★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ WheatPolitics & Policy Bombardments Keep Tight Bottleneck on Ukrainian Grain, Russian Bumper Harvest Suppresses Prices Another barrage of Russian missiles slammed the Port of Odesa overnight, further complicating Ukraine's attempts to continue shipping its grain exports through…McAlinden Research PartnersSeptember 25, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & Policy Russia Shifts Missile Strikes Toward Ukraine’s River Ports, Cutting Off Back Door for Black Sea Grain Ships Russia resumed their targeting of key Ukrainian shipping infrastructure this morning, slamming the river port of Izmail with missile and drone…McAlinden Research PartnersAugust 2, 2023
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsManufacturing & LogisticsTransportation Dual Teamster Strikes in Package and LTL Freight Markets Threaten Supply Chain Disruption Over 362,000 union workers may go on strike nationwide over the next two weeks, as package and freight carriers UPS and…McAlinden Research PartnersJuly 20, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Shipping and Logistics Industry Sales Squeezed Amid Potential Packaging Recession A worrying trend in packaging shipments has been amplified by three straight quarterly decline in sales at FedEx. At the…McAlinden Research PartnersJune 21, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & EnvironmentTransportation Refiners Face Fears of Potential Freight Recession as Diesel Prices Continue Dropping Despite plummeting distillate fuel oil stockpiles, down by nearly -10% just this year, diesel prices have continued to slip lower.…McAlinden Research PartnersMay 11, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Container Shipping’s Record Run in Jeopardy as Trade Flows Weaken, Freight Rates Crash The container shipping industry has boomed to record profits throughout the past seven quarters, but that run may be about to…McAlinden Research PartnersSeptember 8, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Ocean Freight Faces Another Round of Disruptions, Falling Rates Signal Potential Slowdown in Demand Shipping markets have been thrown into disarray once again, this time being slammed with a double whammy. Just as the…McAlinden Research PartnersApril 14, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Ocean Freight Shatters Annual Profit Records, Sustained Gains and Industry Diversification on Tap Ocean freight carriers raked in a record $150 billion in profits in 2021, an over 900% increase when compared to the…McAlinden Research PartnersFebruary 10, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeTransportation Shipping Rates Cooling Off, But Profits Remain Robust Heading Into 2022 Dry bulk shipping rates have fallen off a cliff over the last month, yet they remain significantly elevated compared to…McAlinden Research PartnersNovember 8, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsServices Retailers Set for Strong Revenues as Holiday Season Nears, Supply Struggles Inflate Price Tags As holiday season rapidly approaches, major retailers are forecasting higher costs and empty shelves due to relentless supply side disruptions.…McAlinden Research PartnersOctober 7, 2021