★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Rising Cost Pressures in Chile’s Copper Mining Industry Raise Risks for Long-Term Supply of the Metal October marked another difficult month for Codelco, the Chilean state-owned copper miner. More executive resignations and a credit rating downgrade…McAlinden Research PartnersOctober 26, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Output Forecasts Crumble Under Weight of Reforms, Peru’s Copper Troubles Likely to Persist Expectations for Codelco's annual copper production continue to be whittled down with each passing quarter. State-owned Codelco is the world's biggest…McAlinden Research PartnersJuly 31, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Languishes Under New Taxes and Falling Output, Complicating South American Copper Growth On top of company production levels falling to levels unseen in this millennium, new taxes on mining activity, and delays…McAlinden Research PartnersJune 15, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Copper Prices Could be Catalyzed by Global Reliance on Unstable Peruvian Supplies Copper prices have been relatively tame this year, aside from a large spike in January. That uptick was largely inspired…McAlinden Research PartnersMay 8, 2023
★ Daily Intelligence Briefings (DIBs)Economics & Trade Argentina’s Spectacular Equity Rally Boldly Defies Economic Fundamentals There appears to be a disconnect between Argentina’s economic reality and its equity market. The spectacular 50% rally of the…McAlinden Research PartnersAugust 3, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesServices Catching up on the Global Cannabis Boom Following the first cannabis-based drug approval in Europe and legalization drives across North and South America, investors should turn their…McAlinden Research PartnersSeptember 24, 2019