★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeReal Estate & Construction Steel Mills Set to Bounce Back on Potential for Global Industrial Rebound Steel stocks have been a rollercoaster in 2022, but the latest news out of the US and China heralds the…McAlinden Research PartnersMay 19, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & Logistics China Launches an Industrial Comeback, Sucking Up Global Metals Supply Chinese industrial output is surging, stoking demand for metals. As their exports of finished goods rack up big profits, imports of…McAlinden Research PartnersDecember 9, 2020
★ Daily Intelligence Briefings (DIBs)Commodities Prepare for Steel and Aluminum Prices to Diverge in 2020 After declining for most of 2019, aluminum and steel prices have started to rebound on hopes that the supply/demand imbalances…McAlinden Research PartnersDecember 9, 2019
★ Daily Intelligence Briefings (DIBs)Commodities These 3 Catalysts Could Push US Steel Stocks Higher Price hikes, new US tariffs, and capacity cuts in China portend better days ahead for US steelmakers … although some…McAlinden Research PartnersJuly 15, 2019
★ Daily Intelligence Briefings (DIBs)Commodities What the Divergence in Iron Ore and Steel Prices Means for Investors Prices of iron ore, the primary ingredient in steel production, have surged this year. The price of steel has not…McAlinden Research PartnersMay 23, 2019
↺ Theme AdjustmentsCommodities Theme Suspension: Long Steel MRP added LONG Steel as an investment theme on December 23, 2016, based on the rationale that the surprise election…McAlinden Research PartnersMarch 20, 2019
★ Daily Intelligence Briefings (DIBs)Manufacturing & Logistics US Metals Tariffs Here to Stay as Steel Profits Surge The Trump administration’s steel tariffs have driven up the price of steel products and generated huge profits for steelmakers; especially…McAlinden Research PartnersOctober 2, 2018