★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Aerospace & Defense Ukrainian Dam Blast May Put Europe’s Largest Nuclear Power Plant Back in Danger The breaching of a major dam in southern Ukraine this morning could carry significant implications for the development of armed…McAlinden Research PartnersJune 6, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy OPEC+ Plans Compound Thinning US Crude Stockpiles and Softer Outlook for Production OPEC+'s extension of crude oil production target cuts into 2024, announced this past weekend, were compounded by the promise of a 1 million…McAlinden Research PartnersJune 5, 2023
★ Daily Intelligence Briefings (DIBs)FinanceReal Estate & Construction Commercial Property Valuations and Sales Volumes Continually Slammed by Vacant Office Space Office REITs have continued to sell off in recent weeks, coinciding with news that metropolitan office property sales have slowed to…McAlinden Research PartnersMay 31, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy China’s Ongoing Solar Splurge Helps to Push Solar Power Spending Beyond Fossil Fuels for First Time Annual spending on solar energy will surpass outlays for fossil fuel development in 2023, a significant turning point for the…McAlinden Research PartnersMay 30, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ Gene EditingMarkets More FDA Approvals Arise in Gene Editing Space, Renewed VC Rounds Begin to Ramp Up Shares of biotech firms focused on gene editing have been heating up this month, largely on the back of the…McAlinden Research PartnersMay 25, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Korean Chipmakers Balance Risk and Opportunity in China’s Sweeping Micron Ban China's maneuver to block sales of Micron products in its infrastructure products will open up an opportunity for the firm's…McAlinden Research PartnersMay 24, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTransportation European Airlines Enjoying Travel Industry Tailwinds Recent earnings reports from Ryanair and EasyJet have painted an optimistic picture for European airlines this summer. Those results coincide with…McAlinden Research PartnersMay 23, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyReal Estate & Construction Commercial Real Estate Price Drop, Potential US Debt Default Raise Risks for Regional Banking Space Commercial real estate prices fell for the first time in over a decade last quarter, heightening the risks overexposed banks…McAlinden Research PartnersMay 18, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation New Car Sales Could be Slammed by Strained American Finances, Delinquencies Already on the Rise American consumers have continued to pile on debt over the last year, but many may now be reaching their breaking…McAlinden Research PartnersMay 17, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukrainian Military Aid Exposes Europe’s Need to Unify its Discordant Defense Industry Over the past few days, Ukrainian President Zelenskyy secured new military assistance from several key European allies, including Germany, France,…McAlinden Research PartnersMay 16, 2023