★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Solar Installations Steady but Polysilicon Costs Climb, Extending Delays Solar installations surged 46% the first quarter of this year, accounting for 58% of all electric capacity additions in the…McAlinden Research PartnersJune 17, 2021
★ Daily Intelligence Briefings (DIBs)Ⓛ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy NATO Calls Out International Aggression as US Defense Contractors Score Israeli Arms Deal, Counter-China Spending This week's summit of NATO leaders came amid a tense geopolitical backdrop. China is continually stepping up military aircraft incursions…McAlinden Research PartnersJune 16, 2021
★ Daily Intelligence Briefings (DIBs)MarketsServicesTechnology Video Game Sales Gain Ground in May, E3 Expo and Hardware Sales Continue to Drive Optimism Video Game industry sales rallied to exceed prior year revenue figures in May, led by next-gen console sales in the hardware category.…McAlinden Research PartnersJune 15, 2021
★ Daily Intelligence Briefings (DIBs)MarketsServicesTransportation Cruise Lines Resume Operations, But Consumer Uncertainties Linger The cruise industry is slowly approaching a return to normal, finally returning to service amid pent-up demand for leisure travel. After…McAlinden Research PartnersJune 14, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Scaling Vertical Farming Tech Could be Key to Battling Climate-Induced Crop, Water Shortages While there seems to be no short-term answer for skyrocketing agricultural commodity futures, higher crop prices have foisted agtech ventures into…McAlinden Research PartnersJune 10, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyTechnology Semiconductor Industry Set for Another Year of Soaring Chip Prices, Already Raking in Record Revenues Chip giants across the world raked in record setting revenues in the first quarter of 2021, largely due to the…McAlinden Research PartnersJune 7, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsTechnology Meat Prices, Cybersecurity Concerns Surging as Grilling Season Arrives and Supply Chain Issues Escalate Livestock futures have been steadily climbing in 2021, and rising demand for meat products in a post-pandemic summer could push…McAlinden Research PartnersJune 3, 2021
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Rising Rates Refuel Rental Car Profits, but Competitors May Also Be Set to Benefit Car rental services are set to benefit from a broad easing of pandemic-era travel restrictions in the US and around…McAlinden Research PartnersJune 2, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Pressure Mounts on Energy Industry’s Carbon Emissions, But Renewables May Present Opportunity for Big Oil Global oil majors, including BP and Shell, are beginning to transition toward a green energy future as political and environmental…McAlinden Research PartnersJune 1, 2021
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy When Jay Blinks Despite virtually all measures of inflation showing signs of a continued surge higher, and most of the latest data surpassing…McAlinden Research PartnersMay 28, 2021