★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Uranium Market to be Re-Energized by Infrastructure Package, Emerging Nuclear Technologies Uranium is now considered the top mineable commodity at Morgan Stanley. That news comes just as the new US infrastructure…McAlinden Research PartnersAugust 18, 2021
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentManufacturing & LogisticsTransportation Infrastructure Spend Kicks EV Charging Into Gear, Utilities Collaborate to Electrify Interstate Networks With the Senate's infrastructure bill set to get a final vote today, $7.5 billion is that much closer to being…McAlinden Research PartnersAugust 10, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Utilities to Benefit From Biden’s Two-Track Infrastructure Program, Solar and Nuclear Energy in Focus With a $1 trillion infrastructure bill closing in on passage in the US Senate, and a $3.5 trillion budget reconciliation on…McAlinden Research PartnersAugust 4, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & LogisticsPolitics & Policy Infrastructure Update: Physical Projects Likely to Pass, Boosting Commodities and Industrials Amid negotiations around the Biden administration's proposals for $2.3 trillion in infrastructure spending, a piecemeal approach appears to be more…McAlinden Research PartnersMay 12, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment The Pandemic May Have Sealed Coal’s Fate If 2019 was a bad year for coal miners (which it was), 2020 is going to be much worse. As…McAlinden Research PartnersMay 21, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentTechnology MRP’s Electric Utilities Theme is on Fire and the Best is Yet to Come 2019 was an exceptional year for utility stocks which delivered their highest return in five years. This year, they are…McAlinden Research PartnersJanuary 30, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment 2020 to Bring More Coal Closures as Global Gas and Renewables Costs Diminish Worldwide closures of operational coal plants and the cancelling of new capacity continued to weigh on spot prices in 2019…McAlinden Research PartnersJanuary 14, 2020
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentTransportation The Rise of Electric Buses Disproportionately Benefits a Few Companies Global demand for electric cars has gone soft this year along with the rest of the broader automotive industry. But…McAlinden Research PartnersNovember 18, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Solar’s 60% YTD Rally Is About To Resume Following A Brief Pause 2019 is proving to be the comeback year for the solar stocks. Improving industry fundamentals and fewer political & regulatory…McAlinden Research PartnersOctober 14, 2019