★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Putin Visits Gulf States, Hosts Iranian President as Energy Revenues Threatened by Softer Pricing Russian President Vladimir Putin's visit to Saudi Arabia and the UAE has coincided with a significant drawdown in energy prices…McAlinden Research PartnersDecember 7, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Rallying Crude Prices Push Drillers Toward Boom in Upstream Spend, But US Risks Being Left Out New oil and gas projects are being given the go-ahead around the world in the wake of rapidly-rising energy prices.…McAlinden Research PartnersSeptember 27, 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)Economics & TradeEnergy & EnvironmentTransportation Refiners Face Fears of Potential Freight Recession as Diesel Prices Continue Dropping Despite plummeting distillate fuel oil stockpiles, down by nearly -10% just this year, diesel prices have continued to slip lower.…McAlinden Research PartnersMay 11, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Renewed SPR Sales Slash US Crude Stocks, New Data Signals Stronger Global Crude Demand After just twelve weeks of halted sales from the US's strategic petroleum reserve (SPR), government supplies are once again falling…McAlinden Research PartnersApril 13, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Natural Gas Producers Yet to Cut Drilling Activity, LNG Export Hubs Increasingly Overwhelmed In the final week of March, natural gas prices slipped toward two-and-a-half year lows under $2.00 per mmBtu. Despite a…McAlinden Research PartnersApril 6, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy OPEC+ Catches Crude Markets Off Guard with Latest Output Cuts, Rising Prices Create Inflation Risk For US Surprise oil production cuts by Saudi Arabia and other nations affiliated with the OPEC+ syndicate pushed crude futures higher to start…McAlinden Research PartnersApril 3, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi Arabia Chinese Energy Demand Supports New International Investments, North American Capacity Remains Subdued US oil output remains subdued below pre-pandemic highs and, with energy prices well below a subsequent boom in 2022, investment…McAlinden Research PartnersMarch 28, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Oil Markets Struggle for Direction Amid Chinese Demand Disappointment and American Drilling Slowdown Mixed signals in energy markets have struggled to give any clear direction to oil prices so far this year. While…McAlinden Research PartnersMarch 6, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentMonetary PolicyPolitics & Policy Oil Price Rebound Defies Significant Surge in Stockpiles, Focus Likely Shifting to Re-Fill For Depleted SPR Oil prices have rebounded throughout the week, despite a significant build in commercial stockpiles. Part of that can likely be chalked up…McAlinden Research PartnersDecember 15, 2022