★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US Energy Ongoing Oil & Gas Consolidation is the Latest Factor to Complicate Green Investment Goals Set out by COP28 COP28 concluded with big promises this week, but the level of investment needed on behalf of the global energy industry…McAlinden Research PartnersDecember 14, 2023
★ 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)⦁ Theme TrackerCommoditiesⓁ Aerospace & DefensePolitics & Policy Israel Begins Phase Two of War on Hamas as Dozens of Missiles Target Nearby US Military Bases The Israeli Defense Forces (IDF) have initiated the second phase of their military operation in Gaza, defying warnings from Iranian-backed…McAlinden Research PartnersOctober 31, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Hamas Attack Spoils Potential Israel-Saudi Diplomacy, Response Could Re-Ignite Middle Eastern Tensions Israel declared war for the first time since 1973 over the weekend, following a massive attack on the nation by…McAlinden Research PartnersOctober 9, 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)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Crude Cuts Help to Secure Country’s Budget Goals, Likely to be Extended Into September Efforts to thin out the supply side in crude markets, largely shouldered by Saudi Arabia, bore fruit in July. Major energy…McAlinden Research PartnersJuly 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)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