★ Market InsightsCommoditiesEnergy & EnvironmentPolitics & Policy Uranium Prices Riding High as COVID Cuts Constrained Supply Even Deeper Uranium prices are on the rise, largely due to years of supply cuts from major miners. However, involuntary production shortfalls…McAlinden Research PartnersDecember 15, 2020
★ Market Insights⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Copper & Copper MinersManufacturing & Logistics China Launches an Industrial Comeback, Sucking Up Global Metals Supply Chinese industrial output is surging, stoking demand for metals. As their exports of finished goods rack up big profits, imports of…McAlinden Research PartnersDecember 9, 2020
★ Market Insights⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Battery MetalsⓁ Copper & Copper Miners Copper and Battery Metals Break Out Amid the Rising Green Energy Recovery The global economy will be on the comeback through 2021 and the COVID recovery promises a new wave of investment…McAlinden Research PartnersDecember 7, 2020
★ Market Insights⦁ Theme TrackerCommoditiesⓁ Digital PaymentsⓁ SilverⓁ Silver MinersMarketsMonetary Policy Bitcoin Breakout Overshadows Gold as Institutions Buy in Big on Crypto Summary: Gold suffered a rough month in November, while Bitcoin soared toward new highs. This decoupling undermined the improving correlation…McAlinden Research PartnersDecember 2, 2020
★ Market InsightsCommoditiesⓁ Digital PaymentsMarketsMonetary Policy Bitcoin Bounces Higher as Institutions and Silicon Valley Stoke Crypto Adoption Bitcoin's (BTC) 2020 rally, coinciding with weakness in the US Dollar, has renewed comparisons to gold. JPMorgan has recognized a trend of…McAlinden Research PartnersNovember 10, 2020
★ Market InsightsCommoditiesPolitics & PolicyServices New Cannabis Opportunities Emerge From Bullish Election Day Results Summary: The cannabis industry received two scoops of good news over the past week as election day saw US voters turn…McAlinden Research PartnersNovember 9, 2020
★ Market InsightsCommoditiesServices Coffee Markets Face Double-Whammy Disruption From Weather and COVID Conditions Summary: La Niña, the Pacific weather pattern known to wreak havoc on crops across Asia and South America, is back.…McAlinden Research PartnersOctober 20, 2020
★ Market Insights⦁ Theme TrackerCommoditiesEnergy & Environment Coal Power Whacked by Accelerating Plant Closures, Solar Surge Charges on Tumbling costs for solar power generation are undercutting coal in most major markets. the IEA's latest World Energy Outlook goes…McAlinden Research PartnersOctober 14, 2020
★ Market InsightsCommoditiesManufacturing & Logistics Paper Wins Market Share from Plastic Packaging Consumer-goods companies are increasingly substituting paper for plastic packaging due to regulatory pressure and scrutiny from consumers. Meanwhile, laws banning…McAlinden Research PartnersOctober 8, 2020
★ Market InsightsCommoditiesEnergy & EnvironmentTransportation How Investors Can Participate in the Hydrogen Economy Hydrogen fuel cell technology has been derogatively dismissed as “fool cell” technology, with many doubting it can gain traction. But,…McAlinden Research PartnersOctober 1, 2020