★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyPolitics & Policy Oil Drilling and Energy Policy in Focus as Opening Phase of US Presidential Election Gets Underway The Iowa Caucuses concluded with former president Trump, now the clear Republican frontrunner, prioritizing his "drill, baby, drill" mantra in…McAlinden Research PartnersJanuary 16, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy European Nat Gas Futures Subdued at Start of New Year, Emergent Cold Front May Pressure Abundant Stockpiles European benchmark gas futures have been stuck in a downtrend for several months, as a mild start to winter and…McAlinden Research PartnersJanuary 4, 2024
★ 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)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Potential US Ban on Russian Uranium Could Raise Prices, Open Opportunities for Domestic Nuclear Industry A bill meant to ban the import of Russian uranium into the US has passed the House of Representatives and…McAlinden Research PartnersDecember 12, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Uranium Prices Up on Increasing Odds of European Nuclear Renewal Uranium prices are reaching levels unseen in 15 years as decisions on new nuclear plants in Europe, as well as…McAlinden Research PartnersNovember 27, 2023
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Billions of Dollars in Wind Farm Impairments Force Green Energy Firms to Appeal for Greater Government Aid Danish wind power developer Ørsted disclosed impairments related to two planned US offshore projects that will total $4.0 billion, significantly…McAlinden Research PartnersNovember 2, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy European Gas Pipeline Potentially Sabotaged as Global LNG Shipments Feel Tightening Stranglehold A leak in the BalticConnector pipeline, which transits natural gas between Finland and Estonia is now suspected to be an…McAlinden Research PartnersOctober 10, 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 TrackerCommoditiesEnergy & Environment Growing Nuclear Plant Longevity to Spur Uranium Demand, But Embattled Suppliers Create Uncertainty New projections for nuclear power utilization indicate demand for uranium could double by 2040. These projections are bolstered by the expanding…McAlinden Research PartnersSeptember 11, 2023
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentManufacturing & Logistics US Wind Projects Face Delays, Cancellations on Rising Costs and Difficult PPA Renegotiations Rising costs associated with wind power development in the US are now slamming the profitability of many offshore projects in the…McAlinden Research PartnersSeptember 7, 2023