★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy New US Aid for Ukraine Likely by End of Month, Attrition and Ballooning Russian Ranks Remain Concerns The US House's passage of desperately needed security aid for Ukraine, likely helped along by additional funds earmarked for Israel,…McAlinden Research PartnersApril 22, 2024
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation BYD Leads the Way for Chinese EV Brands, but Western Expansion Faces Coming Challenges in EU Tariffs China's massive stake in global auto markets is further expanding its reach through the export of relatively cheap electric vehicles…McAlinden Research PartnersMarch 27, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Lithium Prices Show Signs of Life and Could Inspire New Investments, Yet EV Prospects Remain Problematic Lithium futures collapsed in 2023, amid a worldwide slowdown in EV sales, but have experienced a slight rebound throughout the…McAlinden Research PartnersMarch 19, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeManufacturing & Logistics Copper Prices Buoyed by China’s Smelters as Stockpiles of the Red Metal Are Slashed by a Third Copper futures broke above $4.00 per pound yesterday for the first time since last July. That move followed an announcement…McAlinden Research PartnersMarch 14, 2024
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsMarketsTransportation Boeing Continues to Battle Output Limits and Public Scrutiny Five Years on From 737 MAX Disasters Regulatory limits on Boeing's 737 production rate, as well as delays in the procurement of certain other products, are likely…McAlinden Research PartnersMarch 13, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Defense Industry Orders Outpace Equipment Losses in Ukraine Throughout Past Two Years of War Amid the tenth anniversary of Ukraine's Maidan revolution, as well as the second anniversary of Russia's formal invasion of the country in…McAlinden Research PartnersFebruary 26, 2024
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Boeing Struggles for Footing as China’s State-Backed Jet Manufacturer Looks to Challenge Aviation Duopoly Boeing's latest 737 MAX debacle has led to the sacking of an executive who was installed to help the troubled…McAlinden Research PartnersFebruary 22, 2024
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation MAX Troubles Force Top Boeing Supplier to Suspend Guidance as Aviation Giant Braces for Potential Strikes Just as Spirit AeroSystems managed to recover profitability, it may once again be wiped away. Boeing's top supplier suspended guidance…McAlinden Research PartnersFebruary 6, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy EU Aims to Aid Ukraine, Boost Local Arms Output, and Consolidate Supply Chain with €50 Billion Initiative As new US aid for the Ukrainian war effort remains stuck in congressional gridlock, focus is shifting to the EU,…McAlinden Research PartnersJanuary 22, 2024
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Boeing’s MAX 9 Grounding Busts Previous Momentum, Raises More Questions About Other 737 Variants Boeing shares were rocked this morning by yet another component malfunction aboard a 737 MAX jet, which caused a panel…McAlinden Research PartnersJanuary 8, 2024