★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Rising Cost Pressures in Chile’s Copper Mining Industry Raise Risks for Long-Term Supply of the Metal October marked another difficult month for Codelco, the Chilean state-owned copper miner. More executive resignations and a credit rating downgrade…McAlinden Research PartnersOctober 26, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Output Forecasts Crumble Under Weight of Reforms, Peru’s Copper Troubles Likely to Persist Expectations for Codelco's annual copper production continue to be whittled down with each passing quarter. State-owned Codelco is the world's biggest…McAlinden Research PartnersJuly 31, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Languishes Under New Taxes and Falling Output, Complicating South American Copper Growth On top of company production levels falling to levels unseen in this millennium, new taxes on mining activity, and delays…McAlinden Research PartnersJune 15, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesManufacturing & LogisticsPolitics & Policy Several Renewed Catalysts Could Boost Copper’s Comeback Copper prices bounced back through July, following a rise in US demand and diminishing influence of Chinese strategic reserve releases…McAlinden Research PartnersAugust 3, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsPolitics & Policy Copper Prices Could Climb Higher on Chilean Political Shift, Declining Discoveries, and Shrinking Scrap Supply Copper discoveries, particularly in South America, have slowed in recent years and a new wave of political upheaval across the continent…McAlinden Research PartnersMay 25, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareEconomics & Trade MRP Initiates a Long Emerging Markets Healthcare Theme The rate at which new coronavirus infections are surging across Latin America, South Asia, and Africa suggests that emerging markets…McAlinden Research PartnersJuly 20, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentTechnology Quarantine Measures Create Another Big Question Mark in the Lithium Supply Chain The surge in lithium demand has, thus far, been met at every turn by plentiful supply, suppressing the spot prices…McAlinden Research PartnersMay 19, 2020