★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyTechnology Brimming Gas Stockpiles Could be Drawn Down by Electricity Demands of AI Data Center Boom Natural gas futures have struggled to rebound recently after back-to-back mild winters have suppressed prices and left inventories in both…McAlinden Research PartnersApril 24, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ US EnergyPolitics & Policy Gasoline Continues to Gain on Russian Refinery Outages, Demand Shifts Toward Thinning US Inventory The range of Ukraine's drone offensive against oil and gas facilities on the Russian mainland could soon expand to threaten…McAlinden Research PartnersApril 17, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyPolitics & Policy Strong US Export Growth and Geopolitical Risks Ramp Up Oil and Gasoline Prices, SPR Re-Fill May Skid to Halt Both crude oil and gasoline prices touched multi-month highs this week, likely induced by narrower inventories of petroleum products and…McAlinden Research PartnersApril 4, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyPolitics & Policy Russo-Ukrainian War Forces Energy Facilities into Crosshairs as Massive Gas Storage Hub Hit by Missiles Despite Europe's March inventories of natural gas reaching record levels, benchmark Dutch TTF gas futures have jumped 20% throughout the…McAlinden Research PartnersMarch 26, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ US Energy Russian Oil Shipments Stifled by Sudden Uptick in Long-Range Ukrainian Strikes on Energy Facilities A sudden uptick in Ukrainian attacks on Russian energy infrastructure are having a material impact on the export of critical…McAlinden Research PartnersJanuary 25, 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)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)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)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)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