★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & EnvironmentTransportation Refiners Face Fears of Potential Freight Recession as Diesel Prices Continue Dropping Despite plummeting distillate fuel oil stockpiles, down by nearly -10% just this year, diesel prices have continued to slip lower.…McAlinden Research PartnersMay 11, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentMarkets Refinery Margins Resilient as Fuel Prices Rebound, Disruptions Continue to Roil Output US refinery runs have remained suppressed after a winter storm knocked millions of barrels of capacity offline along the US gulf coast…McAlinden Research PartnersJanuary 25, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Refiner Margins Rise to New Highs, but Threat of Gov’t Action on Export Curbs Keeps a Lid on Stock Prices Refinery Margins are surging, but that is doing little to help the performance of their stock prices. A worsening shortage…McAlinden Research PartnersOctober 17, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Oil Refiners are Having a Stellar Month, All Things Considered Disruptions to Saudi Arabia crude oil productions will could have a material negative effect on several industries, including airlines, shipping…McAlinden Research PartnersSeptember 19, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Spiking Energy Costs Could Sting Shipping & Transport Stocks Following 50% of Saudi Arabian crude oil going offline due to a devastating drone attack on 2 of the country’s…McAlinden Research PartnersSeptember 17, 2019