★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology US Utilities Could Supercharge CapEx to Keep Pace with Deluge of Data Center Electricity Demand Hyperscalers like Amazon and Microsoft are expected to spend hundreds of billions of dollars expanding their vast data center networks throughout…McAlinden Research PartnersMarch 28, 2024
★ 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)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)⦁ 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)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Aerospace & Defense Ukrainian Dam Blast May Put Europe’s Largest Nuclear Power Plant Back in Danger The breaching of a major dam in southern Ukraine this morning could carry significant implications for the development of armed…McAlinden Research PartnersJune 6, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy China’s Ongoing Solar Splurge Helps to Push Solar Power Spending Beyond Fossil Fuels for First Time Annual spending on solar energy will surpass outlays for fossil fuel development in 2023, a significant turning point for the…McAlinden Research PartnersMay 30, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy All Reactors Now Offline in Germany as Falling Natural Gas Prices Could Dent European Nuclear Revival Despite multiple delays due to energy shortages last year, Germany has finally shut down all remaining nuclear power plants in…McAlinden Research PartnersApril 17, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Uranium Prices May be in Peril as Renewed Shelling Rocks Europe’s Largest Nuclear Power Plant Ukraine's Zaporizhzhia Nuclear Power Plant has remained right on the front line of the Russian invasion since February of last year…McAlinden Research PartnersNovember 22, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Europe’s Energy Crisis is Creating a Solar Power Surge Across the Continent The potential utility of solar power has been bolstered by major geopolitical struggle involving energy supplies. Natural gas reserves and…McAlinden Research PartnersSeptember 12, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Harsh Winter Weather Drives Energy Crunch Across Europe, Coal-Fired Power Generation at Record High Freezing temperatures are finally arriving across Europe, sending energy prices soaring once again amid fears of power shortages. Gas and…McAlinden Research PartnersDecember 23, 2021