★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Coal Demand Cracks New Record, But Continually High Prices Could Ultimately Benefit Renewable Capacity Coal consumption will hit an all-time high in 2022, marking a stunning rebound from just two years ago when utilization…McAlinden Research PartnersDecember 21, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentMonetary PolicyPolitics & Policy Oil Price Rebound Defies Significant Surge in Stockpiles, Focus Likely Shifting to Re-Fill For Depleted SPR Oil prices have rebounded throughout the week, despite a significant build in commercial stockpiles. Part of that can likely be chalked up…McAlinden Research PartnersDecember 15, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Power Set to Lead the Charge as Renewables Surpass Fossil Fuel Generation Across Next Half Decade A new report from the International Energy Agency (IEA) presents a clear picture for when electricity generated from renewable energy sources…McAlinden Research PartnersDecember 6, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy EU Price Cap on Russian Oil Unlikely to Meaningfully Impact Price, Will Probably Include Exemptions Ongoing talks surrounding a proposed EU "price cap" on Russian oil have stalled but will have to conclude before the Union's…McAlinden Research PartnersNovember 28, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Energy Takes Center Stage in US Midterm Elections, But a “Red Wave” Could Send a Bearish Signal for Oil Prices Though drilling and other oilfield services are booming throughout most of the world this year, the US's domestic industry has…McAlinden Research PartnersNovember 8, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Biden Launches Renewed Windfall Tax Threat, Yet Congressional Support Remains Uncertain Windfall taxes on the energy industry are once again being floated by lawmakers in the US, just ahead of key…McAlinden Research PartnersNovember 1, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Power Faces Surging Inflation Threat, US Cost Cutting Measures Could Dull its Impact Solar costs, which have fallen almost non-stop for the past decade, are at risk of reversing course due to persistent…McAlinden Research PartnersOctober 26, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi ArabiaPolitics & Policy Rising Oil Revenues Help Saudi Arabia Accelerate Economic Transformation via Vision 2030 Saudi Arabia is utilizing surging oil revenues to accelerate the transformation of its economy through the Vision 2030 initiative. The…McAlinden Research PartnersOctober 25, 2022
★ 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 TrackerCommoditiesEconomics & TradePolitics & Policy OPEC+ Overshoots Expectations with New Output Cuts, American Oil & Gas Revival Becomes Critical OPEC+ delivered a shock to oil markets last week. The syndicate drove WTI benchmark crude to its highest close since…McAlinden Research PartnersOctober 10, 2022