★ 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 TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyPolitics & Policy Drone Strikes on Russian Oil Refineries Continue to Intensify, Boosting US Gasoline Export Surge Ukraine's ongoing wave of drone attacks targeting Russian oil refineries and other industrial infrastructure is cutting into Moscow's export of…McAlinden Research PartnersMarch 18, 2024
★ 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 Oil Prices Primed for a Potential Fourth Quarter Spike Oil and gasoline prices have slipped lower in the past few months as traders weigh the potential for greater supply…McAlinden Research PartnersSeptember 13, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Refiners Take Definitive Steps to Change Their Fortunes The plunge in gasoline and jet fuel demand in the wake of Covid-19 lockdowns has set refiners on probably their…McAlinden Research PartnersAugust 20, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Crude Prices on the Comeback as Producers Cut Supply and Upstream Investments Crude prices are pushing up against $40 per barrel, defying many bearish predictions from the first quarter. Output cuts in…McAlinden Research PartnersJune 17, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Gasoline’s 56% Price Rebound is Just the Halfway Mark Memorial Day weekend has come and gone, marking the start of the U.S. summer driving season. This sets the stage…McAlinden Research PartnersJune 4, 2020