★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Texas Deep Freeze Halts Fossil Fuel Output, but Renewables May be Left with a Black Eye Subzero temperatures have plunged parts of the American Southwest into a winter weather crisis. Icy conditions have frozen in Texas' oil and gas production, but the state's…McAlinden Research PartnersFebruary 17, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Solar Surges into the New Year as Big Oil Begins Their Own Renewable Rollout Solar energy is now the cheapest form of electric generation in history, making solar assets relatively low-risk when compared to…McAlinden Research PartnersJanuary 20, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Solar Energy Leads the Way for a Renewable Revolution The deployment of renewable energy is expected to accelerate over the course of the next 5 years, overtaking power generation…McAlinden Research PartnersNovember 12, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Coal Power Whacked by Accelerating Plant Closures, Solar Surge Charges on Tumbling costs for solar power generation are undercutting coal in most major markets. the IEA's latest World Energy Outlook goes…McAlinden Research PartnersOctober 14, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Clean Energy Stocks are Fired Up for the Election Now that equity markets have stabilized following this year’s lightning crash, clean energy stocks are once again diverging hard from…McAlinden Research PartnersAugust 24, 2020
⚑ Joe Mac's Viewpoints⦁ Theme Tracker The COVID Crash at an Inflection Point: Reviewing Our List of Themes A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s…McAlinden Research PartnersJuly 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Solar’s New Bullish Signal Breaks Records Summary: After delivering a spectacular return of +65% in 2019, the Invesco Solar ETF (TAN) which invests in solar energy…McAlinden Research PartnersJune 8, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment The Pandemic May Have Sealed Coal’s Fate If 2019 was a bad year for coal miners (which it was), 2020 is going to be much worse. As…McAlinden Research PartnersMay 21, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Seismic Shift Will Accelerate the Decoupling of Clean Energy from Oil & Gas Decarbonization appears to be this year’s cause célèbre. The topic was top of the agenda at the World Economic Forum…McAlinden Research PartnersJanuary 27, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment 2020 to Bring More Coal Closures as Global Gas and Renewables Costs Diminish Worldwide closures of operational coal plants and the cancelling of new capacity continued to weigh on spot prices in 2019…McAlinden Research PartnersJanuary 14, 2020