★ 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)Economics & TradeManufacturing & LogisticsTransportation BYD Leads the Way for Chinese EV Brands, but Western Expansion Faces Coming Challenges in EU Tariffs China's massive stake in global auto markets is further expanding its reach through the export of relatively cheap electric vehicles…McAlinden Research PartnersMarch 27, 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 TrackerFinanceⓁ EthereumMarketsPolitics & Policy SEC Reportedly Probes Ethereum Foundation but Would Struggle to Backtrack on ETH’s Commodity Status The SEC is allegedly probing the Ethereum Foundation as part of a legal effort to classify ETH as a security.…McAlinden Research PartnersMarch 25, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Saudi ArabiaMarkets Saudi Arabia Expands Fundraising and Diversification Efforts as Non-Oil Economy Now Represents Half of GDP Half of Saudi Arabia's economy is now composed of revenue from non-oil assets and enterprises. That is a testament to…McAlinden Research PartnersMarch 21, 2024
★ Daily Intelligence Briefings (DIBs)MarketsMonetary Policy BoJ’s Rate Hike Fails to Halt Yen Slump, FX Intervention Remains Possibility to Avoid Inflation Rebound The Bank of Japan (BoJ) raised its benchmark short-term rate for the first time in 17 years yesterday, but dovish…McAlinden Research PartnersMarch 20, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Lithium Prices Show Signs of Life and Could Inspire New Investments, Yet EV Prospects Remain Problematic Lithium futures collapsed in 2023, amid a worldwide slowdown in EV sales, but have experienced a slight rebound throughout the…McAlinden Research PartnersMarch 19, 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)CommoditiesEconomics & TradeManufacturing & Logistics Copper Prices Buoyed by China’s Smelters as Stockpiles of the Red Metal Are Slashed by a Third Copper futures broke above $4.00 per pound yesterday for the first time since last July. That move followed an announcement…McAlinden Research PartnersMarch 14, 2024
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsMarketsTransportation Boeing Continues to Battle Output Limits and Public Scrutiny Five Years on From 737 MAX Disasters Regulatory limits on Boeing's 737 production rate, as well as delays in the procurement of certain other products, are likely…McAlinden Research PartnersMarch 13, 2024