The Energy Desk

Find the research behind the episode here . This episode of the Energy Desk covers recent developments in OPEC data, the influence of geopolitical events on global energy markets, shifts in global oil and LNG demand forecasts, and the future of U.S. LNG exports. The discussion also touches on the impact of changes in energy transport routes and the interdependence of renewables and fossil fuels.

Find the full show notes and the research behind the episode here . Mobius Risk Group's Energy Desk discusses recent developments in global energy markets, covering topics such as European natural gas prices influenced by weather and inventory levels, the impact of geopolitical events on oil production in Iran and Venezuela, and the implications of U.S. tariffs on energy trade with China, Canada,...

Find full show notes and the research behind this episode here . In this episode of the Energy Desk, experts from Mobius Risk Group discuss recent trends in global energy markets, including the influence of AI developments on energy consumption, the fluctuating natural gas and crude oil inventories, and geopolitical dynamics involving the US, India, and Russia. They also discuss the potential impl...

Find the show notes and the research behind this episode here .

Find the show notes and research behind the episode here . In this episode of 'The Energy Desk,' the team from Mobius Risk Group delves into the macro and fundamental trends impacting the global energy markets as of January 17th. The discussion begins with a deep dive into the regional and broader natural gas markets, highlighting the impact of colder than normal weather on cash market pricing and...

Find the research behind this episode here. In this episode, Alex Melvin is joined by Sarah Blome to discuss the complexities of global crude oil markets with guest Sarah Bloom. The conversation covers the impact of different crude grades on stakeholders and the implications of sanctions on Iran and Venezuela. They delve into the nuances of U.S. refining capabilities, pipeline infrastructure, and...

Energy markets begin the new year with swift changes to weather, supplies, and economic stimulus.  Find the research and full show notes here.

Find the full show notes and research behind the episode here. In this episode of the Energy Desk, hosts discuss the pre-Christmas market rally, notably for natural gas, despite warmer-than-expected weather forecasts. They discuss the recent increase in natural gas prices, comparing the current January 25 contract to earlier periods. Factors such as LNG infrastructure delays, additional supply fro...

Find the research behind the podcast episode here. This discussion examines the current geopolitical dynamics and their impact on energy markets. Key points include the rapid developments in Syria, the fall of the Assad regime, and the implications for international actors, including the US, Russia, and regional forces. The Iraq-Kurdistan pipeline dispute and its potential effects on negotiations...

Find the research behind the episode and show notes here . In this episode, we return from a hiatus to discuss the latest developments in the oil market, particularly focusing on recent OPEC decisions, global oil production data, and implications. The conversation also delves into U.S. natural gas market dynamics, European weather impacts on energy supplies, the ongoing situation in Syria, and the...

F ind the full show notes and research behind the episode here. The episode covers various macroeconomic topics, including consumer and household loan defaults in the US, the state of the housing market, the employment landscape, and inflation trends. Discussions highlight an underlying weakness in the US economy, potential job report revisions, and rising loan delinquencies across household loan...

Find the research behind the episode in the show notes here . In this week's episode, hosts Alex and Zane dive into the complexities of OPEC and DOE reporting discrepancies, examining the implications of overproduction by key nations like Kazakhstan, Iraq, and UAE. They analyze the impact of recent currency movements, particularly the strengthening dollar, on energy markets and explore concerning...

Find show notes and the research behind this episode here. New energy and trade priorities in the US, EU, and Asia after this week's election. 

Find the notes and the research charts behind the podcast here . Dissecting new refinery capacity, U.S. production growth, Guyana's supply outlook, and the bearish natural gas markets start to winter '24-'25. 

Find show notes and the research referenced on the episode here . Dissecting potential effects of each presidential candidate's policies on the US' role in global energy markets. Plus, how power price volatility and seasonal resource constraints pass through to traditional energies like natural gas. 

For show notes and research content, visit Mobius' website . In this podcast episode, Alex and Zane provide an in-depth analysis of global energy markets, focusing on current trends, forecasts, and strategic implications. They begin by examining the European gas market, noting the EU's robust gas stocks at 95%, and explore factors like Norway's maintenance impact and LNG inventories. The conversat...

Get the show notes and the research discussed in the episode . In this episode, Zane Curry and Alex Melvin discuss a recent report on the tech sector's energy demands, highlighted by a lecture from former Google CEO Eric Schmidt. The focus is on the unrealistic expectations of meeting energy needs with current renewable technologies and the potential for a shift towards natural gas. The discussion...

For detailed show notes and the research behind the episode, visit Mobius Risk Group . In this episode of Energy Desk, host Alex Melvin explores the shifting dynamics of power markets with guest Rishi Sahay from Mobius. They discuss PJM's record-breaking capacity auction, highlighting the impact of increased load growth expectations and retiring coal plants. The conversation delves into the evolvi...

Click here for additional show notes, including the research materials discussed in this episode. In this episode of 'The Energy Desk' by Mobius Risk Group, hosts Zane Curry and Alex Melvin dive into key trends shaping global energy markets, starting with the potential U.S. port strike and its economic implications. They discuss the impact on freight, the labor market, and inflation. The episode a...

Please take a look at the show notes and the research deck that was discussed on the podcast. In this Energy Desk episode, Mobius Risk Group hosts delve into various macro and fundamental trends impacting global energy markets. They discuss the recent Federal Reserve rate cut, historical context, and effects on crude markets. The conversation covers regional gas markets, spotlighting Pennsylvania...

Please take a look at the show notes and the research deck that was discussed on the podcast. In this installment of 'The Energy Desk,' Alex Melvin and Zane Curry delve into the historical impacts of recessions on petroleum consumption, analyze current economic indicators, and discuss recent macroeconomic events affecting the global energy market. The conversation covers the complexities of supply...

Please take a look at the show notes and the research deck that was discussed on the podcast. In this episode of the Energy Desk, a limited series by Mobius Risk Group, hosts Alex and Zane delve into macro and fundamental trends shaping global energy markets. They discuss the latest developments from OPEC, including the implications of recent production decisions and market reactions. The discussi...

⁠Find show notes and more at Mobius Risk Group⁠ . Hosts discuss current macro and fundamental trends in global energy markets. They address the growing demand for reliable power due to data centers and AI, highlighting major investments by Amazon, Meta, and X-AI in nuclear, geothermal, and gas turbines. The episode also delves into record natural gas consumption data and the accelerated Guyanese o...

Welcome to the Energy Desk. A limited series from Mobius Risk Group on the macro and fundamental trends shaping global energy markets. If you like what you hear and you want us to keep this series going, make sure you let us know by following wherever you get your podcasts or dropping a note to amelvin@mobiusriskgroup.com