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In this episode of The Energy Desk from Mobius Risk Group, hosts Alex Melvin, Daron Bertillion, and Mohit Arora discuss the recent volatility in the energy markets, driven by the Middle East conflicts, specifically between Iran and Israel, and the subsequent U.S. strikes. They also examine the impaasizstrategies, emphons, and client , market condition trade volumesolitical events ct of these geoping the importance of preparedness and timely execution in a volatile market environment.
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Alex hosts a discussion with Lisa Huff and Dan Morrison about the intersections between Bitcoin mining and the energy sector, covering topics such as the use of energy assets for Bitcoin mining, the challenges and opportunities for energy companies, and the potential future of Bitcoin as a global financial system. They discuss the potential for integrating Bitcoin mining into energy operations and the implications for energy consumption and grid infrastructure.
For more information on this episode, visit the Mobius site here.
Peter Cork, an esteemed Australian robotics expert, joins the Energy Desk to discuss the evolution of robotics from the 1980s to the present day. The conversation covers a wide range of topics, including early industrial robots, the integration of AI, field applications in mining and agriculture, and the potential future of humanoid robots in various industries.
Find additional research and resources in the show notes.
Samantha Hartke, head of market analysis for the Americas at Vortexa, discusses recent developments in global markets, focusing on OPEC production changes, the impact of sanctions on oil flow dynamics, and shifts in demand, especially in Asia. She also touches on the effects of new infrastructure like the TMX pipeline and broader trends in LNG and petrochemical markets.
Find the research behind the episode in the show notes here: www.mobiusriskgroup.com/podcast/opec-iran-balancing-act
The discussion addresses current events in global energy markets, focusing on crude oil performance, Middle East geopolitical dynamics, and upcoming OPEC meetings with significant production decisions. Additionally, the conversation covers US economic indicators such as job growth, GDP, and trade deals, alongside implications of US-China negotiations and their impact on future energy demand.
Find the full show notes and research archive here.
In this episode, Mohit Arora and TJ Pool discuss recent developments in natural gas markets, including speculator positioning, price trends, and market fundamentals. They analyze the impact of factors like seasonal weather, LNG export growth, and basis market volatility on natural gas prices and producer strategies.
For the full show notes and research behind the episode, visit here.
In this discussion, Alex and special guest Mohit Aurora, VP of Risk Analytics at Mobius, dive into current trends and statistical models in energy markets, focusing on WTI and Brent positioning, speculative metrics, and the impact of geopolitical and economic factors. They also explore broader economic indicators, the evolving role of AI and robotics in manufacturing, and the potential implications of U.S. trade negotiations and global energy dependencies.
Access the resources and data behind this episode in the show notes.
This episode analyzes the ongoing US-China tariffs, their impact on US energy exports, and the resulting shifts in global energy markets. It also discusses OPEC's production policies, the global demand for oil and gas, and the potential geopolitical and economic ramifications involving key players like the EU, China, and Russia.
Access the research behind the episode in the show notes.
Alex and Zane discuss the sweeping market impact of Trump's new tariffs, with commodities and equities tumbling across the board. They analyze exemptions for energy products, OPEC's surprise production increase, and debate whether AI-driven manufacturing could ultimately increase domestic energy demand despite current bearish sentiment.
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On this episode, hosts Alex Melvin and Zane Curry discuss various updates in regional pricing, tariffs, and the global crude and gas markets. Key topics include Western Canadian crude differentials, Mexican crude pricing trends, the Transmountain expansion project's impact on Canadian crude flow, and the geopolitical implications involving Venezuelan and Iranian crude in relation to India and China. A deeper dive into North American gas markets reveals significant changes in basis pricing, particularly in West Texas, southeastern U.S., and western markets. The discussion also touches on long-term natural gas pricing influenced by asset-backed securities (ABS) deals and projected LNG demand. The hosts conclude by discussing the broader market implications of these developments.
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In this episode, Zane and Alex discuss the arrival of spring and explore several energy-related topics. Key points include OPEC's production plans, U.S. import tariffs on Canadian and Mexican energy, and recent changes in the global energy market. They also touch upon renewable energy trends in Texas, highlighting records in wind and solar output, and consider broader economic indicators in the U.S. and Europe. The episode wraps up with a discussion on market volatility and future energy consumption.
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This episode covers the unexpected weather changes, the Russia-Ukraine conflict's impact on global energy markets, and the complexities of EU gas imports and storage. The discussion includes US and EU gas inventory levels, temperature normals, regulatory issues in the US Northeast, and OPEC's recent production changes. The episode also examines Russian energy diversification to Asian markets and sets up future discussions on demand trends and recession concerns.
Find the research behind the episode and the show notes here.
In this episode, Alex and Zane discuss Montana's current trade relationships and fuel prices, the implications of rising energy demand in developing nations, and forecast trends for global coal consumption. They explore the geopolitical and economic impacts of energy consumption, focusing on the ongoing necessity for coal and other energy sources amidst efforts to limit gas use in the Western hemisphere. They highlight key players in coal mining and mineral supply, particularly China’s dominance, while addressing the challenges and ethical issues associated with transporting and exporting energy resources. The episode wraps up with a discussion on the future importance of critical minerals such as copper, cobalt, and lithium in global geopolitics.
Find the research behind the episode in the show notes here.
The discussion centers around recent developments affecting the crude oil market, including President Trump's revocation of Chevron's special license in Venezuela, reaffirming Canadian and Mexican oil tariffs, and the potential long-term impacts on U.S. refiners. The conversation delves into the specifics of Venezuelan oil production, the historical context of U.S.-Venezuelan relations, the implications of Canadian and Mexican crude tariffs on North American refining, and the consequences of production issues in Mexico. The discussion also touches on the broader OPEC dynamics, the role of key global players like Saudi Arabia and Iran, and potential foreign investments in regions like Kurdistan and Kazakhstan. The episode closes with a brief mention of India's growing demand for refining capacity and how it could shape future oil markets.
Find the research behind this episode in the show notes here.
In this episode, the hosts discuss the current state and future potential of nuclear power worldwide, detailing the number of nuclear reactors and their capacity in leading countries like the U.S., China, and France. They explore the pressing need for expanding nuclear capacity in the U.S. in light of growing demand from data centers, AI, and crypto mining. The challenges of uranium supply, regulatory hurdles, and differing construction timelines are also examined. The conversation touches on government efficiency, the complexities of nuclear technology selection, and the strategic importance of Greenland’s rare earth elements and Arctic shipping routes. The episode concludes with a brief update on recent fossil fuel market trends, including natural gas withdrawal and crude oil inventory levels.
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, and Mexico.
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 implications of executive orders, climate forecasts, and market speculations on future energy prices.
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 regional differentials. Crucial insights cover the effects of sustained cold and freeze-offs on natural gas supplies and storage. The conversation then shifts to crude markets, focusing on the recent U.S. sanctions on Russia's tankers, how it impacts global crude logistics and regional consumption, and potential shifts brought on by the incoming Trump administration's policies. The episode wraps up with speculations on U.S. crude exports, OPEC's strategy, and regional market dynamics, particularly in the Midwest and West Coast of the U.S.
