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 and Cushing inventory levels, and explores the relevance of U.S. nuclear power, highlighted by Microsoft's deal with Constellation Energy. The episode aims to comprehensively understand these topics, blending market analysis with historical data and future outlooks.

00:00 Introduction to the Energy Desk

00:27 Overview of Today's Topics

00:49 Impact of Recent Fed Rate Cut

02:15 Crude Market Reactions and Speculations

04:09 Unemployment Rate and Economic Indicators

06:59 Crude Inventory Levels and Cushing Analysis

14:36 Nuclear Power and Big Tech Investments

20:32 Regional Gas Markets and Storage Dynamics

29:50 Conclusion and Future Topics