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.

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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.

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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.

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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 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 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.

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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 the challenges facing U.S. crude production. Additionally, insights are provided on potential changes in global supply chains and tariffs that could affect the U.S. energy landscape.

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 from the Corpus Christi area, and global demand shifts are examined. The hosts touch on the DOE's LNG review, highlighting potential economic and environmental impacts and the effects on U.S. consumers. They also explore global crude oil demand, particularly in China, and the implications of shifting production and export strategies. Additionally, the podcast covers NERC's long-term reliability assessment, focusing on increasing U.S. demand driven by industrial growth and population migration. The episode concludes with discussions on market liquidity around the holidays and anticipations for early 2025.

00:00 Pre-Christmas Energy Market Overview

00:12 Natural Gas Market Rally

02:33 LNG Infrastructure and Market Impact

05:44 Regulatory Updates and DOE Review

09:32 Global Energy Demand and Supply Dynamics

16:47 NERC's 2024 Reliability Assessment

23:13 Crude Oil Market Analysis

26:33 Speculative Positioning and Market Sentiment

36:40 Liquidity Risks and Year-End Market Movements