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ES #130: The Strategic Case for Greenland

ES #130: The Strategic Case for Greenland

Why the Trump administration's Greenland interest extends far beyond untapped critical minerals

Daily Market Update - March 27, 2025
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Daily Market Update - March 27, 2025

Today in oil and natural gas markets:

Brief: Guyanese Crude Diffs & Easing Canadian Oil Tariff Concerns

Brief: Guyanese Crude Diffs & Easing Canadian Oil Tariff Concerns

Guyana's medium Payara Gold erases its brief premium over Brent as West Coast refiners' concerns about U.S. tariffs on Canadian crude imports fade

Mobius Market Research

ES #130: The Strategic Case for Greenland

ES #130: The Strategic Case for Greenland

Why the Trump administration's Greenland interest extends far beyond untapped critical minerals

Daily Market Update - March 27, 2025
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Daily Market Update - March 27, 2025

Today in oil and natural gas markets:

Brief: Guyanese Crude Diffs & Easing Canadian Oil Tariff Concerns

Brief: Guyanese Crude Diffs & Easing Canadian Oil Tariff Concerns

Guyana's medium Payara Gold erases its brief premium over Brent as West Coast refiners' concerns about U.S. tariffs on Canadian crude imports fade

Brief: The EU's Lowest Gas Storage Levels

Brief: The EU's Lowest Gas Storage Levels

Europe prepares for summer injection season after the first winter without Russian pipeline gas through Ukraine and Slovakia sent aggregate gas storage in the bloc to its fourth-lowest level in nearly 15 years.

Daily Market Update - March 26, 2025
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Daily Market Update - March 26, 2025

Today in oil and natural gas markets:

Daily Market Update - March 25, 2025
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Daily Market Update - March 25, 2025

Today in oil and natural gas markets:

Brief: Power Demand Growth from AI or AC?

Brief: Power Demand Growth from AI or AC?

The underappreciated power demand growth from air conditioning needs in developing equatorial regions

Daily Market Update - March 24, 2025
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Daily Market Update - March 24, 2025

Today in oil and natural gas markets:

CoT: WTI Shorts Return After Two-Week Exit

CoT: WTI Shorts Return After Two-Week Exit

A closer look at fund managers' energy market futures and options positioning

ES #129: The DRC & Outsourced Energy Security

ES #129: The DRC & Outsourced Energy Security

M23 rebels captured new territory in mineral-rich provinces in the Democratic Republic of Congo, the source of over 70% of global cobalt production and 10% of global copper supplies.

Brief: Record Renewables Cut Texas Gas Demand

Brief: Record Renewables Cut Texas Gas Demand

ERCOT's wind and solar fleet broke all-time generation records this week, hitting a new high of nearly 40 GW on Tuesday before ERCOT solar notched a new high of 26.3 GW this afternoon.

Daily Market Update - March 20, 2025
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Daily Market Update - March 20, 2025

Today in oil and natural gas markets: