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Brief: Exxon's Q1 Guyana Output

Brief: Exxon's Q1 Guyana Output

Guyana's March production data showed a 21 kb/d M/M decrease in average daily crude production to 628 kb/d, dropping average daily output for Exxon's three FPSOs in 1Q25 to 631.6 kb/d from 4Q24's 651.6 kb/d.

Daily Market Update - April 24, 2025
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Daily Market Update - April 24, 2025

Today in oil and natural gas markets:

Brief: Solar Generation Growth Leads U.S. Fuel Mix in 2025

Brief: Solar Generation Growth Leads U.S. Fuel Mix in 2025

Cumulative lower 48 solar output through April 20th jumps 41.5% Y/Y to 65.2 billion kWh, marking the fastest growth among U.S. generation resources.

Mobius Market Research

Brief: Exxon's Q1 Guyana Output

Brief: Exxon's Q1 Guyana Output

Guyana's March production data showed a 21 kb/d M/M decrease in average daily crude production to 628 kb/d, dropping average daily output for Exxon's three FPSOs in 1Q25 to 631.6 kb/d from 4Q24's 651.6 kb/d.

Daily Market Update - April 24, 2025
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Daily Market Update - April 24, 2025

Today in oil and natural gas markets:

Brief: Solar Generation Growth Leads U.S. Fuel Mix in 2025

Brief: Solar Generation Growth Leads U.S. Fuel Mix in 2025

Cumulative lower 48 solar output through April 20th jumps 41.5% Y/Y to 65.2 billion kWh, marking the fastest growth among U.S. generation resources.

Daily Market Update - April 23, 2025
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Daily Market Update - April 23, 2025

Today in oil and natural gas markets:

Brief: China's February Crude Imports

Brief: China's February Crude Imports

China's February crude imports fall 1.7% Y/Y to 10.95 MMb/d, marking the 10th negative annualized change in last fourteen months

Daily Market Update - April 22, 2025
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Daily Market Update - April 22, 2025

Today in oil and natural gas markets:

Daily Market Update - April 21, 2025
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Daily Market Update - April 21, 2025

Today in oil and natural gas markets:

CoT: Fund Managers Reduce Length Further

CoT: Fund Managers Reduce Length Further

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

ES #133: Saudi-U.S. Price War or Preemptive Supply Elasticity?

ES #133: Saudi-U.S. Price War or Preemptive Supply Elasticity?

Analyzing Saudi Arabia's historical market balancing tendencies in low, medium, and high-price regimes points to two scenarios for global crude market participants as OPEC+ plans to bring 411 kb/d of production online in May 2024

Brief: Midwest Product Stocks Rapidly Deplete in April

Brief: Midwest Product Stocks Rapidly Deplete in April

Midwest (PADD 2) product stocks collapse after holding above 5YR seasonal range for first quarter of 2025

Brief: March Iranian, Venezuelan Output Shows Limited Impact of Maximum Pressure Campaign 2.0

Brief: March Iranian, Venezuelan Output Shows Limited Impact of Maximum Pressure Campaign 2.0

OPEC's March production data from the April 2025 MOMR shows limited immediate effects of the Trump administration's reinstated maximum pressure campaign on Iran

Brief: $850B Net Short US Treasuries

Brief: $850B Net Short US Treasuries

Leveraged funds' net short futures and options position in UST 10Y falls by a record $32 billion week-on-week, raising the combined net short position in UST 2Y, 5Y, 10Y to -$849.9 billion.