Mobius Market Research

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Daily Market Update - September 17, 2025
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Daily Market Update - September 17, 2025

Today in oil and natural gas markets:

Brief: Drawdowns in Atlantic Basin Floating Stocks
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Brief: Drawdowns in Atlantic Basin Floating Stocks

Global floating crude stocks fell nearly 6 MMb last week to 67.96 MMb—approximately 17.5% below the 2016-2024 seasonally-adjusted average but 6.7 MMb above the same point last year.

Daily Market Update - September 16, 2025
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Daily Market Update - September 16, 2025

Today in oil and natural gas markets:

Mobius Market Research

Daily Market Update - September 17, 2025
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Daily Market Update - September 17, 2025

Today in oil and natural gas markets:

Brief: Drawdowns in Atlantic Basin Floating Stocks
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Brief: Drawdowns in Atlantic Basin Floating Stocks

Global floating crude stocks fell nearly 6 MMb last week to 67.96 MMb—approximately 17.5% below the 2016-2024 seasonally-adjusted average but 6.7 MMb above the same point last year.

Daily Market Update - September 16, 2025
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Daily Market Update - September 16, 2025

Today in oil and natural gas markets:

CoT: WTI's Positioning Record
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CoT: WTI's Positioning Record

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

Daily Market Update - September 15, 2025
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Daily Market Update - September 15, 2025

Today in oil and natural gas markets:

Brief: Ranking Summer '25 Injection Season
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Brief: Ranking Summer '25 Injection Season

The EIA reported a 71 Bcf injection into Lower 48 underground storage for the week ending September 5 today, raising total inventories to 3,343 Bcf

Daily Market Update - September 11, 2025
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Daily Market Update - September 11, 2025

Today in oil and natural gas markets:

Brief: OPEC Hikes Hit U.S. Shale Growth
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Brief: OPEC Hikes Hit U.S. Shale Growth

Total U.S. tight oil production increased 70 kb/d M/M to 9.05 MMb/d in August, matching 2025’s high water mark but holding short of the all-time record of 9.19 MMb/d set in Oct/Nov of last year.

Daily Market Update - September 10, 2025
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Daily Market Update - September 10, 2025

Today in oil and natural gas markets:

Brief: Kazakhstan's Penalty
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Brief: Kazakhstan's Penalty

The OPEC8+ followed Sunday’s 137 kb/d hike to October production quotas with new compensation plans for overproducers on Monday

Daily Market Update - September 9, 2025
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Daily Market Update - September 9, 2025

Today in oil and natural gas markets:

CoT: Hedge Funds Lean Into Russian Refinery Disruptions
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CoT: Hedge Funds Lean Into Russian Refinery Disruptions

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