Mobius Market Research

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Latest Market Research

California's Duck Curves

California's Duck Curves

How VRE deployment is changing the shape of daily power demand and the risks associated with net load ramping

Daily Market Update - September 12, 2024
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Daily Market Update - September 12, 2024

Today in oil and natural gas markets:

Jet Stocks Soar

Jet Stocks Soar

Passenger traffic, jet demand, refiner output, and ballooning inventories

Mobius Market Research

California's Duck Curves

California's Duck Curves

How VRE deployment is changing the shape of daily power demand and the risks associated with net load ramping

Daily Market Update - September 12, 2024
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Daily Market Update - September 12, 2024

Today in oil and natural gas markets:

Jet Stocks Soar

Jet Stocks Soar

Passenger traffic, jet demand, refiner output, and ballooning inventories

25 or 50?

25 or 50?

How today's inflation data compares to its historical distribution and a closer look at today's rate cut bets.

Daily Market Update - September 11, 2024
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Daily Market Update - September 11, 2024

Today in oil and natural gas markets:

Daily Market Update - September 10, 2024
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Daily Market Update - September 10, 2024

Today in oil and natural gas markets:

Tracking Chinese Demand

Tracking Chinese Demand

A closer look at YTD SHFE steel HRC price action, inventories, and real-time vessel activity reinforces bearish demand signals for China’s 4Q24/1H25 commodity imports.

Daily Market Update - September 9, 2024
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Daily Market Update - September 9, 2024

Today in oil and natural gas markets:

CoT: Decade-Low Longs

CoT: Decade-Low Longs

A closer look at the latest speculator positioning

Recessions v. Petroleum Demand

Recessions v. Petroleum Demand

Quantifying the impact of economic deterioration on gasoline and distillate consumption

Tracking Norway's Gas Outage

Tracking Norway's Gas Outage

Norwegian maintenance season props up TTF despite EU inventories reaching 92% filled this week.

Daily Market Update - September 5, 2024
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Daily Market Update - September 5, 2024

Today in oil and natural gas markets: