Mobius Market Research

Risks Abound. Our Analysts Spot Them.

Award-winning macro and commodity market research for deeper insights in less time.

Latest Market Research

Brief: Inflation Surprises (Again)
Premium

Brief: Inflation Surprises (Again)

May CPI and PPI inflation data came in below expectations for the third consecutive month despite persistent calls that tariff-related impacts will arrive "next month"

Daily Market Update - June 12, 2025
Premium

Daily Market Update - June 12, 2025

Today in oil and natural gas markets:

Brief: Texas Weather Favors Gas
Premium

Brief: Texas Weather Favors Gas

Cloudy and calm weather pushed renewables to the bottom of their 30-day range, raising demand for natural gas to its best of the period despite lower overall system load.

Mobius Market Research

Brief: Inflation Surprises (Again)
Premium

Brief: Inflation Surprises (Again)

May CPI and PPI inflation data came in below expectations for the third consecutive month despite persistent calls that tariff-related impacts will arrive "next month"

Daily Market Update - June 12, 2025
Premium

Daily Market Update - June 12, 2025

Today in oil and natural gas markets:

Brief: Texas Weather Favors Gas
Premium

Brief: Texas Weather Favors Gas

Cloudy and calm weather pushed renewables to the bottom of their 30-day range, raising demand for natural gas to its best of the period despite lower overall system load.

Daily Market Update - June 11, 2025
Premium

Daily Market Update - June 11, 2025

Today in oil and natural gas markets:

Brief: Seasonal Deficits in Floating Stocks
Premium

Brief: Seasonal Deficits in Floating Stocks

Global floating crude storage added 6.9 MMb W/W to 81.8 MMb this week, led by builds in Asia. Still, a closer look at current numbers relative to historical trends shows the global crude market skews undersupplied despite consecutive OPEC8+ production hikes.

Daily Market Update - June 10, 2025
Premium

Daily Market Update - June 10, 2025

Today in oil and natural gas markets:

Daily Market Update - June 9, 2025
Premium

Daily Market Update - June 9, 2025

Today in oil and natural gas markets:

CoT: WTI Length Jumps on Alberta Fires
Premium

CoT: WTI Length Jumps on Alberta Fires

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

ES #141: Fed Spreads & Recession

ES #141: Fed Spreads & Recession

The spread between the effective federal funds rate and the market yield on U.S. 2YR Treasuries is currently at the 86th percentile of its 1999-2025 historical distribution as the Fed's 168-day pause since its last rate cut indicates increasing downside risks from politicization

Brief: Norway Gas Outages Lift TTF 10% M/M
Premium

Brief: Norway Gas Outages Lift TTF 10% M/M

EU supply-side fears are a persistent theme, with the latest rally in Dutch TTF coming as Norwegian field, processing plant, and exit terminal outages take over 3 Bcf/d of exports offline

Daily Market Update - June 5, 2025
Premium

Daily Market Update - June 5, 2025

Today in oil and natural gas markets:

Daily Market Update - June 4, 2025
Premium

Daily Market Update - June 4, 2025

Today in oil and natural gas markets: