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: U.S. Imports Hold At Record High in February

Brief: U.S. Imports Hold At Record High in February

U.S. trade deficit narrows to the second-largest on record as imports hold flat at $401.1 billion and exports increase 2.9% M/M to $278.5 billion

Daily Market Update - April 3, 2025
Premium

Daily Market Update - April 3, 2025

Today in oil and natural gas markets:

Brief: Reciprocal Tariff Key Takeaways

Brief: Reciprocal Tariff Key Takeaways

Immediate takeaways from President Trump's April 2 reciprocal tariff announcements

Mobius Market Research

Brief: U.S. Imports Hold At Record High in February

Brief: U.S. Imports Hold At Record High in February

U.S. trade deficit narrows to the second-largest on record as imports hold flat at $401.1 billion and exports increase 2.9% M/M to $278.5 billion

Daily Market Update - April 3, 2025
Premium

Daily Market Update - April 3, 2025

Today in oil and natural gas markets:

Brief: Reciprocal Tariff Key Takeaways

Brief: Reciprocal Tariff Key Takeaways

Immediate takeaways from President Trump's April 2 reciprocal tariff announcements

Daily Market Update - April 2, 2025
Premium

Daily Market Update - April 2, 2025

Today in oil and natural gas markets:

Brief: Industrials Signal Near-Term Caution

Brief: Industrials Signal Near-Term Caution

March U.S. ISM manufacturing activity surveys show sector activity contracted after just two months of >50 readings. Subindices for new orders, employment, and supply chain prices reflect near-term tariff concerns

CoT: Funds' Crude Complex Length Rebounds on Tariff/Sanction Policies

CoT: Funds' Crude Complex Length Rebounds on Tariff/Sanction Policies

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

Daily Market Update - March 31, 2025
Premium

Daily Market Update - March 31, 2025

Today in oil and natural gas markets:

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
Premium

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
Premium

Daily Market Update - March 26, 2025

Today in oil and natural gas markets: