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ES #126: The Five Year Lead Time for New Gas Turbines
Mar 02, 2025

ES #126: The Five Year Lead Time for New Gas Turbines

Generation retirements to remove an outsized share of coal, natural gas, and petroleum-fired capacity from the US grid between 2025-2027 with replacements from solar, wind, and batteries.

ES #122: Autonomous Vehicles & Declining Driving Activity
Jan 26, 2025

ES #122: Autonomous Vehicles & Declining Driving Activity

Why risks to domestic road fuel demand skew to the downside despite scrapped EV mandates.

Brief: LNG Bunker Sales +311% Y/Y
Dec 05, 2024

Brief: LNG Bunker Sales +311% Y/Y

The Port of Singapore's LNG bunker sales through October gained over 311% Y/Y to 388K metric tons as shipping firms place more bets on LNG-powered dual-fuel vessels.

Inverting the US Power Stack
Oct 27, 2024

Inverting the US Power Stack

Quantifying US generation capacity if all capacity in interconnection queues reaches commercialization.

EV Stagnation
Oct 09, 2024

EV Stagnation

Battery EV sales slow as buyers turn to more reliable hybrid options

Singapore LNG Bunkering Stalls
Oct 02, 2024

Singapore LNG Bunkering Stalls

Asia's summer LNG rally erodes arb opportunity v. conventional bunker fuels

Powering Data
Sep 01, 2024

Powering Data

Focus shifts to reliable generation resources. Three fuels take the lead.

Losing $1 Billion Per Day
Aug 22, 2024

Losing $1 Billion Per Day

Canada's railway labor dispute and the risks to commodity markets and U.S. economic activity

Tariffs, Labor Strikes, and Chokepoints
Aug 11, 2024

Tariffs, Labor Strikes, and Chokepoints

and the follow-on effects for global supply chains, fuel demand, and instability

The Road Ahead: Renewable Diesel & SAF
May 27, 2024

The Road Ahead: Renewable Diesel & SAF

Overproduction, collapsing BO-HO spreads, and saturated D4 RIN markets complicate the near-term outlook, though new policy-driven incentives are set to take effect in 2025

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

Mobius Market Research

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

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