Mobius Market Research logo
Mobius Market Research
Return to Mobius Home
Unlock Research
  • Mobius Market Research
  • Topics
  • Energy Shots

Energy Shots

Daily Market UpdateFXRegulatoryCrude ComplexMetalsEmerging TechNuclearPowerEuropeGlobal MacroEnergy ShotsRenewablesAsiaUnited StatesAlternative FuelsWeekly Market UpdateIntel BriefsCritical MineralsSpeculator PositioningBondsNatural GasShipping & LogisticsIndustry and Manufacturing
ES #146: The World's Ten Fastest-Growing Gas Producers & Consumers
12 hours ago

ES #146: The World's Ten Fastest-Growing Gas Producers & Consumers

The ten largest and fastest-growing countries by liquids production, oil demand, and refinery capacity from 2023 to 2024.

ES #145: OPEC8+ Surprises
Jul 06, 2025

ES #145: OPEC8+ Surprises

The eight members of the OPEC+ ‘voluntary cut crew’ (OPEC8+) announced a 548 kb/d production hike for August this weekend, surpassing the market’s expectations for a fourth consecutive 411 kb/d M/M increase in the OPEC8+ August quota.

ES #144: The World's Ten Fastest-Growing Oil Producers & Consumers
Jun 29, 2025

ES #144: The World's Ten Fastest-Growing Oil Producers & Consumers

The ten largest and fastest-growing countries by liquids production, oil demand, and refinery capacity from 2023 to 2024.

ES #143: Strait of Hormuz & Brent-WTI Spread
Jun 23, 2025

ES #143: Strait of Hormuz & Brent-WTI Spread

Rolling prompt Brent-WTI spread narrowed over 60% from the Jan 2-Jun 12 average of $3.14/bbl to $1.25 on June 13

ES #142: Targeting Iranian Energy Infrastructure
Jun 16, 2025

ES #142: Targeting Iranian Energy Infrastructure

After several waves of escalating exchanges since Israel’s initial strikes late last week, the Israeli campaign against Iran expanded to include direct attacks on Iranian energy infrastructure on June 14-15.

ES #141: Fed Spreads & Recession
Jun 09, 2025

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

ES #140: Record U.S. Production, Fading Growth
Jun 01, 2025

ES #140: Record U.S. Production, Fading Growth

A closer look at underlying trends in the EIA’s delayed monthly data reveals signs of diminished growth potential that precede 1) WTI’s recent retreat to $60 (Mar ‘25 WTI settled at $72.57 and Apr ‘25 WTI settled at $68.28) and 2) the latest additions to OPEC’s accelerated production schedule.

ES #139: Expediting The U.S. Nuclear Renaissance
May 25, 2025

ES #139: Expediting The U.S. Nuclear Renaissance

President Trump signs a series of presidential actions to slash regulatory barriers and boost incentives for new

ES #137: Gas-Fired Power Generation Falls 7.7% Y/Y
May 18, 2025

ES #137: Gas-Fired Power Generation Falls 7.7% Y/Y

Year-to-date power generation data for the continental United States shows solar generation has outpaced all other fuels. Planned capacity growth suggests a structural shift to solar and natural gas for pre-2030 projects

ES #136: U.S. Refiners Shift to Lighter Slates, Import Sources Consolidate
May 11, 2025

ES #136: U.S. Refiners Shift to Lighter Slates, Import Sources Consolidate

Trends in U.S. refinery slates and crude imports show steady consolidation in supplying countries and adaptation to lighter runs

ES #135: Offsetting OPEC's Supply Growth
May 04, 2025

ES #135: Offsetting OPEC's Supply Growth

Maximum pressure on Iran and Venezuela could more than offset May/June production increases from OPEC's voluntary cut crew.

ES #134: The EU's Slow Start to Summer Injection Season
Apr 27, 2025

ES #134: The EU's Slow Start to Summer Injection Season

EU injection pace lags historical rates despite European gas storage ending the winter with below-average inventories (1313 Bcf vs 1394 Bcf 10YR avg) after higher-than-normal withdrawals.

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.

Home

Posts

Account

Upgrade

Return to Mobius Home

Return to Mobius Home

© 2025 Mobius Risk Group.

Privacy policy

Terms of use