Mobius Market Research

Mobius Market Research
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Global Macro

Daily Market Update: March 5, 2026

Crude benchmarks gap higher as MidEast conflict and associated disruptions raise concerns about regional supply shortages. Qatar's LNG curtailments fuel bets that Europe and Asia will be forced to compete for cargoes this injection season.

Mar 04, 2026

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Daily Market Update: March 4, 2026

Crude benchmarks steady after President Trump reports insurance and potential naval escorts for vessels transiting the Strait of Hormuz. NYMEX natural gas finished lower with headwinds from bearish mid-March forecast revisions.

Mar 03, 2026

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Daily Market Update: March 3, 2026

The crude complex extended its rally but eased late in the session after President Trump addressed Strait of Hormuz insurance and transit security. NYMEX natural gas finished higher with support from Qatari LNG disruptions and moderate colder revisions to mid-March forecasts.

Mar 02, 2026

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Daily Market Update: March 2, 2026

Mid-East conflict drives front-centric gains across the crude complex. NYMEX natural gas finds support from suspended Qatari LNG production.

Mar 02, 2026

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Intel Brief: Pre-War Positioning

Speculative short interest in Brent and WTI increased for the first time in eight weeks, perpetuating upside risks to price/volatility as U.S.-Iran negotiations heat up.

Feb 26, 2026

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Daily Market Update - February 26, 2026

U.S.-Iran talks whipsaw the global crude market. Warmer forecast revisions weigh on domestic natural gas market sentiment.

Feb 25, 2026

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Daily Market Update - February 25, 2026

Crude finishes with limited losses ahead of Thursday's U.S.-Iran nuclear talks. NYMEX natural gas edges higher despite consecutive bearish revisions to L48 15-day forecasts.

Feb 24, 2026

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Daily Market Update - February 24, 2026

Iran's Foreign Ministry boosts expectations for a nuclear deal with the U.S.. Warmer forecast revisions drive moderate front-centric losses for NYMEX natural gas.

Feb 23, 2026

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Daily Market Update - February 23, 2026

Prospects for a U.S.-Iran nuclear deal gain through the weekend to drive uncertain price action in the crude complex. Natural gas fails to hold gains as forecasts produce mixed signals for early March.

Feb 23, 2026

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CoT: Crude Shorts Return

Speculative short interest in Brent and WTI increased for the first time in eight weeks, perpetuating upside risks to price/volatility as U.S.-Iran negotiations heat up.

Feb 19, 2026

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