Mobius Market Research

Mobius Market Research
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Global Macro

2 hours ago

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Daily Market Update: June 12, 2026

Today in oil and gas markets...

Jun 10, 2026

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Daily Market Update: June 10, 2026

Today in oil and gas markets...

Jun 09, 2026

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Daily Market Update: June 9, 2026

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Jun 08, 2026

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Fund Positioning Brief: Speculators Bet on Hormuz Normalization

Speculators bet on continued improvement in tanker flows through the Strait of Hormuz. Natural gas bears bet on loose summer fundamentals, holding short interest in the top quartile of the trailing 10YR distribution.

Jun 08, 2026

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Daily Market Update: June 8, 2026

Today in oil and natural gas markets...

Jun 08, 2026

ES #152: SpaceX Gas Demand

The under-appreciated natural gas demand growth tied to SpaceX's ambitious plans for extraterrestrial data centers, space-based internet, and multiplanetary life

Jun 04, 2026

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Daily Market Update: June 4, 2026

Today in oil and gas markets...

Jun 03, 2026

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Daily Market Update: June 3, 2026

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Jun 02, 2026

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Daily Market Update: June 2, 2026

Today in oil and gas markets...

Jun 01, 2026

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Fund Positioning Brief: Natty Bears Bet on Loose Summer

Speculators bet on continued improvement in tanker flows through the Strait of Hormuz. Natural gas bears bet on loose summer fundamentals with the largest short position since November 2024.

Jun 01, 2026

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