Mobius Market Research

Mobius Market Research
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Global Macro

Sep 11, 2025

Daily Market Update - September 11, 2025

Today in oil and natural gas markets:

Sep 10, 2025

Brief: OPEC Hikes Hit U.S. Shale Growth

Total U.S. tight oil production increased 70 kb/d M/M to 9.05 MMb/d in August, matching 2025’s high water mark but holding short of the all-time record of 9.19 MMb/d set in Oct/Nov of last year.

Sep 10, 2025

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Daily Market Update - September 10, 2025

Today in oil and natural gas markets:

Sep 09, 2025

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Brief: Kazakhstan's Penalty

The OPEC8+ followed Sunday’s 137 kb/d hike to October production quotas with new compensation plans for overproducers on Monday

Sep 09, 2025

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Daily Market Update - September 9, 2025

Today in oil and natural gas markets:

Sep 08, 2025

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CoT: Hedge Funds Lean Into Russian Refinery Disruptions

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

Sep 08, 2025

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Daily Market Update - September 8, 2025

Today in oil and natural gas markets:

Sep 07, 2025

ES #149: Schrödinger's Demand

The eight members of the OPEC+ voluntary cut crew (OPEC8+) announced their seventh consecutive monthly production hike on Sunday.

Sep 04, 2025

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Brief: Abnormal Stock Builds

The DOE reported a 2.42 MMb build in U.S. commercial crude inventories (excl SPR) for the week ending August 29 today—a print that was roughly 6.1 MMb bearish versus the ten year median for the week preceding Labor Day and pushed total inventories into the first Y/Y surplus since October 2024.

Sep 04, 2025

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