The Energy Desk

Mar 03 2025 26 ep. 37 mins 2

The Energy Desk Podcast artwork

Join Zane Curry and Alex Melvin for The Energy Desk. Leaning into Mobius Risk Group's unique expertise and perspective, we break down commodity and energy market trends and offer actionable insights for finance, procurement, and operations professionals at all levels. Each Monday, our hosts and guest experts analyze fundamentals and market dynamics to provide a fresh industry perspective.

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Geopolitical Crossroads for Global Crude Markets

Mar 03 2025 34 mins

Find the research behind the episode in the show notes here. The discussion centers around recent developments affecting the crude oil market, including President Trump's revocation of Chevron's special license in Venezuela, reaffirming Canadian and Mexican oil tariffs, and the potential long-term impacts on U.S. refiners. The conversation delves into the specifics of Venezuelan oi

Greenland, Nuclear, & National Security

Feb 24 2025 46 mins

Find the research behind this episode in the show notes here. In this episode, the hosts discuss the current state and future potential of nuclear power worldwide, detailing the number of nuclear reactors and their capacity in leading countries like the U.S., China, and France. They explore the pressing need for expanding nuclear capacity in the U.S. in light of growing demand from

Energy Markets & Russia-Ukraine Negotiations

Feb 17 2025 47 mins

Find the research behind the episode here. This episode of the Energy Desk covers recent developments in OPEC data, the influence of geopolitical events on global energy markets, shifts in global oil and LNG demand forecasts, and the future of U.S. LNG exports. The discussion also touches on the impact of changes in energy transport routes and the interdependence of renewables and

European Gas, Maximum Pressure 2.0, and US Trade Spats

Feb 10 2025 32 mins

Find the full show notes and the research behind the episode here.Mobius Risk Group's Energy Desk discusses recent developments in global energy markets, covering topics such as European natural gas prices influenced by weather and inventory levels, the impact of geopolitical events on oil production in Iran and Venezuela, and the implications of U.S. tariffs on energy trade wi

AI Disruptions, Energy Demand, and Geopolitical Ripple Effects

Feb 03 2025 46 mins

Find full show notes and the research behind this episode here. In this episode of the Energy Desk, experts from Mobius Risk Group discuss recent trends in global energy markets, including the influence of AI developments on energy consumption, the fluctuating natural gas and crude oil inventories, and geopolitical dynamics involving the US, India, and Russia. They also discuss th

The Bullish & Bearish Impacts of New Trump Administration Policies

Jan 27 2025 39 mins

Find the show notes and the research behind this episode here.

Signals in Regional Cash and Spec Positioning

Jan 20 2025 41 mins

Find the show notes and research behind the episode here. In this episode of 'The Energy Desk,' the team from Mobius Risk Group delves into the macro and fundamental trends impacting the global energy markets as of January 17th. The discussion begins with a deep dive into the regional and broader natural gas markets, highlighting the impact of colder than normal weather on cash m

Crude Diffs, Sanctions, & Impacts on US Refineries with Sarah Blome

Jan 13 2025 38 mins

Find the research behind this episode here. In this episode, Alex Melvin is joined by Sarah Blome to discuss the complexities of global crude oil markets with guest Sarah Bloom. The conversation covers the impact of different crude grades on stakeholders and the implications of sanctions on Iran and Venezuela. They delve into the nuances of U.S. refining capabilities, pipeline inf

Crude Stocks & Cold Shocks

Jan 06 2025 33 mins

Energy markets begin the new year with swift changes to weather, supplies, and economic stimulus. Find the research and full show notes here.

U.S. Natural Gas and Global Energy Dynamics

Dec 23 2024 37 mins

Find the full show notes and research behind the episode here. In this episode of the Energy Desk, hosts discuss the pre-Christmas market rally, notably for natural gas, despite warmer-than-expected weather forecasts. They discuss the recent increase in natural gas prices, comparing the current January 25 contract to earlier periods. Factors such as LNG infrastructure delays, add