Mobius Risk Group

Grow with us! Mobius is looking for a natural gas scheduler to join our team. Link to the role description in the comments.

We are hiring a Natural Gas Scheduler to join our team in Houston. Get more information here: https://lnkd.in/gFPMUdkh

ES #126: The Strategic Relevance of Ukrainian Minerals A closer look at Ukraine's energy and other mineral resources as the US proposes a mineral revenue-sharing agreement in a potential US-brokered deal to end the Russia-Ukraine war.

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U.S. LNG exports are growing fast. Asia & Europe are securing long-term supply, reshaping global trade. More insights in our latest podcast. Listen here: 🎧 https://hubs.ly/Q036Y93Q0

Stop Hidden Fees from Draining Your Revenue Manually tracking midstream fee escalations? You could be losing money without even realizing it. Don't leave money on the table. Take control of your midstream fees with MidstreamHQ. Link in comments to register for the webinar.

Energy Forecasts: What’s Driving the Discrepancies? OPEC, the IEA, and the DOE each provide oil demand projections—but they don’t always align. What’s behind these differences, and how do they impact global markets? This week’s Energy Desk episode unpacks: -The latest demand revisions from major forecasting agencies - Market reactions to shifting supply expectations - What this means for energy traders and policymakers Get the full breakdown in our latest episode.

From the latest episode of The Energy Desk

Energy Shots: Easing Trade Disruptions vs. Tariffs President Trump’s tariff threats and intensifying negotiations between the US and major trade partners have led to a prevailing market narrative that inflation and borrowing costs have considerable upside skew in 2025. The latest rate cut probabilities derived from the markets’ Fed Fund futures positioning shows >99% aggregated odds for just two 25 bps cuts by the Fed’s meeting on December 10, 2025. However, a closer look at global trade patterns in 2024 provides a counterargument to the markets’ consensus inflation expectations. The inflationary effects of US tariffs must contend with the disinflationary effects of 1) a successful Israel-Hamas ceasefire that restores traffic through the Suez Canal, 2) eased restrictions and restored vessel traffic through the Panama Canal, and 3) early-January’s successful ILA-USMX labor agreement negotiations that ended disruption threats at major US ports.

Tune in for the discussion about the impact of the DeepSeek R1 AI model on energy markets, natural gas and crude oil market trends, and the geopolitical dynamics involving the US, India, and Russia and their implications for energy demand and AI development.