March 12, 2021
Saudi Arabia Remains Front and Center
The week began with another drone missile attack by Iranian backed Houthi rebels in Yemen.…
March 5, 2021
As Winter Wanes, Summer Looms for the Natural Gas Market
LNG exports, Power demand, and Industrial consumption have been key focal points for the past…
February 26, 2021
Accelerating Inventory Draw to Heighten 2Q Market Backwardation
The legacy crude production impact from the Texas blackout, the unilateral Saudi cuts in February/March,…
February 5, 2021
Challenges Faced in an Uncertain Environment: A Letter from Mobius’ Director of Client Success
It goes without saying, technology has played a crucial role in keeping our society going…
January 23, 2021
Kurdistan – An Important Island in the OPEC Sea
The Middle East is a complex tapestry of religious and ethnic groups, and few places…
January 8, 2021
Surprise Saudi Output Cut Speeds $50.00 WTI
It was a big week in the global oil markets. OPEC+ ministers met via Zoom…
December 11, 2020
Applying a Risk-Based Lens to Corporate Growth Initiatives
Many factors impact the success (or failure) of corporate growth initiatives. Whether organic growth capex,…
