The intelligence layer for businesses that buy energy and other commodities.
A weekly briefing from the Mobius strategy team — written for procurement, finance, and operations teams that need a clear, independent read on the markets that drive their cost structure.
A weekly briefing from the Mobius Strategy team, written for leadership, finance, and trading. Independent of any trading counterparty.
Book a call to learn moreMost market commentary comes from someone who has a position in the trade — a bank desk selling derivatives, a midstream counterparty marketing capacity, a research shop selling subscriptions to the broadest possible audience.
Mobius's structure is different. The firm earns no transaction revenue, holds no proprietary position, and takes no discretion without client authorization. That structure has anchored every Mobius engagement since the firm was founded in 2002, and it's the structure that makes Strategy Direct a usable input for executive, finance, and procurement teams who need a view they can act on.
Strategy Direct draws on the same market intelligence layer — Mobius Alpha — that powers Mobius's managed advisory, execution, and mid-back office work. Clients get the institutional view, not a stripped-down newsletter version.
Built for commodity-exposed businesses, not generalists. Strategy Direct - Consumer is calibrated for procurement, finance, and operations teams with material exposure to crude, natural gas, refined products, power, metals, ags, and more.
Operators and lenders don't need more data. They need a point of view they can act on.
Energy is a top-three cost line. Most consumers manage it with a price screen and a supplier email.
Industrial plants, data centers, utilities, and commercial portfolios all share the same pattern:
energy is one of the largest cost lines in the business, but the people responsible for managing it sit between a supplier with a margin to protect and a CFO who wants cost predictability.
Market context arrives late, basis and tariff structure are opaque, and hedge decisions get made on whatever data is in the room that morning.
Strategy Direct closes that gap.
A weekly briefing built for procurement decisions, not for reading.
Each Strategy Direct briefing is written by senior Mobius subject matter experts and delivered every Wednesday. It covers the week's material price moves, the fundamentals behind them, and the implications for hedging, procurement, and capital planning. Mobius's financial and physical strategy experts are also available through subscription and bespoke solutions.
Procurement & curve view
The week's material moves in natural gas, power, refined products, and diesel — what moved, what drove it, and what's still developing on the buy side of the curve.
Basis, tariffs, and delivered cost
The regional basis spreads, pipeline constraints, ISO congestion, and tariff components that drive delivered cost — not just the headline benchmark. Specific to the client's delivery points.
Power markets and ISO exposure
ERCOT, PJM, MISO, CAISO, and NYISO context — capacity, ancillaries, congestion, and the regulatory developments that change how power lands on the bill.
Fundamentals and context
Storage, weather, generation stack, demand, and the maintenance events that drive near-term price action on the buy side and forward curves, implied volatility, and positioning data.
Strategy Direct is built for four core profiles.
Industrial and Manufacturing
Commercial andAggregated Load
Utilities and Regulated
Data Center and Hyperscale
The Strategy Report — paired with Mobius Alpha for market intelligence, and extendable into hedge execution (as agent) and mid-back office.
Strategy Direct is the entry point into Mobius's advisory suite. It pairs naturally with Mobius Alpha, the market intelligence platform that supplies the forward curves, scenario analytics, and fundamentals data behind the weekly briefing.
For teams that need more than a weekly briefing — quarterly check-ins, monthly working sessions, or fully integrated hedge program support — Mobius offers tiered Financial Transaction Support engagements (Professional, Enterprise, and Bespoke). For physical exposure, Strategy Direct pairs with Physical Operations Solutions and MidstreamHQ or CrudeHQ (operational platforms).