The standing intelligence layer for commodity-exposed businesses.
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 trading 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 is calibrated for operators, lenders, and producers with material exposure to crude, natural gas, refined products, or power.
Operators and lenders don't need more data. They need a point of view they can act on.
Commodity-exposed teams are buried in daily price screens, broker color, and conflicting outlooks from counterparties who have a position in the trade.
By the time leadership, finance, and trading sit down to discuss what to do, the week has moved on and the conversation re-starts from scratch.
Strategy Direct closes that gap. It is the standing advisory layer that keeps the executive team, the finance team, and the trading team operating from the same view of the market — every week, from the same advisor, with no agenda beyond the client's exposure.
A weekly briefing built for 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.
Strategic view
The week's material moves in crude, natural gas, refined products, and power — what moved, what drove it, and what's still developing.
Basis and differential
The regional basis spreads, quality differentials, and pipeline constraints that matter to producer receipts and consumer costs — not just the headline benchmark.
Fundamentals
Storage, inventories, production, demand, and the maintenance and weather events that drive near-term price action., refined products, and power — what moved, what drove it, and what's still developing.
Market opportunities
Weekly note from the advisory team on the regional or structural development worth tracking.
Strategy Direct is built for four core profiles.
Producers — E&P and Midstream
Traders & Merchants
Banks, Lenders, and Private Equity
Heavy Industrial and Commercial Buyers
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).