Mobius Risk Group

?? The Two-Winter Decision: What CFOs Need to Know About AI, Data Centers, and Energy Markets As AI adoption accelerates and data centers become critical infrastructure, energy markets are experiencing unprecedented demand shifts. This article explores how CFOs can navigate these complexities while balancing operational efficiency and environmental sustainability. ?? Read more: https://hubs.ly/Q02Zq-Ct0

[New] This week on the Energy Desk: In this episode, Zane and Alex cover several key economic and energy market developments. They discuss rising consumer and household loan defaults in the U.S. and notable drops in employment growth. The conversation shifts to inflation versus disinflation, the impact of a strong U.S. dollar, and geopolitical tensions involving U.S. and UK missile support to Ukraine, which may affect crude oil prices. The hosts also highlight significant jumps in natural gas prices due to colder weather forecasts and analyze China's economic slowdown, evident in reduced crude imports and refinery runs.

? AI + Energy Markets = A CFO's New Frontier Did you know data centers powered by AI are reshaping energy market dynamics? Mobius Risk Group breaks down the "Two-Winter Decision" and its implications for finance leaders managing risk in evolving energy landscapes. Dive into the insights: https://hubs.ly/Q02ZqyhW0

From consumer debt to refinery runs, this week's episode covers it all! Hear our experts' analysis on market trends and geopolitical tensions. Whether you're in the energy sector or simply keen on global economics, catch up on the latest insights: https://hubs.ly/Q02ZqY_k0

From today's Daily Market Update: The Crude Complex Today’s inventory data from the DOE came out in direct opposition to yesterday afternoon’s API stats with a much smaller build in crude, and an almost equal but in opposite directional change in gasoline stocks with the market not seeing the results as positive enough for the refining input to provide support to WTI. https://hubs.ly/Q02Z03890

New on the Energy Desk: OPEC v. DOE, A Strong Dollar, & TTF's Premium https://hubs.ly/Q02YzZHy0

Turning volatility into opportunity: The winter of 2023/24 presented unique challenges in the natural gas market. We used our expertise to develop strategies that not only protected our client's assets but also capitalized on market opportunities. https://hubs.ly/Q02S3j7t0

New on The Energy Desk: New Policies & The Fate of 'Liquid Gold https://hubs.ly/Q02Y2YC_0

Market participants are preparing for downstream economic consequences of the Republican party taking control of the House of Representatives, the Senate, and the Presidency. Burdensome regulations and barriers to leveraging the US’ cheap and abundant energy are likely targets of a unified Republican government, particularly in the wake of the Supreme Court’s ruling against Chevron Deference earlier this year. While the velocity with which the US unlocks the utility of its ‘liquid gold’ must contend with macro and geopolitical dynamics like the US’ relationship with Saudi Arabia (crude) and Qatar (LNG), the directional priorities are clear... Read more: https://hubs.ly/Q02Y2X1b0

New on The Energy Desk: Deglobalization of Refined Products Dissecting new refinery capacity, U.S. production growth, Guyana's supply outlook, and the bearish natural gas markets start to winter '24-'25.? https://hubs.ly/Q02WNnfk0