The first 2025 episode of Mobius Risk Group's 'Energy Desk' explores recent energy market trends, including the impact of mild weather on natural gas prices, U.S crude and gas market fundamentals, and inventory changes. The discussion covers U.S. sanctions on Venezuelan oil, European energy dynamics post-Ukraine-Gazprom deal, potential shifts in U.S. oil production, and contributions from countries like Guyana and Canada. The episode concludes with an analysis of the U.S. dollar's strength and global economic sentiment.
00:00 Introduction to the Energy Desk
01:03 Holiday Recap and Weather Impact
02:52 Inventory Insights and Market Reactions
06:55 European Gas Market Dynamics
13:57 US Crude Production and Market Trends
20:48 Venezuelan and Global Oil Production
27:37 Economic Indicators and Future Outlook
31:24 Conclusion and Final Thoughts