Crude Stocks & Cold Shocks

Energy markets begin the new year with swift changes to weather, supplies, and economic stimulus.

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.

Request the research behind this podcast:

Show Timeline

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

SHARE