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In this episode of the Energy Desk from Mobius Risk Group, the team dives into current macro and fundamental trends in global energy markets. They discuss recent OPEC data, the impact of geopolitical events such as the Russia-Ukraine conflict and President Trump's energy policies, and shifts in global oil and LNG demand forecasts. Additionally, they explore the implications of changes in energy transport routes due to geopolitical tensions and environmental factors, and the future landscape of U.S. LNG exports amid global trade dynamics.
00:00 Introduction to the Energy Desk
00:23 Valentine's Day and OPEC Updates
00:51 Global Oil Demand and Inventory Levels
08:23 Trump's Call to Putin and Market Reactions
14:48 European Energy Storage and Market Dynamics
25:13 Global Energy Trade Routes and Choke Points
32:07 US LNG Exports and Global Trade
41:52 Renewables and Fossil Fuels Interdependence
43:36 Conclusion and Final Thoughts
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