Drew Lichter and Zane Curry of Mobius Risk Group discuss that while the US has gone through numerous economic cycles, the post cold-war era has been characterized by technological innovation, globalization, central bank easing, and relative global stability, allowing for strong economic growth.
These tends have led to a decline in heavy manufacturing, both in the United States and the broader western world, as it moved towards countries with cheaper labor – and often more lax labor and environmental standards.
However, over the past decade several factors have emerged that are beginning to significantly shift the macro picture for the global economy, as well as the micro picture for North American manufacturing – the most important of these factors being cheap and abundant energy. With ~1/3 of natural gas use in the US going to industrial demand, a revitalization of manufacturing would represent a meaningful tailwind for gas demand.
Mobius Risk Group is an independent commodity and physical energy risk advisory firm. Founded in 2002, Mobius provides strategic advisory services including financial, physical, and commodity risk management and valuation, carbon strategy development, and regulated energy oversight for producers, consumers, distributors and capital providers backed by its proprietary C/ETRM, RiskNet.
About EnerCom, Inc.
Founded in 1994, EnerCom, Inc. is an internationally recognized management consultancy advising companies on Environmental, Social & Governance (ESG), investor relations, corporate strategy/board advisory, marketing, analysis and valuation, media, branding, and visual communications design. Headquartered in Denver, EnerCom and its team of experts are passionate about the energy industry and our work to provide clients with wide range of services to build brand recognition that drives valuation and returns.
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