Mobius Risk Group – Oil & Gas 360

Exclusive: Mobius Risk Group at EnerCom Denver-The Energy Investment Conference 2024

September 16, 2024

Oil and Gas 360 Publisher’s Note: You can view the EnerCom Denver—The Energy Investment Conference and the Energy Transition and Emerging Technologies Series presenter replays for a limited time. 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

The road ahead: Renewable diesel & SAF

June 13, 2024

Oil and Gas 360 Overproduction, collapsing BO-HO spreads, and saturated D4 RIN markets complicate the near-term outlook, though new policy-driven incentives are set to take effect in 2025 The Road Ahead: Renewable Diesel and SAF A wave of federal incentives and favorable bean oil spreads brought renewable diesel and sustainable aviation fuel (SAF) producers to the table, vying to capture

Mobius Intel Brief: ERCOT breaks $5,000/MWh

May 13, 2024

Oil and Gas 360 Mobius Intel Brief Texas power prices jumped from a high of less than $60/MWh on Tuesday (05/07) to over $5,000/MWh at peak net load on Wednesday (05/08) as record-warm May temperatures and high levels of generation outages combined to pressure system-wide supplies. Variable wind output showed its limitations as a power resource of the future as

Risks From China’s Demographic Crisis- Why China’s long-term economic outlook is complicated by an aging population and shrinking labor force

April 9, 2024

Oil and Gas 360 Energy Shots (Mobius Risk Group): Why China’s long-term economic outlook is complicated by an aging population and shrinking labor force. Summary: Long-Term Growth Handicapped by Aging Population: China’s hopes to become a high-income developed country must reconcile an aging population and a shrinking working class. The country’s infamous “one-child” policy from 1980-2015 created a demographic crisis

The new era of power demand growth: How AI-driven power demand fits into a changing generation mix

March 26, 2024

Oil and Gas 360 Energy Shots By Mobius Risk Group Summary: The New Era of Power Demand Growth: Two decades of sub-1% annual growth in electricity consumption is nearing its end as AI-fueled power demand sets a new course for the U.S. generation fleet. Forecasts from institutions like the IEA see global power demand from data centers, AI, and cryptocurrency

Europe’s new oil ally

March 18, 2024

Oil and Gas 360 ExxonMobil announced yet another discovery in its coveted Stabroek block in Guyana. The Bluefin well encountered 197 feet of hydrocarbon-bearing sandstone in 4,244 feet of water, adding to Exxon’s growing list of over 30 oil discoveries in the Stabroek block since 2015. The latest announcement follows explosive growth in Guyana’s production, which benefitted from the early

Trouble for U.S. diesel and gasoline exports

March 11, 2024

Oil and Gas 360 After years of delays and running $7 billion over budget, Pemex’s CEO says the company’s new Dos Bocas (Olmeca) 340,000 bpd refinery will reach maximum production by the end of March. The new refinery will produce 170,000 bpd of gasoline and 120,000 bpd of ultra-low sulfur diesel, increasing Pemex’s fleet-wide output forecasts by 60% to 1.05

Ethanol’s Last Stand: U.S. ethanol producers are on the cusp of calamity, but hopes are growing for policy-driven longevity

February 22, 2024

Oil and Gas 360 Ethanol’s Last Stand U.S. ethanol producers are on the cusp of calamity, but hopes are growing for policy-driven longevity. Summary: Ethanol Producers’ Last Stand: Declining gasoline demand forecasts present a catastrophic risk to an industry born out of the EPA’s renewable fuel standards, which mandate ethanol blending in fuels. The industry’s lobbying could pay off, however,

Exclusive: Mobius Risk Group at the 2023 EnerCom Denver-The Energy Investment Conference

September 1, 2023

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. mobiusriskgroup.com About EnerCom, Inc. Founded in 1994, EnerCom, Inc. is an internationally

Exclusive: Mobius Risk Group at EnerCom Dallas-The Energy Investment & ESG Conference®

May 4, 2023

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

Exclusive Interview: Qnergy – stirling engines for addressing methane emissions - oil and gas 360

Exclusive Interview: Mobius Risk Group previews commodity and physical energy risk at EnerCom Dallas

April 19, 2023

Publisher’s Note: Dan Genovese with EnerCom sat down with Drew Lichter and Zane Curry of Mobius Risk Group to preview their presentation and panel at EnerCom Dallas – The Energy Investment & ESG Conference + The Energy Venture Investment Summit, April 18-19, 2023 at Hotel Crescent Court, Uptown Dallas. They will be giving a presentation entitled Refining and Natural Gas

Exclusive: Mobius Risk Group at EnerCom Denver-The Energy Investment Conference

August 24, 2022

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

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