The Energy Desk – Details, episodes & analysis

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The Energy Desk

Mobius Risk Group

News

Frequency: 1 episode/7d. Total Eps: 33

Join Zane Curry and Alex Melvin for The Energy Desk. Leaning into Mobius Risk Group's unique expertise and perspective, we break down commodity and energy market trends and offer actionable insights for finance, procurement, and operations professionals at all levels. Each Monday, our hosts and guest experts analyze fundamentals and market dynamics to provide a fresh industry perspective.

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Data updated on 04/07/2026

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Apple Podcasts

🇫🇷 France - Business News
27/04/2025
#93
🇫🇷 France - Business News
26/04/2025
#85
🇫🇷 France - Business News
25/04/2025
#71
🇫🇷 France - Business News
24/04/2025
#61
🇫🇷 France - Business News
23/04/2025
#57
🇬🇧 Great Britain - Business News
22/04/2025
#88
🇫🇷 France - Business News
22/04/2025
#47
🇬🇧 Great Britain - Business News
21/04/2025
#63
🇫🇷 France - Business News
21/04/2025
#34
🇬🇧 Great Britain - Business News
20/04/2025
#48

Spotify

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https://www.mobiusriskgroup.com/podcast/price-wars-and-power-tech-giants-place-bets-on-reliability-and-crude-markets-brace-for-production
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https://www.mobiusriskgroup.com/podcast/the-price-of-anti-nuclear-policy-and-our-opec-outlook
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https://www.mobiusriskgroup.com/podcast/port-strikes-industrial-demand-and-opec-signals
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Score global : 28%

Publication history

Monthly episode publishing history over the past years.

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Speculative Positioning & Miscalculated Market Risks

Monday, April 21, 2025 • Duration 32:58

For the full show notes and research behind the episode, visit here.

In this discussion, Alex and special guest Mohit Arora, VP of Risk Analytics at Mobius, dive into current trends and statistical models in energy markets, focusing on WTI and Brent positioning, speculative metrics, and the impact of geopolitical and economic factors. They also explore broader economic indicators, the evolving role of AI and robotics in manufacturing, and the potential implications of U.S. trade negotiations and global energy dependencies.

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Will OPEC Regret Its Early Unwind?

Monday, April 14, 2025 • Duration 45:38

Access the resources and data behind this episode in the show notes.

This episode analyzes the ongoing US-China tariffs, their impact on US energy exports, and the resulting shifts in global energy markets. It also discusses OPEC's production policies, the global demand for oil and gas, and the potential geopolitical and economic ramifications involving key players like the EU, China, and Russia.

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Risks & Opportunities After ‘Liberation Day’

Monday, April 7, 2025 • Duration 44:06

Access the research behind the episode in the show notes.

Alex and Zane discuss the sweeping market impact of Trump's new tariffs, with commodities and equities tumbling across the board. They analyze exemptions for energy products, OPEC's surprise production increase, and debate whether AI-driven manufacturing could ultimately increase domestic energy demand despite current bearish sentiment.

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Tariffs & Weather Impacts on Regional Prices

Monday, March 31, 2025 • Duration 47:36

Find the research behind the episode here.

On this episode, hosts Alex Melvin and Zane Curry discuss various updates in regional pricing, tariffs, and the global crude and gas markets. Key topics include Western Canadian crude differentials, Mexican crude pricing trends, the Transmountain expansion project's impact on Canadian crude flow, and the geopolitical implications involving Venezuelan and Iranian crude in relation to India and China. A deeper dive into North American gas markets reveals significant changes in basis pricing, particularly in West Texas, southeastern U.S., and western markets. The discussion also touches on long-term natural gas pricing influenced by asset-backed securities (ABS) deals and projected LNG demand. The hosts conclude by discussing the broader market implications of these developments.

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Energy demand, OPEC's number game, and Powell's Fed

Monday, March 24, 2025 • Duration 33:58

Find the research behind the episode here.

In this episode, Zane and Alex discuss the arrival of spring and explore several energy-related topics. Key points include OPEC's production plans, U.S. import tariffs on Canadian and Mexican energy, and recent changes in the global energy market. They also touch upon renewable energy trends in Texas, highlighting records in wind and solar output, and consider broader economic indicators in the U.S. and Europe. The episode wraps up with a discussion on market volatility and future energy consumption.

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Will Russian Gas Return to the EU?

Monday, March 17, 2025 • Duration 40:25

Find the research behind the episode here.

This episode covers the unexpected weather changes, the Russia-Ukraine conflict's impact on global energy markets, and the complexities of EU gas imports and storage. The discussion includes US and EU gas inventory levels, temperature normals, regulatory issues in the US Northeast, and OPEC's recent production changes. The episode also examines Russian energy diversification to Asian markets and sets up future discussions on demand trends and recession concerns.

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The Thing About Peak Demand

Monday, March 10, 2025 • Duration 35:40

Find the research behind the episode and the show notes here.

In this episode, Alex and Zane discuss Montana's current trade relationships and fuel prices, the implications of rising energy demand in developing nations, and forecast trends for global coal consumption. They explore the geopolitical and economic impacts of energy consumption, focusing on the ongoing necessity for coal and other energy sources amidst efforts to limit gas use in the Western hemisphere. They highlight key players in coal mining and mineral supply, particularly China’s dominance, while addressing the challenges and ethical issues associated with transporting and exporting energy resources. The episode wraps up with a discussion on the future importance of critical minerals such as copper, cobalt, and lithium in global geopolitics.

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Geopolitical Crossroads for Global Crude Markets

Monday, March 3, 2025 • Duration 34:06

Find the research behind the episode in the show notes here.

The discussion centers around recent developments affecting the crude oil market, including President Trump's revocation of Chevron's special license in Venezuela, reaffirming Canadian and Mexican oil tariffs, and the potential long-term impacts on U.S. refiners. The conversation delves into the specifics of Venezuelan oil production, the historical context of U.S.-Venezuelan relations, the implications of Canadian and Mexican crude tariffs on North American refining, and the consequences of production issues in Mexico. The discussion also touches on the broader OPEC dynamics, the role of key global players like Saudi Arabia and Iran, and potential foreign investments in regions like Kurdistan and Kazakhstan. The episode closes with a brief mention of India's growing demand for refining capacity and how it could shape future oil markets.

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Greenland, Nuclear, & National Security

Monday, February 24, 2025 • Duration 46:35

Find the research behind this episode in the show notes here.

In this episode, the hosts discuss the current state and future potential of nuclear power worldwide, detailing the number of nuclear reactors and their capacity in leading countries like the U.S., China, and France. They explore the pressing need for expanding nuclear capacity in the U.S. in light of growing demand from data centers, AI, and crypto mining. The challenges of uranium supply, regulatory hurdles, and differing construction timelines are also examined. The conversation touches on government efficiency, the complexities of nuclear technology selection, and the strategic importance of Greenland’s rare earth elements and Arctic shipping routes. The episode concludes with a brief update on recent fossil fuel market trends, including natural gas withdrawal and crude oil inventory levels.

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Energy Markets & Russia-Ukraine Negotiations

Monday, February 17, 2025 • Duration 47:56

Find the research behind the episode here.

This episode of the Energy Desk covers recent developments in OPEC data, the influence of geopolitical events on global energy markets, shifts in global oil and LNG demand forecasts, and the future of U.S. LNG exports. The discussion also touches on the impact of changes in energy transport routes and the interdependence of renewables and fossil fuels.

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The Energy Desk – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

The Energy Desk – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other4

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other4

Apple Podcasts

Spotify