The Mobius team debriefs recent market conditions and discusses strategic takeaways from the 12-Day Iran-Israel conflict, covering themes like risk management over market holidays, how to prepare for and take advantage of opportunities when the market opens, and the factors to watch in periods of elevated volatility or uncertainty.
Episode Details: 21 minutes | Alex Melvin, Daron Bertillion & Mohit Arora
Listen: On the web | On Spotify
Catch up on the market
OPEC+ Accelerates Production Increases Beyond Market Expectations
The eight OPEC+ voluntary cut crew members announced a 548 kb/d production hike for August, surpassing market expectations for a fourth consecutive 411 kb/d monthly increase. Combined with pledged compensation cuts, total OPEC+ output is now scheduled to increase by 31.83 MMb/d in August, led by an 800 kb/d increase in Saudi production quotas since March.
Read Full Analysis | Energy Shots #145: OPEC8+ Surprises
Saudi Aramco Hikes Arab Light OSPs Across All Regions
Following Saturday’s OPEC8+ announcement, Saudi Aramco surprised demand-side bears with hikes to Arab Light OSPs to all regions: Asia +$1.00/bbl to $2.20 vs. Dubai/Oman, Northwest Europe +$1.40 to $4.65 vs. ICE Brent, Mediterranean +$1.40 to $4.45 vs. ICE Brent, and US +$0.40 to $3.90 vs. ASCI.
Read Full Analysis | Daily Market Update — July 7, 2025
Texas Grid Faces Demand Destruction from Solar Generation Growth
ERCOT's June 2025 grid data reveals solar generation averaged 65.6 GWh more per day than 2024, creating pronounced net load "duck curves" and new risks for thermal generators.
Read Full Analysis | Brief: Texas Gas Demand Destruction
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