Mobius Risk Group

Natural gas, AI, and the future of energy, sounds like a wonky mix, but trust us, this one's worth a listen. Chuck sits down with the crew from Mobius Risk Group to break down why natural gas is the unsung hero behind AI’s growing power demands, how energy markets are shifting under the weight of geopolitics, and where the real opportunities lie in the scramble for reliable electricity. There’s talk of data centers, infrastructure bottlenecks, and why energy independence might not mean what you think it does. Plus, a few contrarian takes that might just change how you see the whole industry.

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Click here to view the episode transcript.

00:00 - Intro
06:05 - Mobius Risk Group
08:31 - $4 Gas Prices Explained
12:39 - Europe’s Energy Crisis Overview
15:48 - Oil Production Limits
21:40 - Natural Gas Prices Drivers
27:50 - Future Energy Pathways
29:38 - Alex's Insights
32:14 - Regulatory Uncertainty Challenges
35:05 - Big Tech and Oil & Gas Engagement
39:15 - Future Energy Landscape
42:10 - Energy Poverty and Socioeconomic Impact
44:47 - Client Advisory Strategies
47:20 - Trump’s Energy Policy Analysis
53:18 - Future Energy Predictions
56:01 - Contacting Mobius Risk Group
56:55 - Missed Topics Discussion
1:02:50 - Nord Stream 2 Incident Analysis
1:05:50 - Outro
1:09:10 - Future Developments in Energy
1:12:40 - Refining Capacity Insights

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