9/23 Mobius Risk Management Webinar Guests

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sl6886
Posts: 127
Joined: Tue Jul 14, 2020 7:57 am

9/23 Mobius Risk Management Webinar Guests

Post by sl6886 »

Dan,

I would like to offer a bit of constructive criticism regarding Friday's webinar with Mobius.

The speakers were subject matter experts in Oil & Gas. Some of their discussion and nomenclature (industry jargon) was beyond an intermediate audience level competency.

Notwithstanding the above, what I really felt was missing was their key points were not summarized back to them in an understandable way at the end of each topic. So, once I got lost, I stayed lost. Normally, I don't have a need for the moderator to summarize as the topics are relatively straight-forward, but in this case it would have been helpful if you would have translated because I believe you understood everything they said, and I understood about 55-60%.

Perhaps I was the only one to feel this way. If so, please disregard.

Scott
dan_s
Posts: 31692
Joined: Fri Apr 23, 2010 8:22 am

Re: 9/23 Mobius Risk Management Webinar Guests

Post by dan_s »

MY TAKE
It was too technical
Go to our website and download the slides and go thru them slowly.

Conclusions
> Global oil market is tight and will get much tighter this winter.
> US gas market is under-supplied heading into winter. Colder than normal winter could push ngas prices over $15.
Dan Steffens
Energy Prospectus Group
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