Energy Markets Daily3 Des 2025

EMD069 - Macro Context: Central Banks, China, Inflation

Welcome to Energy Markets Daily. Wednesday, December 3, 2025 — Macro Context. The big picture driving energy: Central banks, China slowdown, inflation. **FED: RATE CUT ODDS HIGH** 87% odds for December Fed rate cut. FOMC Dec 9-10. Goldman sees cuts Dec, Mar, Jun 2026. Lower rates boost economic activity and energy demand. Core PCE at 2.91%. **ECB: ON HOLD** Rates unchanged Oct 2025. Inflation 2.0% target, Eurozone GDP 0.9%. Energy prices dragged forecasts lower. **CHINA: SLOWING DEMAND** GDP: BBVA 5%, UBS 4.0%, Rhodium 3-4.5% with stimulus. Oil demand sluggish. LNG imports down, domestic gas up. Electricity +5-6.5%, renewables absorbing growth. **INFLATION HEADWINDS** US CPI 3.0% Sep, energy +1.5% gasoline. Global inflation 4.5% 2025. Tariffs push core higher H2 2025. **ENERGY IMPLICATIONS** Fed easing supports demand, China weakness caps oil. OPEC+ fights oversupply. Natural gas firm: LNG, AI power demand. **FINAL WORD** Macro divergence: US easing, Europe steady, China slowing. Energy trades data: Crude bearish, nat gas bullish. Inquiries: energymarkets@protonmail.com. Subject: Energy Capital. Thursday: EIA Inventories. This is Energy Markets Daily.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(259)

Geopolitical Premium Persists

Wednesday, September 9, 2026. CRUDE OIL UPDATE: WTI trading near $93-$94/bbl testing $95 resistance. Sep 8 close Oct 2026 contract $93.50-$93.62 (+1.1-2.3% day), intraday highs $94.73, spot $92.36-$93...

9 Sep 2min

Technicals: Week 36

Tuesday, September 8, 2026. CRUDE OIL TECHNICALS. WTI crude trading near $92 to $93 per barrel. Testing key resistance. Price action September 7 close around $90 to $92.29. Consolidating near $90 afte...

8 Sep 2min

Geographic Feature: Costa Rica

Friday, September 4, 2026. COSTA RICA ENERGY PROFILE. OIL AND NATURAL GAS: Costa Rica reports no proven oil reserves, produces only ~400 b/d petroleum liquids (unchanged YoY 2025; zero crude/NGPL). Oi...

4 Sep 2min

Geographic Feature: Yemen

Thursday, September 3, 2026. YEMEN OIL AND GAS PROFILE. RESERVES: Oil reserves consistently estimated at ~3 billion barrels (Masila, Marib/Sab'atayn, Shabwa basins), stable since ~2009, ranking ~27th ...

3 Sep 2min

Middle East Tensions

Wednesday, September 2, 2026. CRUDE OIL SPIKE. September 2, 2026: Closed at approximately $89.39 USD per barrel. Open: approximately $89.24. High: approximately $89.61. Low: approximately $89.22. Chan...

2 Sep 2min

Technicals: Week 35

Tuesday, September 1, 2026. CRUDE OIL TECHNICALS: Price context ~$84.90-$86.29 recently (e.g., 85.63 one platform), intraday ranges 84.13-86.78. RSI14 ~54.9-58 neutral-to-buy signal; some 57-62 shorte...

1 Sep 2min

Strategic Positioning: Week 35

Monday, August 31, 2026. WEEK 35 OPENS. CRUDE OIL UPDATE: August 28, 2026 $83.40 (open ~$83.67, high ~$83.78, low ~$82.25; volume ~142K). August 29, 2026 No trading data available (weekend/non-trading...

31 Aug 2min

Geographic Feature: Oman

Friday, August 28, 2026. OMAN ENERGY PROFILE: Oman's oil and natural gas production showed notable growth in first half of 2026, driven by higher output, stable exports, and project developments. OIL ...

28 Aug 2min