EMD101 - Weekly Recap: Geopolitical Fade Confirmed

Welcome to Energy Markets Daily. Friday, January 16, 2026 — Weekly Recap. Week of Jan 12-16. **CRUDE OIL:** Wild week. WTI opened at $58.79, spiked to $62 mid-week on Iran tensions, now back to $59.22. Brent similar pattern—peaked near $66.50, back to $63.63. Geopolitical premium evaporated. Trump comments eased Iran strike fears. Venezuela resumed exports. EIA showed rising US crude and gasoline inventories. OPEC demand forecast 1.38 million bpd growth for 2026. IEA still divergent at 860K bpd. Supply forecasts: IEA 108.6 mb/d, OPEC 106.5 mb/d, EIA in between. Thesis confirmed: geopolitical spikes are selling opportunities. Surplus intact. **NATURAL GAS:** Henry Hub at $3.16, up from $3.12 mid-week. Futures slid 10% on reduced LNG flows. Feb contract at $3.12. Storage draw only 71 Bcf versus 146 Bcf 5-year average—warm weather impact. Working gas at 3,185 Bcf, 106 Bcf above 5-year average. But cold snap coming Jan 18-20, coldest days of the month. Enverus projects $3.80 winter average. 33 LNG vessels departed US ports last week. Thesis holds: weather volatility is noise. LNG structure intact. **NEXT WEEK CATALYSTS:** IEA Oil Market Report Jan 21. EIA Petroleum Jan 22. Cold snap Jan 18-20. **BOTTOM LINE:** Crude geopolitical fade confirmed. Gas weather dip loaded. Decoupling executes. **FINAL WORD:** Energy project needs capital? energymarkets@protonmail.com. Subject: Energy Capital. This is Energy Markets Daily. Monday: Strategic Positioning.

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

Episoder(260)

Geographic Feature: Nevada

Thursday, September 10, 2026. Nevada remains marginal oil/gas producer (172k bbl 2025 down from 177k 2024, 207k 2023; historical peak 4M bbl 1990) with zero in-state refining capacity (only asphalt 1,...

10 Sep 2min

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