Energy Markets Daily15 Sep 2025

EMD013 - Strategic Positioning

Energy Markets Daily's Monday Strategic Positioning - September 15, 2025. Comprehensive briefing for energy executives and institutional capital. Opening snapshot: WTI $63.14/bbl (+0.93% daily), Brent $67.36/bbl (+0.66%), Henry Hub $2.974/MMBtu. Weekend developments: Ukrainian strikes on Russian energy infrastructure intensified, stalled peace negotiations maintaining geopolitical risk premium vs global supply surplus concerns. Baker Hughes milestone: US total rigs 539 (+2, third consecutive weekly increase), oil rigs 416 (+2), gas rigs 118 (unchanged), down 51 YoY. EIA September 10: Crude build +3.9M barrels to 424.6M vs -1M expected, gasoline +1.5M, distillates +4.7M indicating weaker demand. OPEC+ positioning: September 7 meeting increased October output 137,000 bpd, unwinding 1.65M bpd voluntary cuts, next meeting October 5. Natural gas outlook: EIA Q3 2025 $3.00/MMBtu, Q4 $3.70, 2026 $4.30. Major M&A: Diversified Energy/Canvas Energy $550M, Strathcona/MEG Energy revised $30.86/share, MOL/Port of Nigg joint acquisition. Technical levels: WTI support $62.26-$63.14 resistance $64.00, Brent $66.56-$67.36 testing $67.50, natural gas testing $2.90 support. Week ahead: Tuesday CPI, Wednesday China industrial production, Thursday EIA report, Friday rig count. Market caught between geopolitical support and fundamental oversupply concerns.

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Episoder(217)

Geographic Spotlight: Ecuador

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3 Jul 2min

Geographic Spotlight: Belarus

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2 Jul 2min

Strategic Positioning: Week 27 Midweek Update

Wednesday, July 1, 2026. WEEK 27 MIDWEEK UPDATE. WTI crude oil trading ~$69.98-$70.42. EIA Weekly Petroleum Status Report released today (covering week ending Jun 26, 2026). CRUDE OIL INVENTORY UPDATE...

1 Jul 3min

Technicals: Week 27

Tuesday, June 30, 2026. CRUDE OIL TECHNICALS: WTI trading near $70. Recent closes ~$70.04-$70.42. Intraday range $69-$71 area. KEY LEVELS: Psychological support zone $70 (key round-number level). Imme...

30 Jun 2min

Doha Talks Resume

Monday, June 29, 2026. WEEK 27 OPENS. WTI crude oil opened at $70.50. Recent session range high $70.97, low $69.32. Prior close Jun 26 $69.23. Latest quotes ~$69.95-$70.21 (up slightly from Friday clo...

29 Jun 2min

Weekly Recap: Week 26 Complete

Friday, June 26, 2026. WEEK 26 COMPLETE. Twenty-six weeks running. The thesis delivers again. CRUDE OIL RECAP: Monday opened $74.82 (deal live, Hormuz open, geopolitical premium intact). Tuesday techn...

26 Jun 2min

Crude Breaks $70

Thursday, June 25, 2026. CRUDE OIL UPDATE: WTI trading $69.20-$69.36 (down 1.4-1.7% from prior close ~$70.34). Daily range ~$69.01-$70.23. August 2026 contract ~$69.66. Recent performance down ~26% pa...

25 Jun 2min

EIA Inventory Report: Draws Continue

Wednesday, June 24, 2026. EIA CRUDE OIL INVENTORY REPORT RELEASED TODAY. Week ending June 19. Released June 24 at 10:30 AM ET. MOST RECENT DATA: EIA report released Jun 17 for week ending Jun 12: Comm...

24 Jun 2min