EMD097 - Strategic Positioning: Week Three of 2026

EMD097 - Strategic Positioning: Week Three of 2026

Welcome to Energy Markets Daily. Monday, January 12, 2026 — Strategic Positioning. Week three of 2026. **CRUDE OIL:** WTI at $58.79, down 0.56%. Brent at $63.28, down 0.10%. Rebound holds $58 support. OPEC+ cuts extended through 2026—underproducing 1.3 million bpd. IEA projects 3.85 million bpd surplus. EIA Petroleum Status delayed to Jan 22 for MLK Day. **NATURAL GAS:** Henry Hub $3.11, recovering from $2.82 low. Feb futures $3.525. Mild weather through Jan 23 caps demand. Storage 3,256 Bcf, 1% above 5-year average. LNG exports 18.5 bcf/d near record. EIA projects $4.20 for 2026. Weather dip is the buy. **CATALYST WATCH:** EIA Jan 22. Late Jan cold potential. OPEC+ May 28 ministerial. **BOTTOM LINE:** Crude surplus looms. Gas oversold, LNG structure holds. Trade the decoupling. **FINAL WORD:** Energy project needs capital? We connect to institutional/family office networks. energymarkets@protonmail.com. Subject: Energy Capital. This is Energy Markets Daily. Tuesday: Technicals.

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Geopolitical Tensions Rising

Geopolitical Tensions Rising

Wednesday, January 8, 2026. WEEK 2 MIDWEEK UPDATE. WTI crude oil settled at $57.76, up $1.77 or 3.2%. Sharp rebound after two consecutive days of declines. Two-week high. Brent up 3.4% to $61.99. KEY ...

8 Juli 2min

Geographic Spotlight: Ecuador

Geographic Spotlight: Ecuador

Friday, July 3, 2026. GEOGRAPHIC SPOTLIGHT: ECUADOR. CURRENT PRODUCTION LEVELS: Ecuador's crude oil production averaged ~461,000-466,000 bbl/d Jan-Feb 2026. Daily lifts reported ~452,817-458,207 bbl/d...

3 Juli 2min

Geographic Spotlight: Belarus

Geographic Spotlight: Belarus

Thursday, July 2, 2026. GEOGRAPHIC SPOTLIGHT: BELARUS. PRODUCTION OVERVIEW: Belarus produced ~25,000 bbl/d early 2026 (well below historical avg 33,650 bbl/d since 1993). Production reached 30-year hi...

2 Juli 2min

Strategic Positioning: Week 27 Midweek Update

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 Juli 3min

Technicals: Week 27

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 Juni 2min

Doha Talks Resume

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 Juni 2min

Weekly Recap: Week 26 Complete

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 Juni 2min

Crude Breaks $70

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 Juni 2min

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