Energy Markets Daily

Energy Markets Daily's Friday Weekend Wrap - September 19, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.57/bbl (flat daily, +1.38% monthly), Brent $67.52/bbl (+0.12% daily, +1.03% monthly), Henry Hub $2.94/MMBtu (flat daily after volatile week). Energy ETFs: USO $74.69 (-0.37%), UNG $12.67 (-3.28%). Baker Hughes rig count Friday: US total rigs 539 (+2 weekly to Sept 12), oil rigs 421 (+3), gas rigs 118 (-1), year-over-year down 51 rigs from Sept 2024, preliminary Sept 19 oil rigs 416 (slight decline). Weekly energy performance wrap: WTI mixed performance with Fed rate cut impact absorbed, Brent geopolitical premium maintaining support above $67, natural gas volatile on storage data (+90 Bcf injection exceeded expectations), energy...

Energy Markets Daily's Thursday EIA Focus - September 18, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.70/bbl (-$0.35 daily, range $63.45-$64.47), Brent $67.66/bbl (-0.43% daily, range $67.34-$68.36), Henry Hub $3.08/MMBtu (-0.53% daily, one-week low). Energy ETFs: USO $75.15 (+0.12%), UNG $12.99 (-1.22%). Critical EIA petroleum status report: Crude inventories massive draw -9.3M barrels vs +1.8M expected, total stocks 415.4M barrels (5% below five-year average), Cushing storage -296K barrels, unexpected draw supporting prices despite post-Fed weakness. Post-FOMC energy reaction: Fed 0.25% rate cut delivered to 4.00%-4.25% range, oil prices declining despite stimulus expectations, Fed's "gloomy" tone on deteriorating jobs...

Energy Markets Daily's Wednesday China Focus - September 17, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $64.44/bbl (post-FOMC positioning), Brent $68.36-$68.46/bbl, Asian energy JKM LNG pricing dynamics, Singapore fuel oil complex. China industrial production focus: August data +5.2% YoY vs 5.7% July (weakest since August 2024), manufacturing PMI official 49.4% (5th consecutive month below 50), Caixin 50.5%, power generation growth robust despite industrial slowdown, coal output declined 3.2% YoY, steel production -0.7%. Post-FOMC energy impact: 25 basis point rate cut expected September 17 at 2 p.m. ET, traders balancing rate cut stimulus vs geopolitical concerns, lower rates potentially boosting economic activity and fuel...

Energy Markets Daily's Tuesday FOMC Focus - September 16, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.47/bbl (range $63.31-$63.52), Brent $67.63/bbl (+0.25% daily, +19 cents), Henry Hub $3.02/MMBtu (-0.90% daily). Energy ETFs: USO $74.23 (+1.25%), UNG $12.91 (+3.20%). FOMC decision focus: Federal Reserve meeting September 16-17, market expects 96% probability 0.25% rate cut to 4.00%-4.25% range, energy impact from weaker dollar could boost fuel demand. Geopolitical developments: Ukrainian strikes on Russian energy infrastructure intensified, mounting US pressure on Russian crude buyers, Gaza tensions adding supply risk premium. Natural gas storage: EIA +71 Bcf injection vs 69 expected, total storage 3,343 Bcf (6% above five-year average), projection 3,872 Bcf...

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...

Energy Markets Daily Weekend Wrap - Friday September 12, 2025. 4-minute strategic synthesis for energy executives. Friday close: WTI $61.85/bbl (-0.71%), Brent $65.85/bbl (-0.58%), Henry Hub $2.91/MMBtu (-0.38%). Weekly gains: WTI +$0.39 to $62.26, natural gas +$0.04 to $3.09. Baker Hughes milestone: Total rigs 537 (+1, first increase in 7 weeks), oil rigs 414 (+2), gas rigs 118 (-1). EIA Wednesday: Crude build 3.9M barrels to 424.6M, exports down 1.1M bpd. Natural gas storage +71 Bcf, production 106.7 vs 101.2 Bcf/day YoY. Markets: Crude range-bound neutral, gas neutral-bearish. Monday calendar: OPEC+ technical committee, Tuesday CPI, Wednesday China data.

Energy Markets Daily's Market Update following yesterday's pivotal EIA Weekly Petroleum Status Report. Opening price snapshot: WTI $63.64/bbl (-0.05% daily, -7.73% YoY), Brent $67.46/bbl (-0.05% daily, -6.27% YoY), Henry Hub $3.02/MMBtu (-0.36% daily, +28.04% YoY). Critical EIA results: Crude inventories +3.9M barrels to 424.6M barrels (vs -1M expected), gasoline stocks +1.5M barrels, distillate stockpiles +4.7M barrels, Cushing storage -365,000 barrels. Geopolitical factors: European TTF above €33/MWh, Israeli strikes in Qatar, Russian drone attacks on Ukraine, Europe's storage at 79.6% capacity. Institutional outlook: EIA projects Brent declining to $59/bbl Q4 2025, $50/bbl early 2026, global oil inventories rising 2M+ bpd through Q1 2026.

Energy Markets Daily's EIA Focus - pure data density ahead of today's critical EIA Weekly Petroleum Status Report at 10:30 AM ET. Opening price snapshot: WTI $63.24/bbl (+1.04% daily, -3.8% YoY), Brent $67.18/bbl (+1.25% daily, -2.9% YoY), Henry Hub $3.12/MMBtu (+1.3% daily, +38.4% YoY). Critical EIA expectations: Market expects crude draw 2.1M barrels for week ending Sept 6 following API's 1.25M barrel build, gasoline inventories expected to decline 1.8M barrels, distillate stocks forecast +0.5M barrels. Natural gas storage: EIA expected to report 48 Bcf injection vs 52 Bcf five-year average, working gas stocks projected 3,265 Bcf (4.8% above average). Institutional positioning for potential API/EIA divergence, technical levels, and...

Energy Markets Daily's Market Brief - pure data density for institutional energy capital. Opening price snapshot: WTI $62.59/bbl (+0.53% daily, -4.88% YoY), Brent $66.35/bbl (+0.50% daily), Henry Hub $3.08/MMBtu (-0.26% daily, +4.33% monthly). Critical API inventory results: Crude +0.622M barrels vs -3.4M expected, gasoline -4.577M barrels, distillates +3.687M barrels, Cushing +2.063M barrels. Market positioning data: EIA storage injection 55 Bcf vs 36 Bcf five-year average, working gas stocks 3,217 Bcf (5% above average), 12-month futures strip $3.725/MMBtu, U.S. production expected 13.6M bpd by December 2025. Institutional outlook: EIA forecasts Brent $58/bbl Q4 2025, $51/bbl 2026, global oversupply expected late 2025/2026.

Energy Markets Daily's Week Ahead - pure data density for institutional energy capital. Opening price snapshot: Brent $62.65/bbl (+1.26% daily, -8.82% YoY), WTI $61.87/bbl, Henry Hub $3.073/MMBtu. Critical OPEC+ results: October output increase 137,000 bpd (significantly lower than September's 547,000 bpd). Baker Hughes rig count: 537 total (+1), oil rigs 414 (+2), gas rigs 118 (-1) - first increase in seven weeks. Institutional positioning: WTI technical support $63.93-$65.46, global upstream investment down 6% in 2025, OPEC+ spare capacity 5.7 million bpd. Week ahead calendar and positioning for energy executives.

Energy Markets Daily's Weekend Wrap - the strategic weekly synthesis that positions energy executives for weekend awareness and Monday advantage. We cover this week's crude performance with Brent at $66.83/bbl and WTI at $63.39/bbl, surprise 2.4 million barrel inventory build, natural gas dynamics with Henry Hub at $3.09/MMBtu and record LNG exports, Baker Hughes rig count milestone at 536 (lowest since October 2021), and critical weekend positioning factors including OPEC+ meeting September 7th and Goldman Sachs forecasting Brent at $50 by 2026.

Energy Markets Daily's Market Update following today's pivotal EIA Weekly Petroleum Status Report. We analyze the surprise crude inventory build of 0.62 million barrels (contrary to expectations), gasoline inventory draw of 1.3 million barrels signaling continued strong demand, refinery utilization at historically low 75.8% vs typical 90% for late summer, and the strategic implications for energy executives and institutional capital allocation decisions.

Energy Markets Daily's EIA Focus - the critical market positioning that energy executives need ahead of tomorrow's pivotal EIA Weekly Petroleum Status Report, delayed to Thursday 12:00 PM ET due to Labor Day. We cover the setup for post-Labor Day demand data, crude inventories at 418.3 million barrels (6% below five-year average), refinery utilization at 94.6% capacity, gasoline production at 10 million bpd, and the institutional positioning that drives billion-dollar energy decisions.

Energy Markets Daily's Tuesday Intelligence - the core daily intelligence that energy executives need for real-time market positioning. We cover current crude markets with Brent at $68.46/bbl and WTI at $64.96/bbl (both near 3-month highs), natural gas at $2.997/MMBtu, Wednesday's critical EIA Weekly Petroleum Status Report, major M&A including Harvest Midstream's $1B MPLX acquisition, geopolitical developments, and institutional positioning for the oversupply vs geopolitical risk premium battle.

Energy Markets Daily's Monday Week Ahead Intelligence - the strategic positioning that energy executives need for superior capital allocation decisions. We cover crude markets setup with WTI at $64.09 and Brent at $68.09, natural gas intelligence with October Henry Hub at $2.997/MMBtu, drilling activity with US rig count at 536 (lowest since August 2021), geopolitical developments including September 7th OPEC+ meeting, and institutional positioning for the week's energy capital opportunities.

Energy Markets Daily's Friday Weekend Briefing - the strategic intelligence synthesis that positions energy executives for weekend awareness and Monday advantage. We cover this week's key energy market movements, critical developments to monitor over the weekend, next week's energy calendar, and weekend reading recommendations for serious energy capital. The strategic intelligence that carries through the weekend and drives Monday's billion-dollar energy decisions.

Welcome to Energy Markets Daily - essential intelligence for global energy capital. This inaugural episode establishes our authority as critical intelligence for oil & gas executives, energy investors, and institutional capital allocating $100M+ in the energy sector. We cover our mission to deliver superior energy market intelligence sourced from the same trading floors, boardrooms, and energy desks where your competition operates.