Energy Markets Daily

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Thursday, November 20, 2025 — EIA Inventory Reports. The data is in. Crude drew. Natural gas withdrew. But the market didn't care. Let's break down why. **Crude Oil - Surprise Draw** U.S. commercial crude oil inventories decreased by 3.4 million barrels for the week ending November 14th. Total stocks now sit at 424.2 million barrels. This is about 5% below the five-year average for this time of year. Analysts expected a draw of only 603,000 barrels. The actual draw was nearly six times larger. What drove it? Stronger crude exports. U.S. crude exports su...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Wednesday, November 19, 2025 — Macro Context. Today, we examine the global economic forces driving energy markets. The correlation between global growth and energy prices is breaking. **The Macro Landscape** The OECD cut its global growth forecast for 2026 to 2.7%. The engine is sputtering. China's property crisis continues. Industrial output is slowing. The transition from infrastructure to consumption is bearish for diesel and crude. Europe is flirting with recession. Manufacturing PMIs in Germany remain in contraction. High energy costs are de-industrializing the continent. The US is the exception. GDP growth remains at 2.1%, dr...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Tuesday, November 18, 2025 — Technicals. Today, we analyze the technical setup across WTI crude, Brent crude, and natural gas. The charts are telling a clear story. **WTI Crude - Bearish Breakdown** WTI crude dropped to $59.40 per barrel today. This is a breakdown. **Support and Resistance:** Support: $58.00, then $56.14 (61.8% Fibonacci extension). Below that, $54.59 and $52.09 are in play. Resistance: $60.82 (50-day moving average), $61.52 (200-day moving average), and $62.50. **Moving Averages:** The 100-day SMA is below the 200-day SMA. This confirms bearish momentum. The gap is widening. Price is trading below both dynamic inflection points. WTI te...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Monday, November 17, 2025 — Strategic Positioning. We're back with live market updates. Today, we examine the critical price levels defining energy markets and what they mean for positioning into year-end. **Current Market Snapshot** WTI crude is trading at $59.44 per barrel. Brent sits at $63.74. Natural gas at Henry Hub closed last week at $3.60 per MMBtu. The December NYMEX contract is at $4.53. These aren't random numbers. They're battlegrounds. **Crude Oil - The $60 Floor** WTI has been consolidating around the $60 level. This is the line in the sand. Last week, crude turned lower as...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Friday, November 14, 2025. Before we begin—a quick note. Our producer is on vacation, so today's episode is pre-set and won't include live market updates. We'll be back Monday, November 17th, with real-time analysis. Today, we're focusing on Argentina: South America's sleeping energy giant that's finally waking up. **The Argentina Energy Thesis** Argentina holds the world's second-largest shale gas reserves and fourth-largest shale oil reserves. The Vaca Muerta formation alone contains 308 trillion cubic feet of natural gas and 16 billion barrels of oil. For context, that's comparable to the Eagle Fo...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Thursday, November 13, 2025. Before we begin—a quick note. Our producer is on vacation, so today's episode is pre-set and won't include live EIA inventory data. We'll be back Monday, November 17th, with live market updates and real-time analysis. For now, let's shift focus to something bigger: Africa's energy opportunity. **The Africa Energy Thesis** Africa holds 125 billion barrels of proven oil reserves and 620 trillion cubic feet of natural gas. Yet the continent produces just 7% of global oil and 6% of global gas. That's not a resource problem. It's an infrastructure an...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Wednesday, November 12, 2025 — Macro Context: Energy Demand Divergence. Today, we examine the global economic conditions driving the split between crude oil's bearish sentiment and natural gas's structural strength. **Global Economic Outlook** The IMF projects global GDP growth at 3.2% for 2025—steady, but uneven. Advanced economies are slowing. The U.S. is cooling from 2.8% in 2024 to 2.2% in 2025. The Eurozone remains weak at 1.2%. China, the world's largest crude importer, is decelerating to 4.5%, down from 5.0% in 2024. This matters because crude demand is tied to industrial activity and transportation. When China slows, crude feels it f...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Tuesday, November 11, 2025 — Technicals: Crude Fades Below $60, Gas Consolidates at $4.34. Today, we dissect the market structure and key price levels, providing actionable tactical setups grounded in real-time data. WTI crude oil faded Monday's bounce, falling to $59.94, down 0.31% from Monday's close at $60.26. In early Tuesday trading, crude is hovering around $59.90 to $59.96 per barrel. The technical picture is unambiguous: crude continues to trade within a descending channel pattern, with bearish momentum intact. The 100-day Simple Moving Average is below the 200-day SMA, confirming that the path of least resistance is to the do...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Monday, November 10, 2025 — Strategic Positioning: Crude Reclaims $60, Gas Surges 4%. Today, we set the strategic framework for the new week, examining crude's bounce from Friday's breakdown and natural gas's explosive 4% surge. WTI crude oil reclaimed the $60 level on Monday, rising to $60.26, up 0.85% from Friday's close at $59.60. This bounce is driven by two factors: optimism that the U.S. government shutdown might end soon, potentially boosting demand, and geopolitical supply risks from Ukraine drone strikes and tighter U.S. sanctions on Russian oil companies like Rosneft and Lukoil. However, the technical pi...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Friday, November 7, 2025 — Friday Recap: Crude's Structural Breakdown, Natural Gas's Demand Strength. This week, we witnessed a complete narrative arc in energy markets, from strategic positioning to inventory reality. Today, we synthesize the entire week and outline the disciplined weekend playbook to reinforce conviction in long-term positioning. Monday set the strategic framework. OPEC+ announced a pause in production increases for Q1 2026, positioning it as a tactical response to oversupply concerns. WTI crude was trading at $61.20 to $61.30, and natural gas was at $4.10, up 22% for the month. The narrative was one of st...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Thursday, November 6, 2025 — EIA Inventory Reports: Crude Breaks $60, Gas Storage Comfortable. Today, we dissect the latest EIA inventory data, which delivered a critical market signal: crude oil's breakdown below the $60 support level and natural gas storage's continued comfort. The headline from this morning's EIA report was a surprise crude oil build. Commercial crude oil stocks rose by 5.202 million barrels for the week ending November 5th, far exceeding the expected increase of 1.8 million barrels. This was the largest build since July. Total commercial crude oil stocks reached 421.2 million barrels, which is ab...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Wednesday, November 5, 2025 — Macro Context: Global Slowdown, Central Banks Easing, Energy Demand Divergence. Today, we zoom out to examine the global economic conditions and forward-looking forecasts that are shaping energy markets through year-end 2025 and into 2026. The global economy is navigating a period of continued slowdown. The International Monetary Fund projects global growth at 3.2% for 2025, a slight upward revision from April but still reflecting a downward trend from 2024. The World Bank, however, is more pessimistic, forecasting just 2.3% growth for 2025, marking the weakest pace since 2008 outside of global recessions, with growth fo...

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Tuesday, November 4, 2025 — Technicals: Crude Tests $60, Gas Consolidates Above $4. Today, we dissect the current market structure and key price levels for crude oil and natural gas, providing actionable tactical setups grounded in real-time technical analysis. WTI crude oil is consolidating between $60 and $62 per barrel, trading below the 50-day Simple Moving Average and forming a symmetrical triangle pattern on the short-term chart. This pattern, characterized by lower highs and higher lows over the past two weeks, signals an impending breakout. The price is currently testing triangle support at $60.50, which aligns with th...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Monday, November 3, 2025 — Strategic Positioning: OPEC+ Pivots, Gas Momentum Sustained. As November begins, energy markets are navigating a critical strategic shift from OPEC+ and the sustained momentum in natural gas. Today, we frame the key levels, catalysts, and risks that will define the week ahead. Over the weekend, OPEC+ made a significant strategic announcement. While the coalition will continue its gradual production increases of 137,000 barrels per day through December 2025, it has decided to pause all output increases for January, February, and March 2026. This decision, citing expected seasonal demand weakness in th...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Friday, October 31, 2025 — Friday Recap. This week, we built a comprehensive narrative across geopolitics, technicals, macro policy, and inventory fundamentals. Today, we synthesize these threads and examine what Friday's price action reveals about the path forward. The week began with crude oil riding a geopolitical jolt from new U.S. sanctions on Russian oil producers Rosneft and Lukoil, which drove prices higher on supply disruption fears. Tuesday's technical analysis showed crude consolidating those gains around $61.75 for WTI, while Wednesday's macro context highlighted the Federal Reserve's 25 basis point rate cut and th...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Thursday, October 30, 2025 — EIA Inventory Reports: Crude Draws Persist, Gas Storage in Focus. Today, we examine the latest inventory dynamics for crude oil and natural gas, providing the empirical foundation for understanding supply and demand fundamentals in energy markets. Yesterday's EIA crude oil inventory report revealed a significant draw of 6.9 million barrels for the week ending October 24th, bringing U.S. commercial crude oil inventories to 416.0 million barrels. This level is approximately 6% below the five-year average for this time of year, marking a notable tightening in supply. This is the se...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, October 29, 2025 — Macro Context: Navigating Global Crosscurrents. Today, we zoom out from the daily market noise to examine the powerful macroeconomic and geopolitical forces shaping the energy landscape. Understanding these global crosscurrents is vital for making informed strategic decisions. The global economy is currently navigating a period of subdued yet resilient growth. Major international bodies have revised their growth projections downward for 2025 and 2026, with the IMF forecasting global growth at 3.2% this year, down from 3.3% in 2024. The World Bank has been even more cautious, projecting just 2.3% growth for 2025. Trade tensions an...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Tuesday, October 28, 2025 — Technicals: Crude Consolidates, Gas Extends Breakout. Today, we dive into the charts, dissecting the immediate price action in crude oil and natural gas to identify the levels that matter for strategic positioning. Crude oil is working to consolidate its dramatic gains from last week, a direct response to the new U.S. sanctions on Russian oil and the unexpected draw in U.S. inventories. Brent crude is holding firm around $66.25 per barrel, while WTI is trading near $61.75. Technically, crude is attempting to gain bullish momentum, pushing against a...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Monday, October 27, 2025 — Strategic Positioning: Crude's Geopolitical Jolt, Gas's Unwavering Momentum. As we kick off the week, energy markets present a landscape transformed, with crude oil experiencing a geopolitical jolt and natural gas demonstrating unwavering momentum. Strategic positioning for the days ahead demands a sharp focus on these evolving dynamics. Crude oil has undergone a dramatic pivot. Last week, we witnessed a significant reversal from entrenched bearishness, driven by aggressive new U.S. sanctions targeting major Russian oil firms and an unexpected draw in U.S. crude inventories. This su...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Friday, October 24, 2025 — Friday Recap: Crude's Geopolitical Reversal, Gas's Unyielding Strength. As we close out a high-impact week in energy markets, the narrative has been one of dramatic shifts and unwavering resilience. We began the week with crude oil facing an entrenched bearish outlook, battling persistent oversupply and a subdued global demand picture. Our technical analysis on Tuesday showed WTI crude at a precarious $55 support level, a critical juncture that threatened further declines. Meanwhile, natural gas consistently demonstrated its structural strength, breaking higher on the charts, driven by robust LN...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Thursday, October 23, 2025 — EIA Inventory Reports: Crude Draws, Gas Storage. Today, we cut through the noise with the latest U.S. Energy Information Administration inventory reports, revealing critical shifts in the supply-demand landscape for crude oil and natural gas. The crude oil market has delivered a sharp reversal. WTI futures have surged above $60 per barrel, now trading around $60.18, with Brent pushing past $64 to $64.35. This significant rally is primarily fueled by a one-two punch: new, aggressive U.S. sanctions targeting major Russian oil firms, and a surprise draw of 1 million ba...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, October 22, 2025 — Macro Context: Geopolitical Tensions & Central Bank Policy Shape Energy Outlook. Today, we pull back the lens to analyze the broader macro forces shaping global energy markets, from persistent geopolitical flashpoints to the nuanced dance of central bank policies. Geopolitical tensions remain a dominant driver of volatility. The Russia-Ukraine conflict continues to wreak havoc on energy infrastructure, with Russia escalating attacks on Ukraine’s gas facilities and Ukraine targeting Russian oil refining capacity. This has reshaped European energy policy, with the EU moving to ban Russian pipeline gas...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Tuesday, October 21, 2025 — Technicals: Crude at Critical Support, Gas Breaks Higher. Today, we go deep into the charts, dissecting the technical battlegrounds for crude oil and natural gas as market dynamics continue to shift. Crude oil remains under intense technical pressure. WTI futures are hovering near $56.80 per barrel, extending losses and retesting crucial support zones around $55. This is a pivotal area; a decisive break below $55 could trigger a significant acceleration of selling pressure, potentially pushing WTI crude towards $40. The market's bearish trend is clear, with prices trading consistently below the 50-d...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Thursday, October 16, 2025 — EIA Report: Crude Inventory Build, Gas Storage Balances Outlook. Today, energy markets are fixated on the U.S. Energy Information Administration's crucial inventory reports for both crude oil and natural gas, which are released today. These figures will provide direct confirmation of supply-demand dynamics shaping our strategic outlook. Crude oil remains under significant pressure, with WTI trading around $58.50 per barrel and Brent near $62.20. The EIA's Weekly Petroleum Status Report, due this morning, is widely expected to show a build in U.S. commercial crude oil stockpiles. A...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Friday, October 17, 2025 — Weekly Synthesis: Crude Correction Deepens, Gas Holds Structural Strength. This week, energy markets have delivered a decisive narrative: crude oil's bearish correction has deepened, while natural gas demonstrates resilience anchored by structural demand drivers. Crude oil has experienced its third consecutive weekly decline, with WTI trading around $57.00 per barrel and Brent near $61.00, marking five-month lows. This week's EIA report confirmed a larger-than-expected build in U.S. crude inventories—3.5 million barrels for the week ending October 10—pushing total stocks to 423.8 million barrels. Refinery utilization fell to 85.7%, the lowest since...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, October 15, 2025 — Macro Context: Oversupply Shadows Crude, Gas Exports Drive Outlook. Today, energy markets are navigating a complex macro landscape. Crude oil continues its downward trajectory, battling a looming supply glut and escalating trade tensions, while natural gas demonstrates a robust outlook, fueled by strong export growth. Crude oil prices are extending losses, with WTI around $58.56 and Brent near $62.16. The International Energy Agency warns of an unprecedented global oil surplus of up to 4 million barrels per day in 2026, driven by increased output from OPEC+ and non-OPEC+ producers. This ov...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Tuesday, October 14, 2025 — Technicals: Crude's Cautious Climb, Gas Holds Key Levels. Energy markets today present a nuanced technical picture: crude oil attempts a cautious climb, driven by easing trade tensions, while natural gas holds critical support despite a slight dip. Our focus is on the technical battlegrounds shaping this week's trajectory. Crude oil saw modest gains, with WTI around $59.65 per barrel and Brent near $63.50. This upward movement is largely attributed to a perceived de-escalation of U.S.-China trade tensions, with positive weekend communications boosting market sentiment. However, these ga...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Monday, October 13, 2025 — Strategic Positioning: Crude Rebounds, Gas Holds Strong. Energy markets kick off the week with crude oil staging a notable rebound from recent five-month lows, while natural gas demonstrates continued resilience. This dynamic sets the stage for strategic positioning amidst evolving geopolitical landscapes and fundamental shifts. Crude oil prices saw a significant recovery today. Brent crude futures are trading around $63.60 per barrel, with WTI near $59.77. This rebound is primarily fueled by a de-escalation of trade tensions between the U.S. and China, following conciliatory rhetoric over the we...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Friday, October 10, 2025 — Weekly Synthesis: Crude Correction, Gas Resurgence. Energy markets wrap the week with a clear split: crude prices are correcting lower as geopolitical risk premiums unwind, while natural gas maintains its robust resurgence. Crude oil faced a significant correction. WTI is near $61.42, Brent around $65.09. This dip is largely due to easing Middle East tensions, with Gaza ceasefire talks reducing the "war-related risk premium." The EIA’s confirmation of a substantial 3.715 million barrel crude build reinforces the bearish outlook, signaling weaker demand and persistent oversupply. Concerns about a Q4 s...

Energy markets stand at an inventory crossroads on Wednesday, October 8, 2025. WTI hovers near $62.4 and Brent near $65.9—firm, not fierce—while yesterday’s API reported roughly a +2.78M bbl crude build for the week ended Oct 3. That pressures the post-OPEC+ bounce (137k bpd for November) and keeps rallies tactical until the EIA confirms otherwise. Policy and geopolitics: Russia steps up strikes on Ukraine’s energy grid; Ukraine targets Russian refineries/terminals. The EU moves on shadow-fleet enforcement; UN Iran snapback pushes discounts rather than disappearances. Net: modest risk premium, same surplus gravity. Natural gas holds its own near $3.50. Cooler mid-October forecast...

Energy markets stand at an inventory crossroads on Wednesday, October 8, 2025. WTI hovers near $62.4 and Brent near $65.9—firm, not fierce—while yesterday’s API reported roughly a +2.78M bbl crude build for the week ended Oct 3. That pressures the post-OPEC+ bounce (137k bpd for November) and keeps rallies tactical until the EIA confirms otherwise. Policy and geopolitics: Russia steps up strikes on Ukraine’s energy grid; Ukraine targets Russian refineries/terminals. The EU moves on shadow-fleet enforcement; UN Iran snapback pushes discounts rather than disappearances. Net: modest risk premium, same surplus gravity. Natural gas holds its own near $3.50. Cooler mid-October forecast...

Energy markets open the week with a relief rally as OPEC+'s modest output decision eases oversupply fears, while geopolitical tensions escalate and natural gas extends gains on Monday, October 6, 2025. WTI crude rose 1.39% to $61.73 per barrel, rebounding from Friday's four-month lows after Sunday's OPEC+ meeting. Brent gained 1.39% to $65.42, climbing above $65 resistance as markets digest the production decision. Henry Hub natural gas surged 2.54% to $3.41 per MMBtu, extending monthly gains to 10.30%. Sunday's OPEC+ decision triggered the relief rally. Eight core producers agreed to increase output by just 137,000 barrels per day for November, matching October's modest hike rather than the feared 500,000 bpd...

Energy markets close the week with their steepest decline since late June, as OPEC+ meeting anticipation and US government shutdown concerns overwhelm modest Friday gains on October 3, 2025. WTI crude rose 0.60% to $60.84 per barrel, settling near four-month lows despite the rebound. Brent gained 0.56% to $64.47, but both benchmarks head for approximately 8% weekly losses—the largest since June. Henry Hub natural gas fell 0.31% to $3.43 per MMBtu, though maintaining strong monthly gains of 11.63%. The week's decline reflects mounting oversupply pressures. Wednesday's EIA report showed crude inventories rising 1.79 million barrels, contradicting API's 3.67 million barrel draw and confirming demand weakness with gasoline consumption at six-month lo...

Energy markets digest inventory reality Thursday as EIA data contradicts API expectations, while OPEC+ meeting anticipation and demand concerns pressure prices on October 2, 2025. WTI crude edged up 0.57% to $62.13 per barrel, rebounding slightly after three consecutive days of declines but remaining near four-month lows. Brent rose 0.50% to $65.68, trading near $66 after extended losses. Henry Hub natural gas fell 0.99% to $3.44 per MMBtu following Thursday's storage report. Wednesday's EIA report delivered a reality check. US crude inventories increased 1.79 million barrels for the week ending September 26, contradicting API's surprise 3.67 million barrel draw and surpassing analysts' 1 million barrel build forecast. Total inventories reached 416.5 million barrels...

Energy markets position for today's EIA report after API delivered a surprise crude draw, while sanctions take effect and Kurdish flows continue stabilizing on Wednesday, October 1, 2025. WTI crude rose modestly to $62.56-$62.65 per barrel, recovering slightly after two days of declines. Brent climbed to $66.20-$66.25, also bouncing from recent weakness. Henry Hub natural gas gained 1.19% to $3.34 per MMBtu ahead of Thursday's storage report. The API preview shifted market expectations dramatically. Tuesday's data showed a surprise 3.67 million barrel crude draw for the week ending September 26, contrasting expectations for builds. Gasoline inventories rose 1.3 million barrels while distillates increased 3 million barrels, suggesting...

Energy markets consolidate Tuesday amid emerging sanctions details and stabilizing Kurdish flows, positioning ahead of tomorrow's EIA report on September 30, 2025. WTI crude fell 0.59% to $63.08 per barrel, trading in a $64.50-$65.50 range after Monday's resumption dip and last week's 5.2% rally. Brent dropped 0.7% to $68.50, below key $68 support while building on 4.8% weekly gains but facing modest monthly losses. Sanctions momentum accelerated. The US Treasury outlined imminent designations for Indian and Chinese entities handling Russian oil, with October 15 compliance deadlines including asset freezes and trade restrictions targeting $15 billion in annual flows to Asia. President Trump's administration coordinated with NATO on enforcement, pressuring Turkey...

Energy markets open the week pulling back from last week's rally on Monday, September 29, 2025, as Kurdish oil flows resume but face immediate constraints, while geopolitical tensions provide a supportive floor. WTI crude slipped nearly 1% to $65.20 per barrel, extending last week's 5.2% gain but testing support after breaking $66 resistance. Brent fell about 1% to $69.60, building on 4.8% weekly gains while holding above $69.50. The headline development: Iraqi Kurdistan oil exports restarted Saturday through Turkey's Ceyhan port after a 2.5-year halt, but initial volumes are limited to 180,000-190,000 barrels per day, with technical constraints capping near-term flows at 300,000 bpd. This tempers the oversupply fears from...

Energy markets close the week with their strongest performance since June on Friday, September 26, 2025. Both WTI and Brent crude are heading for weekly gains of approximately 4.4%, marking their largest weekly advance in over three months, as geopolitical tensions override growing oversupply concerns. The week's rally was driven primarily by escalating geopolitical pressure on Russian energy flows. President Trump intensified diplomatic efforts, urging Turkish President Erdogan to cease crude oil imports from Russia while discussing energy security with Hungarian Prime Minister Viktor Orban. Ukrainian drone strikes continued disrupting Russian energy infrastructure throughout the week, while NATO issued warnings about airspace...

Energy markets face a critical inventory paradox on Thursday, September 25, 2025. While current EIA data shows surprising crude draws of 607,000 barrels (against expectations for builds), gasoline down 1.1 million barrels, and distillates falling 1.7 million barrels, the bigger picture reveals mounting oversupply pressures ahead. OPEC+ production surged 514,000 barrels per day in August to 35.5 million bpd, pushing global supply to a record 106.9 million bpd. The EIA forecasts global inventory builds averaging 1.7 million barrels per day through 2025, with the most substantial builds expected in Q4 and Q1 2026. Meanwhile, geopolitical energy diplomacy intensifies as President Trump pressures the EU to immediately cease all Russian energy purchases...

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, September 24, 2025 — Macro Context. Under 4 minutes. Opening snapshot (quick): WTI ~$62 testing $61.92. Brent ~$66.1. Henry Hub ~$2.80/MMBtu (range low). USO ~$73.45. UNG ~$12.15. UST 10Y ~4.12%–4.15%. Macro: Fed -25 bps digested; softer dollar mildly supportive, but supply still in control. Flash S&P Global Manufacturing PMI 51.8 (expanding, softer); ISM sub-50. U.S. power demand record trajectory 2025–26; solar leads; gas-fired power ~-3% y/y in 2025. Supply overhang: OPEC+ unwind: Sep +547 kb/d, Oct +137 kb/d. Iraq KRG export risk ~+230 kb/d. Kuwait capacity near decade high ~3.2 mb/d. EIA balance: inventory builds >2 mb/d throug...