EMD

Energy Markets Daily

Business EN ↓ 218 episodes

Energy Markets Daily delivers essential intelligence for global energy capital. Hosted with institutional authority, this daily brief covers WTI/Brent crude analysis, natural gas markets, energy M&A activity, drilling intelligence, and the geopolitical developments that drive billion-dollar energy decisions. Providing superior energy market intelligence sourced from the same trading floors, boardrooms, and energy desks where your competition operates. Essential listening for oil & gas executives, energy investors, and institutional capital allocating $100M+ in the energy sector. Contact: energ...

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Geographic Spotlight: Alberta, Canada 18.03.2026 3:03

Wednesday, March 18, 2026. Alberta spotlight: Trans Mountain unlocking Asian markets. 213 rigs, 5,709 wells projected. Gas output near 20 bcf/day. LNG Canada online. $100B data center target. Live updates resume Monday.

Crude at Crossroads: $92 or $116 Next? 17.03.2026 3:04

Tuesday, March 17, 2026. WTI near $100, Day 17 of US-Iran conflict. Key resistance at $105.85 — failure means $92-88, breakout means $116-119. Henry Hub $3.25, EIA targets $3.80. Trade the levels.

Week 12 Opens: Crude Fades $102 Spike 16.03.2026 2:37

Monday, March 16, 2026. WTI spiked to $102.40 overnight, pulled back to $98.12. US strikes on Iran's Kharg Island. Strait of Hormuz still shut. Henry Hub at $3.11, consolidating above $3.00. Stay patient.

Weekly Recap: Week 11 13.03.2026 3:38

Friday, March 13, 2026. Week 11 recap: Most volatile week since 2022. WTI swung $83-$105-$83-$97. IEA released 400M barrels. Strait of Hormuz closed. Henry Hub breaks out to $3.25. Gas target $4.00+ intact.

IEA Emergency Release: Crude Chaos Continues 12.03.2026 2:23

Thursday, March 12, 2026. WTI whipsaws to $93.74, up 7.4%. IEA approves 400M barrel emergency release. Strait of Hormuz still shut. Henry Hub spikes to $3.24. Maximum volatility. Capital preservation first.

Ceasefire Talks: Crude Collapses to $83 11.03.2026 2:27

Wednesday, March 11, 2026. WTI collapses from $105 to $83-87, down 8-9% overnight. Ceasefire talks emerged. War premium repricing fast. Henry Hub steady at $3.02. Decoupling validated.

Week 11 Opens: Crude Hits $105 09.03.2026 2:27

Monday, March 9, 2026. WTI explodes to $103-105, highest since July 2022. Up 30%+ in two weeks. Strait of Hormuz restricted. Henry Hub breaks $3.18. Crisis mode. Capital preservation first.

Weekly Recap: Week 10 06.03.2026 4:02

Friday, March 6, 2026. Week 10 recap: WTI exploded from $67 to $80, up 18%+ on wartime pricing. Strait of Hormuz closed. Henry Hub at $2.98, decoupled. Capital preservation first.

Wartime Pricing Holds: WTI at $76 05.03.2026 2:33

Thursday, March 5, 2026. WTI at $75.71, pushing toward $76. Up 19% monthly. Henry Hub at $2.96, decoupled. War premium embedded. Capital preservation first.

Wartime Pricing: WTI at $75 04.03.2026 2:29

Wednesday, March 4, 2026. WTI surges to $74.83, 8.5-month high. Strait of Hormuz closed. Drone strikes on Saudi Ras Tanura. Henry Hub at $3.06. Capital preservation first.

Technical Setup: Crude at $71, Gas at $2.96 03.03.2026 2:34

Tuesday, March 3, 2026. WTI at $71.60, off Monday's 10% spike. Resistance $71.38, support $67. Henry Hub at $2.96. Trade the charts, respect the levels.

Week 10 Opens: Crude Surges on Iran Strikes 02.03.2026 2:24

Monday, March 2, 2026. WTI surges 8% overnight on US/Israeli strikes on Iran. Henry Hub decoupled at $2.86. Risk management first.

Weekly Recap: Week 9 27.02.2026 2:50

Friday, February 27, 2026. WTI $66.48 → $65.46 for the week. Henry Hub crashed from $3.19 to $2.84, down 11%. Nine weeks in. Thesis intact. Trade the data, not the headlines.

Post-API Recovery: The Buy Zone 26.02.2026 2:05

Thursday, February 26, 2026. WTI at $65.68, recovering after API inventory shock. Henry Hub at $2.87, down 25% monthly. The buy zone. Trade the data, not the headlines.

API Inventory Shock: 11.43M Barrel Build 25.02.2026 2:21

WTI at $65.58. API reports 11.43M barrel inventory surge vs. Iran geopolitical heat. Henry Hub in accumulation zone at $2.89-$3.01. Trade the data, not the headlines.

Technicals: Week 9 24.02.2026 2:20

WTI at $66.50 near six-month highs. Henry Hub spiked to $3.17, retreated to $3.05. Technical setups for both markets.

Week 9 Opens: Live Updates Resume 23.02.2026 3:30

Week 9 opens. Live updates resume. WTI at $66.48, nat gas at $3.19. The decoupling thesis delivers again.

What We Predict the Energy Market Will Look Like in 2027 20.02.2026 3:17

Special episode: EIA forecasts $53 Brent, $4.40 Henry Hub, and why oversupply dominates through 2027.

What the Energy Market Looked Like on February 19, 2025 19.02.2026 3:08

Special episode: One year ago today. WTI at $72, Henry Hub spiking to $7.78, and OPEC positioning.

What the Energy Market Looked Like in 2006 18.02.2026 3:54

Special flashback: The China boom, Hurricane Katrina aftermath, and $78 crude.

What the Energy Market Looked Like in 2016 17.02.2026 3:40

Special flashback episode: The 2016 oil crash, OPEC's market share war, $26 WTI low, and the historic November reversal.

Strategic Positioning: Week 8 16.02.2026 2:33

Welcome to Energy Markets Daily. Monday, February 16, 2026 — Strategic Positioning: Week 8. WEEK 8 OPENS. Eight weeks running. The decoupling thesis continues to deliver. CRUDE OIL UPDATE: WTI dropped to $62.86 on Friday. Down from the $65.13 Iran spike we called to short on Thursday. That's a $2.27 drop in one session. Geopolitical premium fading exactly as predicted. EIA forecasts WTI to average...

Weekly Recap: Week 7 Complete 13.02.2026 2:59

Welcome to Energy Markets Daily. Friday, February 13, 2026 — Weekly Recap: Week 7. WEEK 7 COMPLETE. Seven weeks. Every call confirmed. The decoupling thesis holds. CRUDE OIL RECAP: Monday opened with WTI pulling back from $65. We called $63-64 resistance. It held. Tuesday technicals showed range-bound trading in a symmetrical triangle. $61-$65 range locked. Wednesday WTI rallied to $64.36 on Iran...

Market Update: Reality Check 12.02.2026 2:43

Welcome to Energy Markets Daily. Thursday, February 12, 2026 — Market Update. CRUDE OIL UPDATE: WTI surged to $65.13, up 1.8%. Iran tensions still in the driver's seat. BUT HERE'S THE REALITY CHECK: EIA weekly data dropped yesterday. Crude inventories BUILT 8.53 million barrels. Market expected a 200K draw. Massive miss. This is the oversupply thesis in action. Demand destruction. Builds stacking...

Strategic Positioning: Short the Rally 11.02.2026 2:24

Welcome to Energy Markets Daily. Wednesday, February 11, 2026 — Strategic Positioning. CRUDE OIL UPDATE: WTI at $64.36. US-Iran tensions driving the rally. Reports the US may intercept Iranian tankers. Could deploy another carrier strike group if nuclear talks collapse. OPEC production UP 203,000 bpd to 26.57M bpd. Libya and Nigeria added barrels. OUR READ: This Iran rally is noise. Geopolitical p...