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Energy Markets Daily
EMD
94 episodes
1 day ago
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: energymarkets@protonmail.com Disclaimer: This podcast is powered by Daily Dominance and utilizes artificial intelligence technology for content creation and production. The views and opinions expressed in this show are those of the hosts and guests and do not necessarily reflect the official policy or position of Daily Dominance. All content is generated with the intent to provide informative and engaging material; however, the accuracy and reliability of the information presented may vary. Listeners are encouraged to conduct their own research and consult with professionals before making any decisions based on the content of this podcast. By listening to this podcast, you acknowledge and agree to these terms.
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All content for Energy Markets Daily is the property of EMD and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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: energymarkets@protonmail.com Disclaimer: This podcast is powered by Daily Dominance and utilizes artificial intelligence technology for content creation and production. The views and opinions expressed in this show are those of the hosts and guests and do not necessarily reflect the official policy or position of Daily Dominance. All content is generated with the intent to provide informative and engaging material; however, the accuracy and reliability of the information presented may vary. Listeners are encouraged to conduct their own research and consult with professionals before making any decisions based on the content of this podcast. By listening to this podcast, you acknowledge and agree to these terms.
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Investing
Business,
Entrepreneurship
Episodes (20/94)
Energy Markets Daily
EMD095 - Strategic Positioning: Post-EIA Week
Thursday, January 8, 2026 — Strategic Positioning. WTI $57.41, Brent $60.85. EIA crude +1.2M build confirms glut. Nat gas $3.12, EIA draw -62 Bcf. LNG record 20.1 Bcf/d. Short crude, long gas. Trade the decoupling.
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1 day ago
3 minutes

Energy Markets Daily
EMD094 - Market Update: Oversupply Locked In
Wednesday, January 7, 2026 — Market Update. WTI $57.13 (-0.2%). Brent $60.53 (-0.3%). OPEC+ Q1 freeze locked (1.65M bpd cuts). IEA 3.8M bpd surplus. Nat gas $2.86-3.44 on warm weather—EIA -38 Bcf draw (vs -51). LNG record 19.9 Bcf/d. Trade the decoupling.
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2 days ago
3 minutes

Energy Markets Daily
EMD093 - Technicals: Post-OPEC+ Charts
Tuesday, January 6, 2026 — Technicals. Post-OPEC+ freeze. WTI $57.32 testing $57.92/$55 support. Res $58.09/$62. Brent res 59.49-59.07. Nat gas $3.47 at 200d $3.56. RSI oversold. Thin vol. Trade charts, not headlines.
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3 days ago
2 minutes

Energy Markets Daily
EMD092 - Strategic Positioning: Week Two of 2026
Monday, January 5, 2026 — Strategic Positioning. Week two of 2026. WTI $57.02, down 0.53%. Brent $60.54, down 0.35%. OPEC+ froze output through Q1 — exactly as predicted. IEA 3.8M bpd surplus. Nat gas $3.44, down 5% on warm weather. China Services PMI 52.0 (6-mo low). Trade the decoupling.
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4 days ago
3 minutes

Energy Markets Daily
EMD091 - Weekly Recap: First Trading Day of 2026
Friday, January 2, 2026 — Weekly Recap. First trading day of 2026. WTI $57.41, down 0.54%. Brent $60.85, down 0.78%. Muted start. IEA predicts 3.8M bpd surplus. BNP sees Brent at $55 Q1. OPEC+ meeting January 4. Natural gas mixed on warm weather but structural support holds. Trade the decoupling.
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1 week ago
3 minutes

Energy Markets Daily
EMD090 - New Year's Day: 2026 Positioning
Thursday, January 1, 2026 — New Year's Day. Markets closed. Happy New Year. WTI closed 2025 at $57 (down 20%), Brent $61 (down 17-19%), gas $3.91 (up 50%+). 2026 thesis: EIA WTI $50, Brent $55, gas $4.01. Same thesis. New year. Execution mode.
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1 week ago
2 minutes

Energy Markets Daily
EMD089 - Year in Review: 2025 Thesis Validated
Wednesday, December 31, 2025 — Year in Review. Happy New Year's Eve. WTI finishing near $57, down ~20% — worst year since 2020. Brent near $61. Natural gas $3.91, up 50%+ from lows. Our decoupling thesis fully validated. EIA 2026: WTI $50, Brent $55, gas $4.01. See you in 2026.
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1 week ago
2 minutes

Energy Markets Daily
EMD088 - Technicals: Year-End Positioning
Tuesday, December 30, 2025 — Technicals. Year-end positioning. WTI $57.15, support $55-60, resistance $59.50 then $62. Brent $60.85, resistance $62.3. Natural gas $3.98, January implied near $4.60. Thin holiday trading. $55 WTI is the line in the sand.
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1 week ago
2 minutes

Energy Markets Daily
EMD087 - Strategic Positioning: Back from the Holidays
Monday, December 29, 2025 — Strategic Positioning. We're back from the holidays. WTI $57.33, Brent $61. On track for steepest annual decline since 2020. EIA sees $55 Brent Q1 2026, $50 WTI for year. Natural gas $3.89. Decoupling thesis continues into 2026.
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1 week ago
3 minutes

Energy Markets Daily
EMD086 - Geographic Feature: Ohio
Friday, December 26, 2025 — Geographic Feature: Ohio. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Ohio: Utica Shale renaissance. EOG's $5.6B acquisition. Data center demand rising. Underappreciated.
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2 weeks ago
2 minutes

Energy Markets Daily
EMD085 - Geographic Feature: Newfoundland
Thursday, December 25, 2025 — Geographic Feature: Newfoundland. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Newfoundland: October 2025 hit 8.4M barrels — up 37% YoY. Terra Nova producing again. Atlantic frontier.
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2 weeks ago
2 minutes

Energy Markets Daily
EMD084 - Geographic Feature: Australia
Wednesday, December 24, 2025 — Geographic Feature: Australia. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Australia: LNG at $9.01/MMBtu. Thermal coal at $108/tonne. Met coal resilient at $215/tonne.
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2 weeks ago
2 minutes

Energy Markets Daily
EMD083 - Geographic Feature: Texas
Tuesday, December 23, 2025 — Geographic Feature: Texas. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Texas: 42% of US crude, 30% of US gas. Permian at 6.6M bpd. ERCOT demand could double by 2030.
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2 weeks ago
2 minutes

Energy Markets Daily
EMD082 - Strategic Positioning: Holiday Week
Monday, December 22, 2025 — Strategic Positioning. Holiday week begins. WTI $57.08, Brent $61.03. Bouncing off lows but trend remains bearish. EIA sees WTI at $51 for 2026. Natural gas $4.05. Thin volumes ahead — don't chase holiday noise.
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2 weeks ago
2 minutes

Energy Markets Daily
EMD081 - Weekly Recap: Thesis Fully Validated
Friday, December 19, 2025 — Weekly Recap. WTI hit $55.28, Brent broke $60 to $59.73. Our targets validated. OPEC revised Q3 to 500K bpd surplus. Natural gas volatile at $3.91, storage surplus narrowed to 32 Bcf. Decoupling thesis confirmed.
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3 weeks ago
3 minutes

Energy Markets Daily
EMD080 - EIA Inventory Report: Trading at Targets
Thursday, December 18, 2025 — EIA Inventory Report. WTI $55.28, Brent $59.73 — now trading at our targets. Crude inventories down 1.3M barrels to 424.4M. Gasoline builds +4.8M. Refineries at 94.8% capacity. Natural gas $3.97. Bearish thesis confirmed.
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3 weeks ago
2 minutes

Energy Markets Daily
EMD079 - Macro Context: Targets Hit, Now Watch $55
Wednesday, December 17, 2025 — Macro Context. WTI $56.09, touched $55.75 overnight. Brent $59.57, broke below $60 briefly. Our targets hit. Natural gas $3.96, bouncing off oversold. EIA inventory report today. Watch $55 support on WTI.
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3 weeks ago
2 minutes

Energy Markets Daily
EMD078 - Technicals: Target Zone Hit
Tuesday, December 16, 2025 — Technicals. WTI crashed to $56.40, lowest since early 2021. Brent $60.32. Our bearish targets now in play. Natural gas crashed to $3.91, RSI oversold at 29. Charts confirm the decoupling thesis.
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3 weeks ago
3 minutes

Energy Markets Daily
EMD077 - Strategic Positioning: New Week, Same Thesis
Monday, December 15, 2025 — Strategic Positioning. WTI $57.75, Brent $61.47. Modest geopolitical bounce but fundamentals unchanged. Natural gas $4.21, bouncing after selloff. Crude bearish, gas bullish. Got a capital need? We connect deals with institutional and family office capital.
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3 weeks ago
2 minutes

Energy Markets Daily
EMD076 - Weekly Recap: Thesis Validated
Friday, December 12, 2025 — Weekly Recap. Fed cut 25bp but Rystad says fundamentals dominate. WTI $57.30, down 2%, near seven-week lows. Brent $61.10. Natural gas volatile, fell to $4.23. OPEC, EIA, IEA all confirm oversupply. Decoupling thesis validated.
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4 weeks ago
2 minutes

Energy Markets Daily
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: energymarkets@protonmail.com Disclaimer: This podcast is powered by Daily Dominance and utilizes artificial intelligence technology for content creation and production. The views and opinions expressed in this show are those of the hosts and guests and do not necessarily reflect the official policy or position of Daily Dominance. All content is generated with the intent to provide informative and engaging material; however, the accuracy and reliability of the information presented may vary. Listeners are encouraged to conduct their own research and consult with professionals before making any decisions based on the content of this podcast. By listening to this podcast, you acknowledge and agree to these terms.