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.
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.
Monday, November 24, 2025 — Strategic Positioning. WTI crude is testing $58. Natural gas pulled back but held above $4.40. This is the week that sets up December.
Thursday, November 20, 2025 — EIA Inventory Reports. Crude drew 3.4 million barrels, but the market didn't care. Natural gas withdrew 12 Bcf. We break down why the data confirmed the bearish crude thesis.
Wednesday, November 19, 2025 — Macro Context. We examine the global economic forces driving energy markets. The correlation between global growth and energy prices is breaking.
Tuesday, November 18, 2025 — Technicals. We analyze the technical setup across WTI crude, Brent crude, and natural gas. The charts confirm bearish momentum in crude and structural support in natural gas.
Monday, November 17, 2025 — Strategic Positioning. Live market updates return. We examine the critical $60 level on WTI crude and the structural divergence between oil and natural gas.
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.
WTI crude faded Monday's bounce to $59.94 (-0.31%), trading $59.90-$59.96, confirming dead-cat bounce as descending channel holds. Key support at $59.48 being tested, downside targets $58.86, $58.48. Natural gas consolidated at $4.34 (+0.15%), pulling back from $4.49 as RSI shows overbought conditions. Tactical range: gas support $4.00, resistance $4.70; crude support $59.48, resistance $60.48.
WTI crude reclaimed $60.26 on Monday, up 0.85% from Friday's $59.60 close, driven by U.S. government shutdown optimism and geopolitical risks. Natural gas surged 4.01% to $4.49, up 43.94% monthly. The week ahead features OPEC/IEA reports, EIA inventory data, and weather forecasts. The divergence between crude's oversupply and natural gas's demand strength persists.
The week delivered a complete narrative arc: Monday's strategic positioning, Tuesday's technicals, Wednesday's macro context, and Thursday's inventory reality. Crude broke below $60 on oversupply and weak demand. Natural gas thrives on demand fundamentals (winter heating, data centers, LNG exports). The divergence between crude's supply glut and natural gas's demand strength defines energy markets through year-end.
The EIA reported a surprise 5.2M barrel crude build, triggering WTI's breakdown below $60 to $59.60. Natural gas storage remains comfortable at 3,882 Bcf, 5% above the five-year average, with injections running 13% higher than seasonal norms. The divergence between crude's supply glut and natural gas's demand strength defines energy markets heading into year-end.
Global growth is slowing with the IMF projecting 3.2% for 2025 and the World Bank forecasting just 2.3%. Central banks are cautiously easing rates, while China's manufacturing continues to contract. A critical divergence is emerging: oil demand plateaus amid weak growth, while electricity demand surges at 3.3% driven by data centers and electrification.
Today, we dissect the current market structure and key price levels. WTI crude is testing critical support at $60, forming a symmetrical triangle pattern, while natural gas consolidates above $4.00/MMBtu after a 26% monthly rally, with technical indicators suggesting potential short-term profit-taking.
As November begins, energy markets are navigating a critical strategic shift from OPEC+ and the sustained momentum in natural gas. OPEC+ announced a pause in production increases for Q1 2026, while natural gas holds above $4.00/MMBtu, up over 22% in the past month.
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: crude surrendering its geopolitical gains to oversupply, while natural gas validates its breakout at $4.06/MMBtu.
Today, we examine the latest inventory dynamics for crude oil and natural gas. Yesterday's EIA report showed a significant 6.9 million barrel crude draw, while today at 10:30 AM EST, the natural gas storage report will test whether robust demand is offsetting elevated supply.
Today, we zoom out from the daily market noise to examine the powerful macroeconomic and geopolitical forces shaping the energy landscape. The global economy is navigating subdued growth, central banks are making critical decisions today, and geopolitical events continue to cast a long shadow.
Today, we dive into the charts, dissecting the immediate price action in crude oil and natural gas. Crude is working to consolidate its dramatic gains, while natural gas is extending its powerful breakout. We'll identify the levels that matter for strategic positioning.
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.
