EPISODE · Jan 9, 2026 · 3 MIN
EMD096 - Weekly Recap: Jan 5-9
from Energy Markets Daily · host EMD
Welcome to Energy Markets Daily. Friday, January 9, 2026 — Weekly Recap. Week of Jan 5-9: Thesis sharpened. **CRUDE OIL:** WTI closed $58.04 (+0.49% Jan 9), Brent $62.37 (+0.62%). Rebound from $57 lows. EIA crude -3.8M bbl wk end Jan 2 (beat +0.45M exp). OPEC+ Q1 freeze firm, underproduce 1.3M bpd. IEA 3.8M surplus '26 intact. Non-OPEC relentless. **NAT GAS:** $3.42 (-3%). Mild Jan thru 23 caps demand. EIA -114 Bcf wk end Jan 2. LNG 18.5 bcf/d near record, prod 112.2 bcf/d. EIA $4.00 '26 avg holds. **CHINA:** Renewables/storage boom, LNG rebound, elec demand +5.7%, PMI expansion. **THE WEEK:** OPEC freeze locked. EIA beats. Mild weather dips gas—buy opp. **BOTTOM LINE:** Crude shorts trapped on rebound. Gas structural. Decoupling executes. **FINAL WORD:** Energy deal needs capital? Institutional/family office networks ready. [email protected]. Subject: Energy Capital. This is Energy Markets Daily. Next week: Strategic Positioning.
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Friday, January 9, 2026 — Weekly Recap. WTI $58.04 (+0.49% Jan 9 close). Brent $62.37 (+0.62%). EIA crude -3.8M bbl draw (beat exp). OPEC+ freeze holds. Gas $3.42 (-3%), EIA -114 Bcf. LNG 18.5 bcf/d near record. China renewables boom. Thesis: Short crude trap, long gas buy.
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EMD096 - Weekly Recap: Jan 5-9
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