EPISODE · Jan 12, 2026 · 2 MIN
EMD097 - Strategic Positioning: Week Three of 2026
from Energy Markets Daily · host EMD
Welcome to Energy Markets Daily. Monday, January 12, 2026 — Strategic Positioning. Week three of 2026. **CRUDE OIL:** WTI at $58.79, down 0.56%. Brent at $63.28, down 0.10%. Rebound holds $58 support. OPEC+ cuts extended through 2026—underproducing 1.3 million bpd. IEA projects 3.85 million bpd surplus. EIA Petroleum Status delayed to Jan 22 for MLK Day. **NATURAL GAS:** Henry Hub $3.11, recovering from $2.82 low. Feb futures $3.525. Mild weather through Jan 23 caps demand. Storage 3,256 Bcf, 1% above 5-year average. LNG exports 18.5 bcf/d near record. EIA projects $4.20 for 2026. Weather dip is the buy. **CATALYST WATCH:** EIA Jan 22. Late Jan cold potential. OPEC+ May 28 ministerial. **BOTTOM LINE:** Crude surplus looms. Gas oversold, LNG structure holds. Trade the decoupling. **FINAL WORD:** Energy project needs capital? We connect to institutional/family office networks. [email protected]. Subject: Energy Capital. This is Energy Markets Daily. Tuesday: Technicals.
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Monday, January 12, 2026 — Strategic Positioning. WTI $58.79 (-0.56%). Brent $63.28 (-0.10%). Rebound holds $58 support. OPEC+ cuts extended thru 2026, underproduce 1.3M bpd. IEA 3.85M surplus. Nat gas $3.11, Feb $3.525. Storage 3,256 Bcf. LNG 18.5 bcf/d. EIA $4.20 avg. Trade the decoupling.
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EMD097 - Strategic Positioning: Week Three of 2026
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