EPISODE · Jan 23, 2026 · 3 MIN
Weekly Recap: Decoupling Executes
from Energy Markets Daily · host EMD
Welcome to Energy Markets Daily. Friday, January 23, 2026 — Weekly Recap. Week four of 2026. CRUDE OIL: WTI opened Monday at $59.39, bounced to $60.50 mid-week, then collapsed to $59.33 Friday (-1.96%). Brent in low $63s. IEA: 3.8M bpd surplus 2026. EIA: +3.6M bbl BUILD vs draw expected. Ukraine-Russia peace talks pricing in sanctions relief. Kazakhstan exports easing. Crude is trapped. NATURAL GAS: Historic week. Henry Hub EXPLODED 70% to highest since 2022. Brutal cold snap: Midwest, Great Lakes, Northeast. Demand 128.7 Bcf/d vs 119.8 prior. Freeze-off risks. Weather-driven, not structural. Take profits near $5, add on pullbacks to $3.50-$4.00. THESIS: Short crude, long gas on pullbacks. Decoupling executes. For institutional energy opportunities: [email protected]
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What this episode covers
Week 4 recap: WTI collapsed 2% on glut data and peace talks. Natural gas exploded 70% on brutal cold snap. Thesis executes.
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Weekly Recap: Decoupling Executes
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