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Energy Markets Daily — 229 episodes

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Title
1

Technicals: Week 30

2

Geographic Spotlight: Senegal

3

Geographic Spotlight: Guatemala

4

Geographic Spotlight: British Columbia

5

Technicals: Week 29

6

Week 29 Opens: Live Updates Resume

7

Geographic Spotlight: Uzbekistan

8

Geographic Spotlight: Mexico

9

EIA Petroleum Status Report Released

10

Technicals: Week 28

11

Week 28 Opens: Strategic Positioning

12

Geopolitical Tensions Rising

13

Geographic Spotlight: Ecuador

14

Geographic Spotlight: Belarus

15

Strategic Positioning: Week 27 Midweek Update

16

Technicals: Week 27

17

Doha Talks Resume

18

Weekly Recap: Week 26 Complete

19

Crude Breaks $70

20

EIA Inventory Report: Draws Continue

21

Technicals: Week 26

22

Deal Live, Hormuz Open

23

Deal Signing Tomorrow

24

Supply Flows Resume

25

Technicals: Week 25

26

Week 25 Opens: Deal Imminent, Crude Crashes

27

Geographic Feature: Peru

28

Geographic Feature: Madagascar

29

Crude Elevated On War Premium

30

Waiting for Strait Clarity

31

Week 24 Opens: Strategic Positioning

32

What the Energy Market Looked Like on June 5, 2025

33

Geographic Feature: South Korea

34

What the Energy Market Looked Like in June 2006

35

Iran Halts Talks: Crude at the Crossroads

36

Week 23 Opens

37

Geographic Feature: Azerbaijan

38

Geographic Feature: Poland

39

Negotiations Advancing

40

Strait of Hormuz Centrality

41

Weekly Recap: Week 21

42

Gulf States Pressing Trump

43

US Wants Free Commerce

44

Technicals: Week 21

45

Capital Preservation First

46

Week 20 + Alaska Energy Geopolitics

47

Storage Report Day

48

EIA Report Day

49

Project Freedom Paused

50

Project Freedom Paused, Negotiations at Critical Juncture

51

Geographic Spotlight: Kazakhstan

52

Geographic Spotlight: Sudan

53

Geographic Spotlight: Ontario, Canada

54

Project Freedom Live, Clashes Reported, Crude at Inflection Point

55

Week 19 Opens: Trump's Project Freedom and the Strait Gambit

56

Geographic Spotlight: China — The World's Largest Energy Consumer and Geopolitical Wildcard

57

Geographic Spotlight: Norway — Europe's Energy Lifeline in a Blockaded World

58

Crude Oil Explosion: WTI Spikes to $107.11 on Extended Blockade Commitment

59

Trump Rejects Iran Deal, Crude Holds $97

60

Iran Offers Strait Reopening for Blockade Lift

61

Crude Surges to $97 on Strait Closure, Gas Capitulates on Shoulder Season

62

EIA Inventory Miss: Crude Rallies on Geopolitical Risk, Not Fundamentals

63

Blockade Holds: Crude Caught Between Diplomacy and Supply Destruction

64

Peace Talks Collapse: Crude Slips as Iran Escalates

65

Strait of Hormuz Blockade Escalates

66

Geographic Spotlight: South Africa

67

Geographic Spotlight: Colorado

68

EIA Inventory Shock: Supply Disruption vs. Demand Destruction

69

Technicals: Week 16

70

Week 16 Opens: Oil Surges Past $100 on Blockade Threat

71

Geographic Spotlight: Morocco

72

Hormuz Reopens: Iran Escalates

73

Ceasefire Agreed: Crude Collapses 14.3%

74

Technicals: Week 15

75

Geographic Spotlight: Thailand

76

Geographic Spotlight: Portugal

77

$104.96 and Rising: Negotiation Theater

78

The Barrier Falls: $100 Breached

79

Crude at the Inflection Point

80

Day 30: Weekend Binary Risk

81

Deal or No Deal

82

The 72-Hour Window

83

$95 Test: Technical Breakdown or Bounce?

84

Week 13 Opens: Live Updates Resume

85

Geographic Spotlight: China

86

Geographic Spotlight: Chile

87

Geographic Spotlight: Alberta, Canada

88

Crude at Crossroads: $92 or $116 Next?

89

Week 12 Opens: Crude Fades $102 Spike

90

Weekly Recap: Week 11

91

IEA Emergency Release: Crude Chaos Continues

92

Ceasefire Talks: Crude Collapses to $83

93

Week 11 Opens: Crude Hits $105

94

Weekly Recap: Week 10

95

Wartime Pricing Holds: WTI at $76

96

Wartime Pricing: WTI at $75

97

Technical Setup: Crude at $71, Gas at $2.96

98

Week 10 Opens: Crude Surges on Iran Strikes

99

Weekly Recap: Week 9

100

Post-API Recovery: The Buy Zone

101

API Inventory Shock: 11.43M Barrel Build

102

Technicals: Week 9

103

Week 9 Opens: Live Updates Resume

104

What We Predict the Energy Market Will Look Like in 2027

105

What the Energy Market Looked Like on February 19, 2025

106

What the Energy Market Looked Like in 2006

107

What the Energy Market Looked Like in 2016

108

Strategic Positioning: Week 8

109

Weekly Recap: Week 7 Complete

110

Market Update: Reality Check

111

Strategic Positioning: Short the Rally

112

Technicals: Oversold Across the Board

113

Strategic Positioning: Week 7

114

2026 YTD Recap: Six Weeks, One Thesis Confirmed

115

Weekly Recap: Week 6

116

Market Update: Gasoline Glut Building

117

Strategic Positioning: Don't Chase the Bounce

118

Technicals: Double Top Breakdown

119

Strategic Positioning: Week 6

120

Geographic Feature: Texas and the Permian Basin

121

Geographic Feature: Caribbean Energy Dynamics

122

Geographic Feature: Saudi Arabia's Strategic Position

123

Geographic Feature: Germany's Energy Transition

124

Geographic Feature: Namibia's Orange Basin

125

Weekly Recap: Decoupling Executes

126

Strategic Positioning: Don't Chase

127

EMD104 - Market Update: IEA Confirms Glut

128

EMD103 - Technicals: Levels That Matter

129

EMD102 - Strategic Positioning: Week Four

130

EMD101 - Weekly Recap: Geopolitical Fade Confirmed

131

EMD100 - Strategic Positioning: Geopolitical Fade

132

EMD099 - Market Update: Geopolitical Spike

133

EMD098 - Technicals: Levels That Matter

134

EMD097 - Strategic Positioning: Week Three of 2026

135

EMD096 - Weekly Recap: Jan 5-9

136

EMD095 - Strategic Positioning: Post-EIA Week

137

EMD094 - Market Update: Oversupply Locked In

138

EMD093 - Technicals: Post-OPEC+ Charts

139

EMD092 - Strategic Positioning: Week Two of 2026

140

EMD091 - Weekly Recap: First Trading Day of 2026

141

EMD090 - New Year's Day: 2026 Positioning

142

EMD089 - Year in Review: 2025 Thesis Validated

143

EMD088 - Technicals: Year-End Positioning

144

EMD087 - Strategic Positioning: Back from the Holidays

145

EMD086 - Geographic Feature: Ohio

146

EMD085 - Geographic Feature: Newfoundland

147

EMD084 - Geographic Feature: Australia

148

EMD083 - Geographic Feature: Texas

149

EMD082 - Strategic Positioning: Holiday Week

150

EMD081 - Weekly Recap: Thesis Fully Validated

151

EMD080 - EIA Inventory Report: Trading at Targets

152

EMD079 - Macro Context: Targets Hit, Now Watch $55

153

EMD078 - Technicals: Target Zone Hit

154

EMD077 - Strategic Positioning: New Week, Same Thesis

155

EMD076 - Weekly Recap: Thesis Validated

156

EMD075 - OPEC Monthly Oil Market Report

157

EMD074 - EIA Short-Term Energy Outlook: Decoupling Confirmed

158

EMD073 - Fed Decision Day

159

EMD072 - Strategic Positioning: Fed Week

160

EMD071 - Weekly Recap: The Decoupling

161

EMD070 - EIA Inventory Report

162

EMD069 - Macro Context: Central Banks, China, Inflation

163

EMD068 - Strategic Positioning

164

EMD067 - OPEC+ Holds the Line

165

EMD066 - Special Edition: The Balkans - Europe's Forgotten Energy Battleground

166

EMD065 - EIA Inventory Reports: The Build Continues

167

EMD064 - Macro Context: The Global Growth Problem

168

EMD063 - Technicals: The Bounce Off $58

169

EMD062 - Strategic Positioning: The $58 Floor Test

170

EMD061 - Weekly Recap: The Breakdown Accelerates

171

EMD060 - EIA Inventory Report: The Draw That Didn't Matter

172

EMD059 - Macro Context: The Decoupling

173

EMD058 - Technicals: Breakdown in Progress

174

EMD057 - Strategic Positioning: The $60 Battleground

175

EMD056 - Argentina Energy Opportunities (Pre-Set Episode)

176

EMD055 - Africa Energy Opportunities (Pre-Set Episode)

177

EMD054 - Macro Context: Energy Demand Divergence

178

EMD053 - Technicals: Crude Fades Below $60, Gas Consolidates at $4.34

179

EMD052 - Strategic Positioning: Crude Reclaims $60, Gas Surges 4%

180

EMD051 - Friday Recap: Crude's Structural Breakdown, Natural Gas's Demand Strength

181

EMD050 - EIA Inventory Reports: Crude Breaks $60, Gas Storage Comfortable

182

EMD049 - Macro Context: Global Slowdown, Central Banks Easing, Energy Demand Divergence

183

EMD048 - Technicals: Crude Tests $60, Gas Consolidates Above $4

184

EMD047 - Strategic Positioning: OPEC+ Pivots, Gas Momentum Sustained

185

EMD046 - Friday Recap

186

EMD045 - EIA Inventory Reports: Crude Draws Persist, Gas Storage in Focus

187

EMD044 - Macro Context: Navigating Global Crosscurrents

188

EMD043 - Technicals: Crude Consolidates, Gas Extends Breakout

189

EMD042 - Strategic Positioning: Crude's Geopolitical Jolt, Gas's Unwavering Momentum

190

EMD041 - Friday Recap: Crude's Geopolitical Reversal, Gas's Unyielding Strength

191

EMD040 - EIA Inventory Reports: Crude Draws, Gas Storage

192

EMD039 - Macro Context: Geopolitical Tensions & Central Bank Policy Shape Energy Outlook

193

EMD038 - Technicals: Crude at Critical Support, Gas Breaks Higher

194

EMD036 - Weekly Synthesis: Crude Correction Deepens, Gas Holds Structural Strength

195

EMD035 - EIA Report: Crude Inventory Build, Gas Storage Balances Outlook

196

EMD034 - Macro Context: Oversupply Shadows Crude, Gas Exports Drive Outlook

197

EMD033 - Technicals: Crude's Cautious Climb, Gas Holds Key Levels

198

EMD032 - Strategic Positioning: Crude Rebounds, Gas Holds Strong

199

EMD031 - Weekly Synthesis: Crude Correction, Gas Resurgence

200

EMD030 - EIA Confirms Crude Glut

201

EMD029 - Inventory Crossroads

202

EMD028 - Relief Rally

203

EMD027 - Weekly Decline

204

EMD026 - Inventory Reality

205

EMD025 - EIA Catalyst

206

EMD024 - Sanctions Roll-Out

207

EMD023 - Kurdish Resumption Impact

208

EMD022 - Weekly Rally

209

EMD021 - Inventory Paradox

210

EMD020 - Macro Context

211

EMD019 - Market Analysis

212

EMD018 - Strategic Positioning

213

EMD017 - Weekend Wrap

214

EMD016 - EIA Focus

215

EMD015 - China Focus

216

EMD014 - FOMC Focus

217

EMD013 - Strategic Positioning

218

EMD012 - Weekend Wrap

219

EMD011 - Market Update

220

EMD010 - EIA Focus

221

EMD009 - Market Brief

222

EMD008 - Week Ahead

223

EMD007 - Weekend Wrap

224

EMD006 - Market Update

225

EMD005 - EIA Focus

226

EMD004 - Market Brief

227

EMD003 - Week Ahead

228

EMD002 - Weekend Wrap

229

EMD001 - Welcome