All Episodes
Energy Markets Daily — 263 episodes
Technicals: Week 37
Strategic Positioning: Week 37 Opens
Geographic Feature: Belarus
Geographic Feature: Nevada
Geopolitical Premium Persists
Technicals: Week 36
Geographic Feature: Costa Rica
Geographic Feature: Yemen
Middle East Tensions
Technicals: Week 35
Strategic Positioning: Week 35
Geographic Feature: Oman
Geographic Feature: Tunisia
Geographic Feature: Quebec
Technicals: Week 34
Strategic Positioning: Week 34
Geographic Feature: Sri Lanka
Geographic Feature: Arizona
Geographic Feature: Uruguay
Technicals: Week 33
Strategic Positioning: Week 33
Geographic Feature: Zimbabwe
Geographic Feature: Washington State
Fifth Consecutive Monthly Hike
Technicals: Week 32
Strategic Positioning: Week 32
Geographic Feature: Hawaii
Geographic Feature: Vietnam
Geographic Feature: Georgia
Technicals: Week 31
Week 31 Opens: Crude Pulls Back Sharply
Geographic Spotlight: Denmark
Geographic Spotlight: Florida
Strategic Positioning: Week 30
Technicals: Week 30
Geographic Spotlight: Senegal
Geographic Spotlight: Guatemala
Geographic Spotlight: British Columbia
Technicals: Week 29
Week 29 Opens: Live Updates Resume
Geographic Spotlight: Uzbekistan
Geographic Spotlight: Mexico
EIA Petroleum Status Report Released
Technicals: Week 28
Week 28 Opens: Strategic Positioning
Geopolitical Tensions Rising
Geographic Spotlight: Ecuador
Geographic Spotlight: Belarus
Strategic Positioning: Week 27 Midweek Update
Technicals: Week 27
Doha Talks Resume
Weekly Recap: Week 26 Complete
Crude Breaks $70
EIA Inventory Report: Draws Continue
Technicals: Week 26
Deal Live, Hormuz Open
Deal Signing Tomorrow
Supply Flows Resume
Technicals: Week 25
Week 25 Opens: Deal Imminent, Crude Crashes
Geographic Feature: Peru
Geographic Feature: Madagascar
Crude Elevated On War Premium
Waiting for Strait Clarity
Week 24 Opens: Strategic Positioning
What the Energy Market Looked Like on June 5, 2025
Geographic Feature: South Korea
What the Energy Market Looked Like in June 2006
Iran Halts Talks: Crude at the Crossroads
Week 23 Opens
Geographic Feature: Azerbaijan
Geographic Feature: Poland
Negotiations Advancing
Strait of Hormuz Centrality
Weekly Recap: Week 21
Gulf States Pressing Trump
US Wants Free Commerce
Technicals: Week 21
Capital Preservation First
Week 20 + Alaska Energy Geopolitics
Storage Report Day
EIA Report Day
Project Freedom Paused
Project Freedom Paused, Negotiations at Critical Juncture
Geographic Spotlight: Kazakhstan
Geographic Spotlight: Sudan
Geographic Spotlight: Ontario, Canada
Project Freedom Live, Clashes Reported, Crude at Inflection Point
Week 19 Opens: Trump's Project Freedom and the Strait Gambit
Geographic Spotlight: China — The World's Largest Energy Consumer and Geopolitical Wildcard
Geographic Spotlight: Norway — Europe's Energy Lifeline in a Blockaded World
Crude Oil Explosion: WTI Spikes to $107.11 on Extended Blockade Commitment
Trump Rejects Iran Deal, Crude Holds $97
Iran Offers Strait Reopening for Blockade Lift
Crude Surges to $97 on Strait Closure, Gas Capitulates on Shoulder Season
EIA Inventory Miss: Crude Rallies on Geopolitical Risk, Not Fundamentals
Blockade Holds: Crude Caught Between Diplomacy and Supply Destruction
Peace Talks Collapse: Crude Slips as Iran Escalates
Strait of Hormuz Blockade Escalates
Geographic Spotlight: South Africa
Geographic Spotlight: Colorado
EIA Inventory Shock: Supply Disruption vs. Demand Destruction
Technicals: Week 16
Week 16 Opens: Oil Surges Past $100 on Blockade Threat
Geographic Spotlight: Morocco
Hormuz Reopens: Iran Escalates
Ceasefire Agreed: Crude Collapses 14.3%
Technicals: Week 15
Geographic Spotlight: Thailand
Geographic Spotlight: Portugal
$104.96 and Rising: Negotiation Theater
The Barrier Falls: $100 Breached
Crude at the Inflection Point
Day 30: Weekend Binary Risk
Deal or No Deal
The 72-Hour Window
$95 Test: Technical Breakdown or Bounce?
Week 13 Opens: Live Updates Resume
Geographic Spotlight: China
Geographic Spotlight: Chile
Geographic Spotlight: Alberta, Canada
Crude at Crossroads: $92 or $116 Next?
Week 12 Opens: Crude Fades $102 Spike
Weekly Recap: Week 11
IEA Emergency Release: Crude Chaos Continues
Ceasefire Talks: Crude Collapses to $83
Week 11 Opens: Crude Hits $105
Weekly Recap: Week 10
Wartime Pricing Holds: WTI at $76
Wartime Pricing: WTI at $75
Technical Setup: Crude at $71, Gas at $2.96
Week 10 Opens: Crude Surges on Iran Strikes
Weekly Recap: Week 9
Post-API Recovery: The Buy Zone
API Inventory Shock: 11.43M Barrel Build
Technicals: Week 9
Week 9 Opens: Live Updates Resume
What We Predict the Energy Market Will Look Like in 2027
What the Energy Market Looked Like on February 19, 2025
What the Energy Market Looked Like in 2006
What the Energy Market Looked Like in 2016
Strategic Positioning: Week 8
Weekly Recap: Week 7 Complete
Market Update: Reality Check
Strategic Positioning: Short the Rally
Technicals: Oversold Across the Board
Strategic Positioning: Week 7
2026 YTD Recap: Six Weeks, One Thesis Confirmed
Weekly Recap: Week 6
Market Update: Gasoline Glut Building
Strategic Positioning: Don't Chase the Bounce
Technicals: Double Top Breakdown
Strategic Positioning: Week 6
Geographic Feature: Texas and the Permian Basin
Geographic Feature: Caribbean Energy Dynamics
Geographic Feature: Saudi Arabia's Strategic Position
Geographic Feature: Germany's Energy Transition
Geographic Feature: Namibia's Orange Basin
Weekly Recap: Decoupling Executes
Strategic Positioning: Don't Chase
EMD104 - Market Update: IEA Confirms Glut
EMD103 - Technicals: Levels That Matter
EMD102 - Strategic Positioning: Week Four
EMD101 - Weekly Recap: Geopolitical Fade Confirmed
EMD100 - Strategic Positioning: Geopolitical Fade
EMD099 - Market Update: Geopolitical Spike
EMD098 - Technicals: Levels That Matter
EMD097 - Strategic Positioning: Week Three of 2026
EMD096 - Weekly Recap: Jan 5-9
EMD095 - Strategic Positioning: Post-EIA Week
EMD094 - Market Update: Oversupply Locked In
EMD093 - Technicals: Post-OPEC+ Charts
EMD092 - Strategic Positioning: Week Two of 2026
EMD091 - Weekly Recap: First Trading Day of 2026
EMD090 - New Year's Day: 2026 Positioning
EMD089 - Year in Review: 2025 Thesis Validated
EMD088 - Technicals: Year-End Positioning
EMD087 - Strategic Positioning: Back from the Holidays
EMD086 - Geographic Feature: Ohio
EMD085 - Geographic Feature: Newfoundland
EMD084 - Geographic Feature: Australia
EMD083 - Geographic Feature: Texas
EMD082 - Strategic Positioning: Holiday Week
EMD081 - Weekly Recap: Thesis Fully Validated
EMD080 - EIA Inventory Report: Trading at Targets
EMD079 - Macro Context: Targets Hit, Now Watch $55
EMD078 - Technicals: Target Zone Hit
EMD077 - Strategic Positioning: New Week, Same Thesis
EMD076 - Weekly Recap: Thesis Validated
EMD075 - OPEC Monthly Oil Market Report
EMD074 - EIA Short-Term Energy Outlook: Decoupling Confirmed
EMD073 - Fed Decision Day
EMD072 - Strategic Positioning: Fed Week
EMD071 - Weekly Recap: The Decoupling
EMD070 - EIA Inventory Report
EMD069 - Macro Context: Central Banks, China, Inflation
EMD068 - Strategic Positioning
EMD067 - OPEC+ Holds the Line
EMD066 - Special Edition: The Balkans - Europe's Forgotten Energy Battleground
EMD065 - EIA Inventory Reports: The Build Continues
EMD064 - Macro Context: The Global Growth Problem
EMD063 - Technicals: The Bounce Off $58
EMD062 - Strategic Positioning: The $58 Floor Test
EMD061 - Weekly Recap: The Breakdown Accelerates
EMD060 - EIA Inventory Report: The Draw That Didn't Matter
EMD059 - Macro Context: The Decoupling
EMD058 - Technicals: Breakdown in Progress
EMD057 - Strategic Positioning: The $60 Battleground
EMD056 - Argentina Energy Opportunities (Pre-Set Episode)
EMD055 - Africa Energy Opportunities (Pre-Set Episode)
EMD054 - Macro Context: Energy Demand Divergence
EMD053 - Technicals: Crude Fades Below $60, Gas Consolidates at $4.34
EMD052 - Strategic Positioning: Crude Reclaims $60, Gas Surges 4%
EMD051 - Friday Recap: Crude's Structural Breakdown, Natural Gas's Demand Strength
EMD050 - EIA Inventory Reports: Crude Breaks $60, Gas Storage Comfortable
EMD049 - Macro Context: Global Slowdown, Central Banks Easing, Energy Demand Divergence
EMD048 - Technicals: Crude Tests $60, Gas Consolidates Above $4
EMD047 - Strategic Positioning: OPEC+ Pivots, Gas Momentum Sustained
EMD046 - Friday Recap
EMD045 - EIA Inventory Reports: Crude Draws Persist, Gas Storage in Focus
EMD044 - Macro Context: Navigating Global Crosscurrents
EMD043 - Technicals: Crude Consolidates, Gas Extends Breakout
EMD042 - Strategic Positioning: Crude's Geopolitical Jolt, Gas's Unwavering Momentum
EMD041 - Friday Recap: Crude's Geopolitical Reversal, Gas's Unyielding Strength
EMD040 - EIA Inventory Reports: Crude Draws, Gas Storage
EMD039 - Macro Context: Geopolitical Tensions & Central Bank Policy Shape Energy Outlook
EMD038 - Technicals: Crude at Critical Support, Gas Breaks Higher
EMD036 - Weekly Synthesis: Crude Correction Deepens, Gas Holds Structural Strength
EMD035 - EIA Report: Crude Inventory Build, Gas Storage Balances Outlook
EMD034 - Macro Context: Oversupply Shadows Crude, Gas Exports Drive Outlook
EMD033 - Technicals: Crude's Cautious Climb, Gas Holds Key Levels
EMD032 - Strategic Positioning: Crude Rebounds, Gas Holds Strong
EMD031 - Weekly Synthesis: Crude Correction, Gas Resurgence
EMD030 - EIA Confirms Crude Glut
EMD029 - Inventory Crossroads
EMD028 - Relief Rally
EMD027 - Weekly Decline
EMD026 - Inventory Reality
EMD025 - EIA Catalyst
EMD024 - Sanctions Roll-Out
EMD023 - Kurdish Resumption Impact
EMD022 - Weekly Rally
EMD021 - Inventory Paradox
EMD020 - Macro Context
EMD019 - Market Analysis
EMD018 - Strategic Positioning
EMD017 - Weekend Wrap
EMD016 - EIA Focus
EMD015 - China Focus
EMD014 - FOMC Focus
EMD013 - Strategic Positioning
EMD012 - Weekend Wrap
EMD011 - Market Update
EMD010 - EIA Focus
EMD009 - Market Brief
EMD008 - Week Ahead
EMD007 - Weekend Wrap
EMD006 - Market Update
EMD005 - EIA Focus
EMD004 - Market Brief
EMD003 - Week Ahead
EMD002 - Weekend Wrap
EMD001 - Welcome