Weekly Recap: Decoupling Executes
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Weekly Recap: Decoupling Executes
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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: energymarkets@protonmail.com