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Energy Markets Daily

Energy Markets Daily

Written by: EMD
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Energy Markets Daily delivers essential intelligence for global energy capital. Hosted with institutional authority, this daily brief covers WTI/Brent crude analysis, natural gas markets, energy M&A activity, drilling intelligence, and the geopolitical developments that drive billion-dollar energy decisions. Providing superior energy market intelligence sourced from the same trading floors, boardrooms, and energy desks where your competition operates. Essential listening for oil & gas executives, energy investors, and institutional capital allocating $100M+ in the energy sector. Contact: energymarkets@protonmail.com Disclaimer: This podcast is powered by Daily Dominance and utilizes artificial intelligence technology for content creation and production. The views and opinions expressed in this show are those of the hosts and guests and do not necessarily reflect the official policy or position of Daily Dominance. All content is generated with the intent to provide informative and engaging material; however, the accuracy and reliability of the information presented may vary. Listeners are encouraged to conduct their own research and consult with professionals before making any decisions based on the content of this podcast. By listening to this podcast, you acknowledge and agree to these terms.© 2026 EMD Economics Leadership Management & Leadership Personal Finance
Episodes
  • Geographic Feature: Namibia's Orange Basin
    Jan 26 2026

    Welcome to Energy Markets Daily. Monday, January 26, 2026 — Geographic Feature: Namibia. This is a pre-recorded episode. We'll be back with daily updates Monday, February 9th. NAMIBIA: Africa's next oil frontier. The Orange Basin is delivering world-class discoveries. TotalEnergies Venus estimated at 5.1 billion barrels in place. Shell's Jonker at 2.5 billion barrels. Total basin: 11 billion barrels oil plus 9 Tcf gas discovered. The challenge: high gas-to-oil ratios complicate economics. Watch TotalEnergies' late 2026 FID on Venus. For energy opportunities: energymarkets@protonmail.com

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    3 mins
  • Weekly Recap: Decoupling Executes
    Jan 23 2026

    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

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    4 mins
  • Strategic Positioning: Don't Chase
    Jan 22 2026
    Thursday, January 22, 2026. WTI bounces to $60.67 after IEA glut report. Natural gas explodes to $5.06 on cold snap. Why you shouldn't chase either move.
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    4 mins
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