{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Energy Markets Daily","title":"Week 40 Opens","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/17a856e9\"></iframe>","width":"100%","height":180,"duration":154,"description":"Monday, October 5, 2026 - LIVE DATA. CRUDE OIL: WTI trading $90.49-$91.57 range (various sources $90.50-$91.11, neutral trend, down 0.16% prev). PolitiKool $90.50 (+57.9% YTD), EnergyRiskIQ $90.66 (-0.16% DoD), GuruFocus $90.66, TwelveData ~$89.72 (range $89.31-$90.90), Investing/MarketWatch $90.49-$91.11 (Oct 2 close $91.11, Oct 4 $90.65-$91.09). Recent: Oct 1 $92.87, Sep 30 $90.42, Sep 29 $89.38 (low-mid nineties volatility). Nov 2026 futures ~$90-$91. Up 48-58% YTD. BRENT: Trading $98.43-$103.06 range. Investing.com SA $102.13 (-0.28% DoD, range $101.94-$102.38, Oct 4 $102.42), UK variant $102.92 (+0.66%), main page $98.47 (-0.24%, range $98.43-$99.55). EIA spot Oct 1 $114.82, Sep 30 $115.91, Sep 29 $113.96 (spot lags futures). FRED Sep 29 $113.96 (up ~65% YoY). Spread Brent-WTI >$11 (maritime premium). MARKET DRIVERS: Houthi escalation ballistic/drone attacks Saudi Aramco Riyadh/Khurais (Yemen response, Saudi strikes). Yemen military Saudi major offensive retake Houthi areas (regional tension). ME exports recovered pre-war levels late Sep. G7 strategic reserve ~100M barrels release (diesel/crude supply relief tempering). Saudi Nov Asia prices six-year lows (soft demand). Tanker shortages elevated insurance longer voyages (seaborne premium). Chinese refinery suspends exports Oct (diesel/gasoline/jet fuel, refined market tight). Global inventory low, ME concerns elevate benchmarks (~40% above pre-conflict Brent comment). OPEC+ PRODUCTION: Oct 4 virtual meeting seven core (Saudi/Russia/Iraq/Kuwait/Kazakhstan/Algeria/Oman) Nov targets unchanged from Sep/Oct. Targets: Saudi 10.478M, Russia 9.949M, Iraq 4.431M, Kuwait 2.676M, Kazakhstan 1.628M, Algeria 1.007M, Oman 0.841M bpd. Aug actual 25M core (+630k Jul, ~5M below pre-conflict Feb). OPEC+ 38.05M (+300k Jul). Actual Gulf below targets (Hormuz disruptions). Voluntary cuts 2M bpd through 2026 end. Sep MOMR latest (Aug data), no Oct released. Next Nov 1. NATURAL GAS: Spot Sep 29 $3.18/MMBtu (latest official)....","thumbnail_url":"https://img.transistorcdn.com/U36G3q8LRcUNVnqsKxxoyD29VrpCUp_hS1pTIecj8QA/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kNzMw/ZTFlZDQ2NTZmYTAw/YzVkZDJiYzQyNTQw/ODQ5MS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}