{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Iron Horse Energy Daily Brief","title":"Wednesday, November 5th, 2025","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/dee45e47\"></iframe>","width":"100%","height":180,"duration":198,"description":"WTI ~$60.20/bbl (down ~1.10%). Natural gas $4.32/MMBtu (up 28.63% MoM, 57% YoY). US crude inventories +6.5M bbl (largest weekly build since July). Baker Hughes rigs: 546 total, 414 oil (down 4 WoW, down 39 YoY). OPEC+ modest December increase, pause Jan–Mar 2026. IEA 2025 demand 106.1M bpd. Permian on track for 6.6M bpd in 2025. The herd sees oversupply; sophisticated investors see consolidation and opportunity.","thumbnail_url":"https://img.transistorcdn.com/QoD_SpVIhQu8Sff0vocgBI0Th5WVp2kCNhzenTCYsVU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTZk/MjYxYTVlZWMzYmY5/NjZmOGI3NmZiM2Jj/MTI2NC5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}