{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Iron Horse Energy Daily Brief","title":"Friday, October 24th, 2025","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/ed8182f2\"></iframe>","width":"100%","height":180,"duration":304,"description":"Wall Street had a panic attack this week. Trump imposed sweeping sanctions on Rosneft and Lukoil (5%+ of global output). Oil spiked 7% for the week. CNBC called it a supply shock. Retail investors chased the rally. But crude is still down 10% YTD. OPEC will add 137K bpd in November. China paused Russian crude purchases. Indian refiners are cutting imports. U.S. rig count: 548—operators didn't add a single oil rig. They're not buying the hype. Natural gas inventories 4.5% above 5-year average. LNG exports hitting monthly highs. This wasn't a supply crisis. This was a headline crisis.","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}