EMD013 - Strategic Positioning

Strategic positioning briefing for energy executives and institutional capital. WTI $63.14/bbl (+0.93% daily), Brent $67.36/bbl (+0.66%), Baker Hughes rig count 539 (+2, third consecutive increase), EIA crude build +3.9M barrels vs -1M expected, OPEC+ October output increase 137,000 bpd.

Show Notes

Energy Markets Daily's Monday Strategic Positioning - September 15, 2025. Comprehensive briefing for energy executives and institutional capital. Opening snapshot: WTI $63.14/bbl (+0.93% daily), Brent $67.36/bbl (+0.66%), Henry Hub $2.974/MMBtu. Weekend developments: Ukrainian strikes on Russian energy infrastructure intensified, stalled peace negotiations maintaining geopolitical risk premium vs global supply surplus concerns. Baker Hughes milestone: US total rigs 539 (+2, third consecutive weekly increase), oil rigs 416 (+2), gas rigs 118 (unchanged), down 51 YoY. EIA September 10: Crude build +3.9M barrels to 424.6M vs -1M expected, gasoline +1.5M, distillates +4.7M indicating weaker demand. OPEC+ positioning: September 7 meeting increased October output 137,000 bpd, unwinding 1.65M bpd voluntary cuts, next meeting October 5. Natural gas outlook: EIA Q3 2025 $3.00/MMBtu, Q4 $3.70, 2026 $4.30. Major M&A: Diversified Energy/Canvas Energy $550M, Strathcona/MEG Energy revised $30.86/share, MOL/Port of Nigg joint acquisition. Technical levels: WTI support $62.26-$63.14 resistance $64.00, Brent $66.56-$67.36 testing $67.50, natural gas testing $2.90 support. Week ahead: Tuesday CPI, Wednesday China industrial production, Thursday EIA report, Friday rig count. Market caught between geopolitical support and fundamental oversupply concerns.

What is Energy Markets Daily?

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: [e-mail]

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.