Energy Markets Daily

Week 4 recap: WTI collapsed 2% on glut data and peace talks. Natural gas exploded 70% on brutal cold snap. Thesis executes.

Show Notes

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

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: energymarkets@protonmail.com

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