EIA Focus briefing for energy executives under 4 minutes. WTI $63.70/bbl (-$0.35 daily), Brent $67.66/bbl (-0.43%), massive EIA crude draw -9.3M barrels vs +1.8M expected, total stocks 415.4M barrels (5% below five-year average), post-FOMC energy reaction, OPEC+ Vienna meeting Sept 18-19.
Show Notes
Energy Markets Daily's Thursday EIA Focus - September 18, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.70/bbl (-$0.35 daily, range $63.45-$64.47), Brent $67.66/bbl (-0.43% daily, range $67.34-$68.36), Henry Hub $3.08/MMBtu (-0.53% daily, one-week low). Energy ETFs: USO $75.15 (+0.12%), UNG $12.99 (-1.22%). Critical EIA petroleum status report: Crude inventories massive draw -9.3M barrels vs +1.8M expected, total stocks 415.4M barrels (5% below five-year average), Cushing storage -296K barrels, unexpected draw supporting prices despite post-Fed weakness. Post-FOMC energy reaction: Fed 0.25% rate cut delivered to 4.00%-4.25% range, oil prices declining despite stimulus expectations, Fed's "gloomy" tone on deteriorating jobs market overshadowing demand benefits, weaker dollar making oil more affordable for foreign buyers. Natural gas storage update: EIA expected +84 Bcf injection (week ending Sept 12), analyst range 70-88 Bcf (average 80), vs 56 Bcf same week last year and 74 Bcf five-year average, current storage 3,343 Bcf (6% above five-year average). OPEC+ Vienna meeting: September 18-19 discussing 2027 production baseline methodology, focus on maximum production capacity assessments, independent consultants Wood Mackenzie/Rystad/IHS involvement, October adjustment 137K bpd increase confirmed by eight members. Major M&A developments: Santos takeover collapse ($36.4B ADNOC-led bid withdrawn, "shockwaves" in Australian energy), Blackstone acquisition Hill Top Energy Center $1B for AI infrastructure power, Occidental 30% farm-down Peru offshore blocks to Westlawn Group, Tamarack $112M eastern Alberta assets divestiture. Geopolitical energy factors: Ukrainian strikes (two drones hit major Russian petrochemical complex), Qatar tensions (Israeli strike raising LNG supply concerns), European TTF gas prices up to 32.80 EUR/MWh despite abundant LNG inflows. Strategic positioning: Massive 9.3M barrel crude draw supporting prices despite post-Fed weakness, market balancing stimulus expectations against demand concerns from Fed's gloomy economic tone, OPEC+ Vienna meeting setting 2027 framework while October production increases proceed.
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.
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