Strategic Positioning: Week 6

WTI at $65.21 vs EIA $51.42 forecast. Rallies are exits. Natural gas accumulation zone $3.50-$4.00. Trade the decoupling.

Show Notes

Welcome to Energy Markets Daily. Monday, February 2, 2026 — Strategic Positioning. Week 6 of 2026. CRUDE OIL: WTI trading at $65.21 as of Feb 1. EIA forecasts $51.42 average for 2026. Brent $56. OPEC says 1.4M bpd demand growth. IEA and EIA see surpluses. OPEC sees tighter markets. Someone's wrong. Our position: believe the glut. Rallies to $65+ are exits, not entries. NATURAL GAS: EIA projects $3.50 average 2026. Storage at 2,823 Bcf as of Jan 23. LNG exports ramping 9% in 2026. Our position: $3.50-$4.00 is the accumulation zone. Don't chase $5 spikes. THE DECOUPLING: Crude trapped by oversupply. Gas supported by LNG export demand. Short crude rallies, accumulate gas on dips. Trade the data. Not the headlines. For energy opportunities: [e-mail]

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