Wednesday, December 17, 2025 — Macro Context. WTI $56.09, touched $55.75 overnight. Brent $59.57, broke below $60 briefly. Our targets hit. Natural gas $3.96, bouncing off oversold. EIA inventory report today. Watch $55 support on WTI.
Show Notes
Welcome to Energy Markets Daily. Wednesday, December 17, 2025 — Macro Context. Let's zoom out. **CRUDE OIL** WTI at $56.09, Brent at $59.57. Both rebounding slightly from yesterday's lows. WTI touched $55.75 overnight — within striking distance of the critical $55 support. Brent broke below $60 briefly. Our targets were WTI $56, Brent $60. We're there. **THE MACRO PICTURE** The Fed cut 25bp last week to 3.50%-3.75%. Lower rates generally support energy — cheaper capital for drilling, pipelines, renewables. But committee is divided. Inflation still elevated. Job growth slowing. Fed says future policy not on a preset course — data dependent. **TODAY'S CATALYST** EIA Weekly Petroleum Status Report at 10:30 AM ET. Last week showed crude inventories down 1.8 million barrels to 425.7 million — 4% below five-year average. Gasoline inventories up 6.4 million barrels. Distillates up 2.5 million. Watch today's numbers for direction. **NATURAL GAS** $3.96, up 1.82%. Bouncing off oversold conditions. EIA still sees winter average at $4.30. But Enverus now projects $3.80 through end of winter, softening to $3.60 in summer 2026. Trading Economics sees $4.16 end of quarter. Mixed signals. The structural bull case faces short-term headwinds from warm weather and record production. But LNG exports remain at record highs. **THE BOTTOM LINE** Crude hit our targets. Now we watch $55 support on WTI. A break below opens the door to sharper declines. Gas bouncing but needs cold weather to sustain. The decoupling thesis plays out — crude oversupplied, gas structurally supported by LNG demand. **FINAL WORD** If you have an energy project or deal that needs capital, we connect qualified opportunities with institutional and family office capital through our global network. Reach out: energymarkets@protonmail.com. Subject: Energy Capital. This is Energy Markets Daily. Thursday: EIA Inventory Analysis.
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
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.