Energy Markets Daily

EMD
  • 4.2 (5)
  • Investing

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.

  1. 20h ago

    Geographic Feature: Panama

    Wednesday, September 17, 2026. Panama: zero domestic crude production zero bpd, zero gas production, zero refining capacity (closed 2003). Import dependent all products (~3.6M tonnes 2024, 64-68% final/primary consumption). Trans-Panama Pipeline: 131 km, 36-40" diameter, Chiriquí Grande (Caribbean) to Charco Azul (Pacific), 860k bpd capacity, interoceanic bypass, VLCC overflow route, ~10M barrels/month. Sept 2026: Panama completed 100% ownership acquisition Petroterminal de Panamá (PTP) operator, ~191.7M dollar investment. Panama Canal Q2 2026: ~3.2M bpd crude/condensate/products (94% petroleum ~3M bpd), ~600 Mcf/d LNG. Sept 2026 drought restrictions: 34 vessels/day early Sept, 32 starting Sept 15 (9 Neopanamax+23 Panamax), 34% rainfall below normal May-Aug (El Niño). Canal normally 36-40 transits/day unrestricted. Record slot auction: South Korean LPG tanker (G. Spirit SK Gas) paid 5.3M dollar Sept 1 slot (prev record 4.6M or 4M), avg prices rose from ~55k earlier. Further cuts possible Dec 2026-Apr 2027 if rainfall low. US crude surge: exports to Asia via Canal +46% YoY record 61.6M metric tons Q2 2026, ~5M bpd avg, surge amid Hormuz disruptions (post-Feb 2026 Iran). Rerouting: congestion/diversions push some gas/crude tankers around South America (Cape/Magellan) or ship-to-ship, increased slot competition. Tanker traffic: multiple chem/oil/crude tankers in zone, ~4/day recent increases, waiting times doubled for MR2s. Revenue context: early 2026 strong recovery (+8-17% YoY), ~35 daily transits mid-2026 avg boosted Hormuz flows, FY2026 revenue beating forecasts despite drought. LNG imports: Costa Norte terminal 2018+ (~2 bcm/yr capacity), 2024 imports ~0.6 bcm from US, power generation. Renewables: ~73% power mix 2024 (hydro dominant, wind/solar growing), ~5.1 GW installed capacity, plans further renewables/Colombia interconnect (delayed to 2029). Energy Corridor: proposed ~76-77 km gas/LPG pipeline (propane/butane/ethane, 2.5M bpd capacity), ~4.2B dollar cost, significant investment interest. Shelved: 140 MW gas-fired power (Gas to Power Panama). Policy: national plans target 30% wind/solar by 2050. Panama: zero production, zero refining, pure logistics hub, Trans-Panama 860k bpd bypass, Canal Sept drought (34→32 transits) amid record US crude surge (+46% YoY) and Hormuz rerouting, record 5.3M dollar slot auctions, FY2026 revenues beating forecasts, LNG Costa Norte imports 0.6 bcm from US, renewables 73% power mix, Energy Corridor advanced. Panama: world's busiest energy crossroads, drought-squeezed, Hormuz crisis beneficiary.

  2. 1d ago

    Technicals: Week 37

    Tuesday, September 15, 2026. CRUDE OIL TECHNICALS: WTI ~$101.34 (+0.98%), rally from low $80s Aug to $100-$103 zone. Bias: bullish above key levels, consolidation/decision point. Resistance: $103-$105 (immediate), $107-$108 (next upside target), $113 (cycle high strong bullish), $116-$120 (major extension if disruptions intensify). Support: $98.50-$100 (near-term holds bullish), $95.48 (61.8% Fib first pullback), $90-$92.50 (demand band 50% Fib ~$90 Elliott Wave critical break reversal risk), $85-$88 (medium-term 100-day SMA ~$85.38 July ~$94), $84.59/$77.86/~$67 (deeper). Indicators: RSI(14) 71.68 (overbought/sell), MACD +4.63 (buy), oscillators 6 sell/1 neutral/3 buy (sell bias), MA strong buy 12 buy signals (bullish trend), candlesticks mix bearish daily (Deliberation/Doji/Engulfing) bullish shorter, ADX buy strong momentum. Overall: bullish trend but short-term momentum fading, potential pullback before resumption. WTI consolidating near highs, support $98.50-$100 expected holding, resistance $103-$105 breakout targets $107-$108, reversal $95.48 Fib defense, geopolitical premium elevated. NATURAL GAS TECHNICALS: Henry Hub ~$2.88-$2.90 at pivot, recent range ~$2.75-$3.01. Resistance: $2.897-$2.906 dense cluster (50% Fib/VWAP/SMA50/SuperTrend), $2.91 (R2), $2.917/$3.00 psychological. Bullish breakout >$2.906 targets ~$3.026. Support: $2.877 (S1 immediate), $2.87 (S2 Fib), $2.857/$2.715-$2.79 (deeper). Bearish reversal: $2.79-$2.84 downside. Indicators: MA clustered $2.83-$2.89 mostly bullish buy signals, MA200 ~$2.90, pivot ~$2.89. Bias: capped supply/storage, mixed-to-bullish technically. Setup: at pivot, resistance dense $2.897-$2.906 breach target $2.91/$3.00, bears defend $2.877 next $2.87 Fib, storage/LNG (19.6 Bcf/d multi-month high) warmer weather cooling demand geopolitical directing to US. Volatility: summer 2026 realized ~40%+, forward fall-winter Oct-Jan ~60-70%, drivers EIA weekly storage/weather/LNG/geopolitical, institutional long building, OI rising. WTI consolidating $98.50-$105 bullish bias momentum fading RSI overbought, R $103-$105 S $98.50-$100, geopolitical premium intact, monitor consolidation breakout/pullback support hold. NG at pivot $2.88-$2.89, R dense $2.897-$2.906, S $2.877-$2.87, upside $3.00 breakout downside $2.79-$2.84 reversal, storage LNG key drivers, elevated volatility forward higher. Trade charts respect levels manage risk.

  3. 2d ago

    Strategic Positioning: Week 37 Opens

    Monday, September 14, 2026. CRUDE OIL UPDATE: WTI surging to $102+ range (late session quotes $102.29-$102.55 up 2.23-2.50%). Brent breakout above $107 ($106.91-$108 range), +2% daily, +17-18% month, +58-59% YoY, first time above $100 since July. WTI-Brent spread widening $5-9/bbl premium to Brent signals Hormuz severity. Primary driver: US-Iran conflict seven months, Strait Hormuz effectively closed (normally 15-20M bpd 20% global consumption). Current: ~3 commercial arrivals/day (~4% pre-crisis 74/day baseline), oil flows near-zero, day 198 disruption, war-risk insurance 15x peacetime. Sep 13: Iran commercial vessel struck Qeshm Island (1 fatality, injuries), regional Oman talks indefinitely postponed, vessel transits single-digits 7-10/day vs pre-war 130+, US military facilitated cumulative 1,600+ vessels recent daily 9-11M bbl well below pre-war. Iranian blockade mid-July halted exports, loadings ~220k-255k bpd Aug vs much higher, dozens tankers stranded in Gulf, bypass capacity limited several M bpd cannot compensate. Secondary: drone/Houthi Saudi attacks, East-West pipeline (7M bpd bypass) temporary shutdowns, Red Sea threats, diplomatic uncertainty both sides signaling prolongation fading quick de-escalation hopes. Historical: early 2026 >$120 initial phase, eased temporary ceasefire/Hormuz reopen, re-accelerated renewed hostilities. Banks raising forecasts $95-$120+ if persist, some agencies gradual easing potential later 2026, global supply tightened. NATURAL GAS: Henry Hub $2.88-$2.89/MMBtu. NYMEX NG close Sep 14: $2.882. Trading Econ $2.89 up 2.05%, OilPriceAPI $2.89 spot, Markets Insider ~$2.88, early Sep $2.81, prior sessions $2.83-$2.92 range, 52-week low ~$2.52-$2.56 high ~$7.46. Crude testing $100+ territory, Brent leading, Hormuz paralysis persists, gas holding $2.88-$2.89 decoupled but slightly higher. War premium embedded, diplomatic path unclear, supply deficit widening. Capital preservation first. Do not short active conflict. Respect the levels. Trade the data, not the headlines.

  4. 5d ago

    Geographic Feature: Belarus

    Friday, September 11, 2026. Belarus: marginal crude producer (2.0M tonnes annually, ~25k bpd, plans 2.1M 2026, 2.3M 2030); Belorusneft main producer, Russian subsidiary Yangpur 1M+ tonnes/yr; 96 fields, 194.5M tonnes recoverable, 531 wells planned 2026-2030; APG 219M m³ 2024. Refining dominance: Naftan/Mozyr 24M tonnes/yr capacity, 95-97% depth at Naftan. Record 2026 profitability: fuel exports to Russia surge (gasoline 25x first 7mo to 665k tonnes, diesel 7x to 418k tonnes, July record 212k gasoline/162k diesel rail). Russian refinery outages (Ukrainian drone strikes -25-30% capacity) create opportunity. Domestic sales 4.125M tonnes 2025. Gas import dependency 100% from Russia (~17B m³ 2025, down from higher levels via nuclear shift); periodic shortages, negotiating 2026+ terms. Nuclear: BelAES 17B kWh 2025, 40% electricity consumption, reducing gas reliance. Infrastructure: Druzhba pipeline carries Russian crude through Belarus to Europe (Hungary/Slovakia/Poland/Germany). Southern branch disrupted Jan-Apr 2026 (Ukrainian drone strikes Brody), resumed April 23; Hungary/Slovakia blocked EU 20th sanctions until resumed. Russia halted Kazakh transit northern branch May 1, 2026 (technical reasons), reducing volumes. Oct 2026: Gomeltransneft/Polotsktransneft merged into one Gomel entity improving efficiency. Sanctions: EU 20th (Apr 2026) asset freezes/LNG restrictions/export-import bans/transit prohibitions; EU 21st (Jul 2026) targeted energy/finance/military, designated Mozyr refinery. UK exemption Druzhba through Oct 14, 2027. Hungary/Slovakia political leverage over pipeline delays EU sanctions. Economic: sanctions increase Russia dependence. Druzhba revenues decline (southern 9.25-9.7M tons 2025, further 2026). Transit income ~€35-50M/yr potential. GDP growth slowed 2025-early 2026. Rail exports oil/petrochemicals 50% above 2025 pace. Belarus: Europe's refinery for Russia, marginal producer, 100% energy import-dependent, geopolitical hostage.

  5. 6d ago

    Geographic Feature: Nevada

    Thursday, September 10, 2026. Nevada remains marginal oil/gas producer (172k bbl 2025 down from 177k 2024, 207k 2023; historical peak 4M bbl 1990) with zero in-state refining capacity (only asphalt 1,600 bpd). Federal production 2016-2025: 2.4M bbl oil, 45M cf gas (0.1% national). USGS undiscovered 1.407B bbl recoverable (3rd highest after AK, NM). Entirely import-dependent on California refineries (88% fuel). Refinery closure vulnerability significant. Renewable dominance: solar 5,480 MW across 70 farms (8.2 GW total, 33.5% electricity, 8,510 jobs), ~30% generation share, 47 farms 16.6 GW planned. Geothermal 26 plants 933 MW (8-8.6% mix, 2nd largest US), major: McGinness Hills 104 MW; new projects Lone Mountain, Pearl (60 MW), Ormat EGS Dixie Valley (280 MW). Wind negligible 150-152 MW (0.78% generation). NV Energy 2026 IRP: 4,370 MW new solar, 5,405 MW battery storage, 180 MW geothermal through 2033. Data center electricity demand unprecedented: 5% 2025 sales to 64% by 2046, driving major generation/storage/gas turbine builds. Gas procurement from Permian/Rocky Mountain/San Juan via Kern River with hedging. Nevada: marginal crude/gas, zero refining, renewable/data center powerhouse, California fuel dependency vulnerability, EGS/solar/geothermal boom through 2033.

  6. Sep 9

    Geopolitical Premium Persists

    Wednesday, September 9, 2026. CRUDE OIL UPDATE: WTI trading near $93-$94/bbl testing $95 resistance. Sep 8 close Oct 2026 contract $93.50-$93.62 (+1.1-2.3% day), intraday highs $94.73, spot $92.36-$93.66. Strong early Sep momentum low-to-mid $80s late Aug to low-to-mid $90s. 1-2%+ daily gains volatility. 52-week ~$55-$119 currently upper third. +48-50% YoY from ~$62. Drivers: US-Iran conflict heightened (tanker strikes, Iranian Strait statements), supply disruption risks Middle East, ~10% prior week rally. Technical: near/testing $95 WTI/$100 Brent resistance, potential upside sustained geopolitical, ascending triangles noted. INVENTORY (EIA Aug 28 Released Sep 2): Commercial crude 424.5M down 4.5 (~1% above avg); SPR 286.6M down 3.1 sharply YoY; total US crude ~711.1M down ~7.6; gasoline 205.7M down 1.2 (6% below avg); distillates 104.2M up 0.8 (14% below avg); Cushing ~22.5M up ~0.1; total commercial down 3.0 total stocks ~1,528.9M; refinery inputs 17.5M bpd up 102-103k (97-98% capacity near-multi-year highs); imports 4-week avg ~6.7M bpd up ~2% YoY; product supplied 4-week total ~20.4M bpd down 4% YoY (gasoline ~8.9M bpd down 2% YoY, distillates ~3.7M bpd down 6% YoY); next report ~Sep 10 (week ending Sep 4-5 Labor Day delayed). NATURAL GAS: Henry Hub ~$2.90-$2.92/MMBtu. World Oil Monitor 2.923 Sep 8; Markets Insider ~$2.90 down ~2.49% range ~$2.86-$3.01; Investing.com Oct '26 ~$2.91 down ~2.15-2.45% intraday $2.864-$3.013. 52-week low ~$2.48-$2.52 high ~$7.46-$7.83. OPEC+ (Sep 6): Seven core members (Saudi/Russia/Iraq/Kuwait/Kazakhstan/Algeria/Oman) maintain Oct output at Sep 2026 levels (unchanged). Rationale: market conditions, Iran war export impact, 2027 prep. Follows 2023 cut rollback (Sep 188k bpd increase completed 1.65M bpd unwind); actual output well below targets (conflict constrained). Shift to 2027: reviewing capacity to set quotas, further hikes likely paused. Iran disruptions Strait Hormuz (recent US strikes, Iranian responses) mean quota changes limited real-world supply impact. Next: Oct 4. Brent spiked ~$96 recently (earlier peaks higher); volatility ongoing conflict, limited OPEC+ near-term physical influence. Broader 21-member cuts remain end-2026; core members constrained Iran conflict. Crude testing major resistance. OPEC+ pausing new hikes. Geopolitical premium persists.

  7. Sep 8

    Technicals: Week 36

    Tuesday, September 8, 2026. CRUDE OIL TECHNICALS. WTI crude trading near $92 to $93 per barrel. Testing key resistance. Price action September 7 close around $90 to $92.29. Consolidating near $90 after earlier gains. Bullish structure above moving averages. Ascending channel since late August. Support levels: $92.47 (50% Fib critical), $91.00-$91.04 (100-hr/ST MA), $88.01/$86.40-$86.99 (38.2%/50% Fib/channel mid), $85.21-$85.96 (100-day SMA), $84.79/$82.26 (61.8% Fib). Resistance: $93.50 (immediate major ST resistance June highs), $92.67-$93.22 (near-term 1.618 Fib ext/channel top), $97.00 (June 3 swing high), $98.41-$98.48 (61.8%/78.6% Fib), $100+ (psychological/LT targets). Momentum: RSI 14 (60-70 bullish but overbought threshold), MACD (positive histogram expanding), Stochastic (overbought ~89 possible exhaustion/pullback). Pivot points daily: pivot ~$90.79, R1 ~$92.49-$92.86, R2 ~$94.24, R3 ~$96.31, S1 ~$89.41, S2 ~$87.34, S3 ~$85.96. Outlook: Bullish above key MAs/Fib supports; potential pullback $85-$88 before further gains; overbought signals consolidation risk. NATURAL GAS TECHNICALS. Henry Hub trading near $2.97-$2.98/MMBtu. Price action Sep 7 close $2.976-$2.98. Consolidating tight range. Bullish if support holds; resistance capping upside. Support: $2.87-$2.89 (major near-term 50-day EMA ~$2.88 SuperTrend swing lows), $2.80-$2.82 (secondary 50% Fib), $2.90-$2.93 (dynamic rising trendlines), $2.77-$2.78 (deeper $2.70 targets if $2.87 breaks). Resistance: $3.00-$3.03 (primary psychological/technical double top/supply), $3.05-$3.08 (immediate extension), $3.12-$3.20 (next major $3.03 breakout 78.6% Fib), $3.28-$3.40 (LT resistance declining 200-day MA ~$3.28). Pivot daily: ~$2.96 pivot, ~$2.89-$2.91 supports, ~$3.01-$3.04 resistances. Projections: Bullish $3.14-$3.37 on $3.03 break; Bearish $2.70-$2.62 below $2.87. 52-week range: Low ~$2.48-$2.52, High ~$7.46-$7.83. YTD 2026: Down ~17.7% from ~$3.618 start. Summary: WTI testing $93.50 resistance with bullish structure above key MAs. Overbought RSI/Stochastic suggest near-term consolidation. Support at $92.47 (50% Fib), $91, deeper $86-$87. Upside targets $97-$100. Gas consolidating $2.97 with $3.00 psychological resistance. Support holds $2.87-$2.89 (50-day EMA). Breakout above $3.03 targets $3.20+. YTD down 17.7%.

  8. Sep 4

    Geographic Feature: Costa Rica

    Friday, September 4, 2026. COSTA RICA ENERGY PROFILE. OIL AND NATURAL GAS: Costa Rica reports no proven oil reserves, produces only ~400 b/d petroleum liquids (unchanged YoY 2025; zero crude/NGPL). Oil consumption ~65k b/d 2024 (large deficit entirely imports); production covers 1% needs. No domestic natural gas production reported/indicated. ELECTRICITY GENERATION: 2025 electricity 98.6% renewables (hydro/geothermal/wind/biomass/solar), verified ICE/DOCSE; thermal/fossil minimal. 2025/early 2026 hydro dominated ~70-75%+ generation, wind ~12%, geothermal ~11%, biomass/solar rest; low-carbon ~98% rolling 12-month mid-2026. Installed capacity end-2025 ~3,659 MW led hydro (~2,342 MW), wind (~437 MW), thermal/backup (~531 MW), geothermal (~263 MW), small biomass/solar shares. OVERALL ENERGY SUPPLY AND CONSUMPTION: 2024 baseline oil/products ~55% total supply; renewables (hydro/solar/wind/other/biofuels/waste) balance. Final consumption oil products ~67%, reflecting heavy transport use despite clean electricity. 2026 economic higher oil prices moderate GDP ~3.6% (IMF); headwind alongside factors. RENEWABLE OUTLOOK AND CAPACITY: Plans add ~600 MW new geothermal/solar/wind by 2030 (ICE/private generators) maintain high renewable shares. Fossil thermal plants mainly strategic backup; share electricity ~2% or less high-renewable periods. Imports 100% finished petroleum products; no domestic refining. REGIONAL AND SOLAR SPECIFICS: Costa Rica stands out regionally near-100% renewable electricity vs. higher fossil neighboring countries. Solar 2025 only ~0.27-0.28% electricity (~36.6 GWh total generation), 15.5 MW installed capacity. National demand ~13 TWh 2025; system supports regional exports while maintaining high domestic coverage (~97% demand met renewably). Clean energy leader. Lessons for the world.

See All (264)

Ratings & Reviews

4.2
out of 5
5 Ratings

About

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.

Information

  • Creator
    EMD
  • Years Active
    2025 - 2026
  • Episodes
    264
  • Rating
    Clean
  • Copyright
    © 2026 EMD

You Might Also Like