Best Midstream Podcasts (2025)

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Episode 225: The Missing Midstream 45:33

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19d ago45:33

45:33

This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were: David Park, CEO of Standard Lithium Dan Blondal, CEO of Nano One Hugh McDonald, Arkansas Secretary of Commerce Bhageerath Vadhi, Geologist - Ford Motor Company Topics: What is the midstream? Why does …

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EMD086 - Geographic Feature: Ohio 2:59

2h ago2:59

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Welcome to Energy Markets Daily. Friday, December 26, 2025 — Geographic Feature: Ohio. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Today: Ohio — the Utica Shale's quiet giant. **NATURAL GAS PRICES** Ohio seeing the impact of higher wint…

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EMD085 - Geographic Feature: Newfoundland 2:43

7h ago2:43

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Welcome to Energy Markets Daily. Thursday, December 25, 2025 — Geographic Feature: Newfoundland. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Merry Christmas. Today: Newfoundland — Canada's Atlantic offshore frontier. **THE BIG PICTURE**…

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EMD084 - Geographic Feature: Australia 2:47

1d ago2:47

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Welcome to Energy Markets Daily. Wednesday, December 24, 2025 — Geographic Feature: Australia. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Merry Christmas Eve. Today: Australia — the Pacific energy powerhouse. **LNG MARKETS** Gladstone …

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EMD083 - Geographic Feature: Texas 2:53

2d ago2:53

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Welcome to Energy Markets Daily. Tuesday, December 23, 2025 — Geographic Feature: Texas. Quick note — our team is out of the office for the holidays, so we're doing geographic features this week. Regular programming returns Monday, December 29th. Today: Texas — the heartbeat of American energy. **THE NUMBERS** Texas accounts for over 42% of US crud…

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EMD082 - Strategic Positioning: Holiday Week 2:48

4d ago2:48

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Welcome to Energy Markets Daily. Monday, December 22, 2025 — Strategic Positioning. Holiday week. Let's set the stage. **CRUDE OIL** WTI at $57.08, up slightly. Brent at $61.03. Both bouncing off last week's lows but the trend remains bearish. Geopolitical tensions providing short-term support — US intercepted a Venezuelan tanker, Russia-Ukraine co…

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Episode 226: Daniel Jimenez (Year End Wrap) 1:30:00

6d ago1:30:00

1:30:00

Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch Topics: The rapid growth of BESS CATL China's weakening grip on lithium Hidden costs in Africa The tightening market Where is the money made in LIB Chile's lithium future Argentina Rio Tinto's next moves When does DLE matter? Alternatives to CO3 & LiOH Th…

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EMD081 - Weekly Recap: Thesis Fully Validated 3:15

7d ago3:15

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Welcome to Energy Markets Daily. Friday, December 19, 2025 — Weekly Recap. Let's close out the week. **THE BIG PICTURE** This was the week our thesis was fully validated. WTI hit $55.28 on Thursday. Brent broke below $60 to $59.73. We called WTI $56, Brent $60. We're there. **CRUDE OIL WEEKLY PERFORMANCE** WTI down 5.41% for the month, down 19.22% …

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EMD080 - EIA Inventory Report: Trading at Targets 2:57

8d ago2:57

2:57

Welcome to Energy Markets Daily. Thursday, December 18, 2025 — EIA Inventory Report. The EIA just released its weekly petroleum status report. Here's what you need to know. **CRUDE OIL PRICES** WTI at $55.28, down sharply. Brent at $59.73, up 1.38% on the day but still under pressure. We are now trading at our targets. **CRUDE INVENTORIES** U.S. co…

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EMD079 - Macro Context: Targets Hit, Now Watch $55 2:54

9d ago2:54

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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 th…

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EMD078 - Technicals: Target Zone Hit 3:12

10d ago3:12

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Welcome to Energy Markets Daily. Tuesday, December 16, 2025 — Technicals. Let's read the charts. **CRUDE OIL** WTI crashed to $56.40, lowest since early 2021. Brent at $60.32, down 0.40%. **WHAT HAPPENED** Russia-Ukraine peace talks raised hopes for eased sanctions. China disappointed with slowing industrial output and retail sales. Demand concerns…

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EMD077 - Strategic Positioning: New Week, Same Thesis 2:43

11d ago2:43

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Welcome to Energy Markets Daily. Monday, December 15, 2025 — Strategic Positioning. New week. Let's set the stage. **CRUDE OIL** WTI at $57.75, up 0.54%. Brent at $61.47, up 0.58%. Modest bounce on geopolitics — US pressure on Venezuela, Ukraine drone strikes on Russian oil depots. But the fundamentals haven't changed. WTI down 3.53% monthly, down …

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EMD076 - Weekly Recap: Thesis Validated 2:34

14d ago2:34

2:34

Welcome to Energy Markets Daily. Friday, December 12, 2025 — Weekly Recap. Let's close out the week. **THE BIG STORY** The Fed cut rates 25bp to 3.50%-3.75%. But Rystad says it won't move oil — fundamentals dominate. Supply growth and surplus outweigh monetary policy. **CRUDE OIL** WTI fell 2% to $57.30, near seven-week lows. Brent at $61.10. WTI d…

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EMD075 - OPEC Monthly Oil Market Report 2:42

14d ago2:42

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Welcome to Energy Markets Daily. Thursday, December 11, 2025 — OPEC Monthly Oil Market Report. OPEC just released its December report. Here's what you need to know. **CRUDE OIL PRICES** WTI at $57.80, down from $58.44 yesterday. Brent at $62.59. Both under pressure. **OPEC'S DEMAND OUTLOOK** OPEC cut its 2025 global oil demand growth forecast to 1.…

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After AI: seeing the whole threat picture 21:02

16d ago21:02

21:02

Bernard Montel, Tenable, talks to Elizabeth Corner about how AI, cloud complexity, identity sprawl, and IT/OT convergence are creating a completely new attack surface for critical infrastructure. Bernard offers a clear-eyed look at why detection-only security models are failing, why exposure management is the new frontline, and what pipeline leader…

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EMD074 - EIA Short-Term Energy Outlook: Decoupling Confirmed 2:48

16d ago2:48

2:48

Welcome to Energy Markets Daily. Wednesday, December 10, 2025 — EIA Short-Term Energy Outlook. The EIA just dropped its December STEO. Here's what you need to know. **PRICES TODAY** WTI at $58.37. Brent at $62.03. Both basically flat as markets digest the Fed and EIA. Natural gas at $4.56, down 0.30% on the day but still up 35% year-over-year. **CR…

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EMD073 - Fed Decision Day 2:24

16d ago2:24

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Welcome to Energy Markets Daily. Tuesday, December 9, 2025 — Fed Decision Day. The main event is here. FOMC concludes today. **THE FED** 80-90% odds of a 25bp rate cut. Fed funds rate expected to drop from 3.75%-4% to 3.50%-3.75%. Watch Chair Powell's press conference and dot plot for 2026 guidance. **CRUDE OIL** WTI at $58.79. Brent at $62.88. Pri…

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EMD072 - Strategic Positioning: Fed Week 2:30

18d ago2:30

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Welcome to Energy Markets Daily. Monday, December 8, 2025 — Strategic Positioning. New week, big catalysts ahead. Let's set the stage. **CRUDE OIL** WTI at $60.23, up 0.25%. Brent at $63.91, up 0.25%. Both near two-week highs. Geopolitics driving: Ukraine war, potential US-Venezuela intervention, Russian sanctions. But oversupply caps gains. OPEC N…

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EMD071 - Weekly Recap: The Decoupling 2:48

21d ago2:48

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Welcome to Energy Markets Daily. Friday, December 5, 2025 — Weekly Recap. Let's close out the week. **CRUDE OIL - THE WEEK** WTI is trading at $59.70, up nearly 2% for the week. Brent at $63.11. Both benchmarks posted weekly gains despite bearish EIA data showing inventory builds. What drove the rally? Geopolitics. Ukraine struck the Druzhba pipeli…

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EMD070 - EIA Inventory Report 2:54

22d ago2:54

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Welcome to Energy Markets Daily. Thursday, December 4, 2025 — EIA Inventory Report. The data just dropped. Let's break it down. **CRUDE OIL INVENTORIES** Commercial crude inventories rose 0.6 million barrels to 427.5 million barrels. That's 3% below the five-year average. The API had estimated a draw of 2.48 million barrels. The EIA came in bearish…

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EMD069 - Macro Context: Central Banks, China, Inflation 2:26

23d ago2:26

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Welcome to Energy Markets Daily. Wednesday, December 3, 2025 — Macro Context. The big picture driving energy: Central banks, China slowdown, inflation. **FED: RATE CUT ODDS HIGH** 87% odds for December Fed rate cut. FOMC Dec 9-10. Goldman sees cuts Dec, Mar, Jun 2026. Lower rates boost economic activity and energy demand. Core PCE at 2.91%. **ECB: …

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EMD068 - Strategic Positioning 2:48

24d ago2:48

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Welcome to Energy Markets Daily. Tuesday, December 2, 2025 — Strategic Positioning. OPEC+ held the line. The market rallied. Now what? Let's talk positioning. **CRUDE OIL - THE SETUP** WTI is trading at $59.45. Brent at $63.32. The OPEC+ production freeze provided a short-term bounce. But the structural problem remains: oversupply. Goldman Sachs fo…

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EMD067 - OPEC+ Holds the Line 3:16

25d ago3:16

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Welcome to Energy Markets Daily. Monday, December 1, 2025 — Weekly Recap. We're back with our regular format after Friday's special edition on the Balkans. Yesterday, OPEC+ made its move. The cartel held production steady for Q1 2026, abandoning plans to increase output. Oil prices rallied over 1.5% on the news. But the bigger question remains: Is …

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EMD066 - Special Edition: The Balkans - Europe's Forgotten Energy Battleground 5:12

28d ago5:12

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Welcome to Energy Markets Daily. Friday, November 29, 2025 — Special Edition. **A note to our listeners:** This episode is pre-scheduled. Our producer is out of office. We'll return with our regular Weekly Recap format on Monday, December 2nd, covering the OPEC+ meeting and the week's key developments. Today, we're taking a deep dive into a region …

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EMD065 - EIA Inventory Reports: The Build Continues 3:13

29d ago3:13

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Welcome to Energy Markets Daily. Thursday, November 27, 2025 — EIA Inventory Reports. U.S. crude inventories rose 2.8 million barrels. WTI fell to $58.39. Natural gas rallied to $4.62. Let's break down the data. **Crude Oil Inventories - The Build** The EIA reported U.S. commercial crude oil inventories increased by 2.8 million barrels for the week…

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"Fight while wounded": how pipelines can stay resilient amid cyber threats 33:50

1M ago33:50

33:50

Ross Brewer, Graylog, talks to Elizabeth Corner about how shifting geopolitical pressures, the energy transition, and increasingly digital infrastructure are combining to raise the industry’s risk profile, and why preparedness and proportion are the guiding principles for defence. From cloud reliance and supply-chain exposure, to the need for regul…

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EMD064 - Macro Context: The Global Growth Problem 3:09

30d ago3:09

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Welcome to Energy Markets Daily. Wednesday, November 26, 2025 — Macro Context. Crude oil is breaking down because global growth is too slow to support demand. Let's connect the dots. **The Global Growth Picture** The IMF projects global growth at 3.0% for 2025 and 3.1% in 2026. But that's the optimistic view. PwC expects global economic growth of j…

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EMD063 - Technicals: The Bounce Off $58 2:44

1M ago2:44

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Welcome to Energy Markets Daily. Tuesday, November 25, 2025 — Technicals. WTI bounced off $58 support. Natural gas is consolidating above $4.50. Let's break down the charts. **WTI Crude Oil - The Technical Picture** WTI crude closed Tuesday at $58.84 per barrel, up 1.3% on the day. The Levels That Matter: Support: $58.00 held. This is the critical …

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EMD062 - Strategic Positioning: The $58 Floor Test 2:47

1M ago2:47

2:47

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Monday, November 24, 2025 — Strategic Positioning. WTI crude is testing $58. Natural gas pulled back but held above $4.40. This is the week that sets up December. Let's position. **Crude Oil - The $58 Floor** WTI crude closed Monday at $58.07 per barrel, up just 0.02% on the …

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Episode 224: Lithium Argentina & Ganfeng 1:13:33

1M ago1:13:33

1:13:33

There are three guests and a cameo appearance in this episode. Sam Pigott and Carlos Galli from Lithium Argentina are joined by Jason (Xiaofeng) Luo from Ganfeng. The cameo appearance is from Kelly O'Brien the head of investor relations at Lithium Argentina. Topics: History of the LAR - Ganfeng partnership Consolidating assets - PPG The "marriage" …

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EMD061 - Weekly Recap: The Breakdown Accelerates 3:15

1M ago3:15

3:15

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Friday, November 21, 2025 — Weekly Recap. This week, crude oil broke down. Natural gas broke out. The decoupling thesis is playing out in real time. Let's recap the week. **Crude Oil - The $58 Breakdown** WTI crude oil closed Friday at $58.34 per barrel, down 1.12% on the day…

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EMD060 - EIA Inventory Report: The Draw That Didn't Matter 2:41

1M ago2:41

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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Thursday, November 20, 2025 — EIA Inventory Reports. The data is in. Crude drew. Natural gas withdrew. But the market didn't care. Let's break down why. **Crude Oil - Surprise Draw** U.S. commercial crude oil inventories decreased by 3.4 million barrels for the week ending No…

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Episode 223: Listener Q&A 25:12

1M ago25:12

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This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week. Topics: Ganfeng on supply / demand / price Canaccord's take on the market BESS Exxon's comments on lithium The midstream DLE Rio's lithium future US Congress on China's predatory pricing Liontown's spod auction IGO's Kwinana woes…

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EMD059 - Macro Context: The Decoupling 3:05

1M ago3:05

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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Wednesday, November 19, 2025 — Macro Context. Today, we examine the global economic forces driving energy markets. The correlation between global growth and energy prices is breaking. **The Macro Landscape** The OECD cut its global growth forecast for 2026 to 2.7%. The engine…

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EMD058 - Technicals: Breakdown in Progress 2:36

1M ago2:36

2:36

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Tuesday, November 18, 2025 — Technicals. Today, we analyze the technical setup across WTI crude, Brent crude, and natural gas. The charts are telling a clear story. **WTI Crude - Bearish Breakdown** WTI crude dropped to $59.40 per barrel today. This is a breakdown. **Support …

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EMD057 - Strategic Positioning: The $60 Battleground 2:50

1M ago2:50

2:50

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Monday, November 17, 2025 — Strategic Positioning. We're back with live market updates. Today, we examine the critical price levels defining energy markets and what they mean for positioning into year-end. **Current Market Snapshot** WTI crude is trading at $59.44 per barrel.…

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EMD056 - Argentina Energy Opportunities (Pre-Set Episode) 2:33

1M ago2:33

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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Friday, November 14, 2025. Before we begin—a quick note. Our producer is on vacation, so today's episode is pre-set and won't include live market updates. We'll be back Monday, November 17th, with real-time analysis. Today, we're focusing on Argentina: South America's sleepin…

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EMD055 - Africa Energy Opportunities (Pre-Set Episode) 4:39

1M ago4:39

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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Thursday, November 13, 2025. Before we begin—a quick note. Our producer is on vacation, so today's episode is pre-set and won't include live EIA inventory data. We'll be back Monday, November 17th, with live market updates and real-time analysis. For now, let's shift focus to…

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EMD054 - Macro Context: Energy Demand Divergence 2:20

1M ago2:20

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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Wednesday, November 12, 2025 — Macro Context: Energy Demand Divergence. Today, we examine the global economic conditions driving the split between crude oil's bearish sentiment and natural gas's structural strength. **Global Economic Outlook** The IMF projects global GDP grow…

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EMD053 - Technicals: Crude Fades Below $60, Gas Consolidates at $4.34 2:33

1M ago2:33

2:33

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com.Tuesday, November 11, 2025 — Technicals: Crude Fades Below $60, Gas Consolidates at $4.34.Today, we dissect the market structure and key price levels, providing actionable tactical setups grounded in real-time data.WTI crude oil faded Monday's bounce, falling to $59.94, down 0…

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EMD052 - Strategic Positioning: Crude Reclaims $60, Gas Surges 4% 5:53

2M ago5:53

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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Monday, November 10, 2025 — Strategic Positioning: Crude Reclaims $60, Gas Surges 4%. Today, we set the strategic framework for the new week, examining crude's bounce from Friday's breakdown and natural gas's explosive 4% surge. WTI crude oil reclaimed the $60 level on Monday…

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EMD051 - Friday Recap: Crude's Structural Breakdown, Natural Gas's Demand Strength 2:11

2M ago2:11

2:11

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com.Friday, November 7, 2025 — Friday Recap: Crude's Structural Breakdown, Natural Gas's Demand Strength.This week, we witnessed a complete narrative arc in energy markets, from strategic positioning to inventory reality. Today, we synthesize the entire week and outline the discip…

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EMD050 - EIA Inventory Reports: Crude Breaks $60, Gas Storage Comfortable 2:55

2M ago2:55

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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com.Thursday, November 6, 2025 — EIA Inventory Reports: Crude Breaks $60, Gas Storage Comfortable.Today, we dissect the latest EIA inventory data, which delivered a critical market signal: crude oil's breakdown below the $60 support level and natural gas storage's continued comfor…

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EMD049 - Macro Context: Global Slowdown, Central Banks Easing, Energy Demand Divergence 2:24

2M ago2:24

2:24

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Wednesday, November 5, 2025 — Macro Context: Global Slowdown, Central Banks Easing, Energy Demand Divergence. Today, we zoom out to examine the global economic conditions and forward-looking forecasts that are shaping energy markets through year-end 2025 and into 2026. The gl…

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EMD048 - Technicals: Crude Tests $60, Gas Consolidates Above $4 2:28

2M ago2:28

2:28

Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com.Tuesday, November 4, 2025 — Technicals: Crude Tests $60, Gas Consolidates Above $4.Today, we dissect the current market structure and key price levels for crude oil and natural gas, providing actionable tactical setups grounded in real-time technical analysis.WTI crude oil is …

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EMD047 - Strategic Positioning: OPEC+ Pivots, Gas Momentum Sustained 2:38

2M ago2:38

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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Monday, November 3, 2025 — Strategic Positioning: OPEC+ Pivots, Gas Momentum Sustained.As November begins, energy markets are navigating a critical strategic shift from OPEC+ and the sustained momentum in natural gas. Today, we frame the key levels, catalysts, and risks that …

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EMD046 - Friday Recap 2:18

2M ago2:18

2:18

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Friday, October 31, 2025 — Friday Recap.This week, we built a comprehensive narrative across geopolitics, technicals, macro policy, and inventory fundamentals. Today, we synthesize these threads and examine what Friday's price action reveals about the path forward.The week be…

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Episode 222: The Arkansas Lithium Innovation Summit (with Governor Sanders) 1:02:13

2M ago1:02:13

1:02:13

The state of Arkansas is poised to be the next great lithium brine province. This week at the Arkansas Lithium Innovation Summit I interviewed Governor Sarah Huckabee Sanders along with Allie Kennedy Thurmond and Jason Muller from Equinor, Ashu Sharma from Aquatech and Jesse Edmondson of Standard Lithium. Topics: Why Arkansas? Angela's story Going …

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EMD045 - EIA Inventory Reports: Crude Draws Persist, Gas Storage in Focus 2:14

2M ago2:14

2:14

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Thursday, October 30, 2025 — EIA Inventory Reports: Crude Draws Persist, Gas Storage in Focus.Today, we examine the latest inventory dynamics for crude oil and natural gas, providing the empirical foundation for understanding supply and demand fundamentals in energy markets.Y…

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EMD044 - Macro Context: Navigating Global Crosscurrents 3:13

2M ago3:13

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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Wednesday, October 29, 2025 — Macro Context: Navigating Global Crosscurrents.Today, we zoom out from the daily market noise to examine the powerful macroeconomic and geopolitical forces shaping the energy landscape. Understanding these global crosscurrents is vital for making…