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Daily Market Update: March 12, 2026
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Daily Market Update: March 12, 2026

Crude rallies to highest settle since August 2022. Heat cracks outperform as China halts all clean product exports. NYMEX natural gas edges up with incremental support from domestic fundamentals and Strait of Hormuz attacks.

Daily Market Update: March 11, 2026
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Daily Market Update: March 11, 2026

Crude and products rally on a heavy day of Iranian strikes in the Strait of Hormuz and the supply risks implied by the IEA's record 400 MMb emergency stock release Natural gas gains with bullish weather revisions and weaker L48 production.

Daily Market Update: March 10, 2026
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Daily Market Update: March 10, 2026

Noisy headlines whipsaw the global crude market on Tuesday but ultimately drive benchmarks lower. NYMEX natural gas falls as model guidance warmed for the second consecutive day.

Daily Market Update: March 9, 2026
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Daily Market Update: March 9, 2026

WTI falls from an intraday high of $119.48 as President Trump signals a potential Strait of Hormuz recovery. Natural gas follows geopolitical developments and mild March forecasts.

Intel Brief: U.S. Crude Outperforms
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Intel Brief: U.S. Crude Outperforms

WTI finishes with a record weekly gain and the highest prompt settle since Sep 2023. Fund managers hit the exit after initial MidEast developments.

Daily Market Update: March 5, 2026
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Daily Market Update: March 5, 2026

Crude benchmarks gap higher as MidEast conflict and associated disruptions raise concerns about regional supply shortages. Qatar's LNG curtailments fuel bets that Europe and Asia will be forced to compete for cargoes this injection season.

Daily Market Update: March 4, 2026
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Daily Market Update: March 4, 2026

Crude benchmarks steady after President Trump reports insurance and potential naval escorts for vessels transiting the Strait of Hormuz. NYMEX natural gas finished lower with headwinds from bearish mid-March forecast revisions.

Daily Market Update: March 3, 2026
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Daily Market Update: March 3, 2026

The crude complex extended its rally but eased late in the session after President Trump addressed Strait of Hormuz insurance and transit security. NYMEX natural gas finished higher with support from Qatari LNG disruptions and moderate colder revisions to mid-March forecasts.

Daily Market Update: March 2, 2026
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Daily Market Update: March 2, 2026

Mid-East conflict drives front-centric gains across the crude complex. NYMEX natural gas finds support from suspended Qatari LNG production.

Intel Brief: Pre-War Positioning
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Intel Brief: Pre-War Positioning

Speculative short interest in Brent and WTI increased for the first time in eight weeks, perpetuating upside risks to price/volatility as U.S.-Iran negotiations heat up.

Daily Market Update - February 26, 2026
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Daily Market Update - February 26, 2026

U.S.-Iran talks whipsaw the global crude market. Warmer forecast revisions weigh on domestic natural gas market sentiment.

Daily Market Update - February 25, 2026
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Daily Market Update - February 25, 2026

Crude finishes with limited losses ahead of Thursday's U.S.-Iran nuclear talks. NYMEX natural gas edges higher despite consecutive bearish revisions to L48 15-day forecasts.