Wednesday, April 29, 2026. WTI closes $107.11 (+7.19% or +$7.18), open $99.41, high $107.65. Trump rejects Iran deal, prepares extended blockade. Henry Hub $2.64 (-1.92%), down 8.58% monthly. EIA: commercial crude -6.2M to 459.5M, distillate -11% below avg, refinery util 89.6%. Downside $70-75 if deal, upside $120-150 if blockade holds. Trade the data.

Tuesday, April 28, 2026. WTI $97.38 (+1.05%), range $96.26-$97.55. Inverted head and shoulders intact, buyers control. Trump rejects Iran proposal, maintains blockade. Downside risk $70-75 if deal accepted, upside $120-150 if talks collapse. Henry Hub $2.717 (-0.51%), Strong Buy technicals, 7 Buy signals, overbought RSI/CCI. Trade the data, not the headlines.

Monday, April 27, 2026. BREAKING: Iran offers to reopen Strait of Hormuz + extend ceasefire indefinitely if US lifts blockade. Trump convening Situation Room. WTI $95-$96, Brent $105+. Henry Hub $2.57-$2.81. Downside risk $70-75 if deal accepted, upside $120-150 if talks collapse. Trade the data, not the headlines.

Friday, April 24, 2026. WTI opens $92, surges to $97 (+$7.74 week). Inverted head and shoulders bullish setup. Strait of Hormuz near-zero traffic. Iran's "Tehran Tollbooth" demands $2M per vessel. Henry Hub $2.58 (-1.43%), down 11.52% monthly. Forward curve steep. Trade the data, not the headlines.

Thursday, April 23, 2026. WTI surges to $97.19, settles $94.49 (+1.65%). EIA crude inventories +1.9M (expected -1.2M). Strait of Hormuz closed. Iran renewed vessel attacks. Negotiations stalled. Gas flat at $2.72 on steep forward curve. Trade the data, not the headlines.

Wednesday, April 22, 2026. Trump extends ceasefire indefinitely. Blockade remains. Iran's parliament calls for military escalation. API crude draw beats expectations. Gas forward curve steep on LNG demand. Trade the data, not the headlines.

Tuesday, April 21, 2026. WTI slips 1.5% to $88 on mixed peace talk signals. Iran signals escalation. Gas storage hits triple-digit excess. Golden Pass LNG exporting first cargo. Trade the data, not the fear.

Monday, April 20, 2026. Strait of Hormuz traffic down dramatically — only fraction of usual 130 vessels per day. War risk insurance at 3%. Iran firing warning shots, U.S. seized Iranian cargo ship. Trump blockade announced. WTI volatile on supply uncertainty. Henry Hub at $3.095 (April), 12-month strip $3.766. LNG exports 17.9 Bcf/d (record). 2026 forecast 17.0 Bcf/d, 2027 forecast 18.6 Bcf/d. New capacity 0.9 Bcf/d coming Q2. Summer demand, data center load growth driving tighter balance. Trade the data, not the fear.

Friday, April 17, 2026. South Africa produces virtually no crude oil. Current output: 550 barrels per day. Imports 95-100% of consumption (~700k bpd). Refining capacity 360k bpd, down from 80% domestic. April 1 fuel shock: petrol +R5/l, diesel +R8/l. Strategic reserves 8M barrels. Gas shortage reliant on Mozambique imports. Offshore potential: 13k MMbbl liquids, 38 Bcf gas. Brulpadda/Luiperd undeveloped. TotalEnergies 2026 drilling. Market size $91M (2024) → $325M (2033). 2026 critical for reforms. Next week: live industry updates resume.

Thursday, April 16, 2026. Colorado ranks #6 nationally by barrels of oil equivalent. DJ Basin dominates. Natural gas production 160,855 MMcf (Jan 2026). Proven reserves 1.442 billion barrels. Regulatory squeeze: air quality rules, water recycling mandate, methane emissions. Ballot measures threaten industry. Economic impact: $57.5B GDP, 325K jobs. Next week: live industry updates resume.