Host Gibson Scott, Head of Intelligence at Enverus, is once again joined by Director of Macro Research Al Salazar and Sr. Analyst Josie Mills to dive deep into the team's latest Fundamental Edge report, exploring the evolving dynamics reshaping global oil and gas markets.
What You'll Learn:
<ul>
<li>Oil Market Outlook: Discover why EIR maintains a bearish near-term stance on Brent crude, forecasting below current forward curves. We'll examine the current oversupply conditions and what we are watching in 2026.</li>
<li>OPEC Production Testing Highs: Look beyond quota confusion to gain insights into OPEC liquids production. </li>
<li>Natural Gas Winter Outlook: Understand why EIR forecasts NYMEX Henry Hub for winter 2025-26 below current forward strips. We'll discuss the importance of sticking to market fundamentals to avoid getting lost in the volatility of gas prices.</li>
<li>Basis Dynamics: Learn about our view on demand growth in PJM and counter-consensus bullish TTF/JKM view.</li>
</ul>
This episode provides essential insights for energy traders, analysts, and industry professionals navigating today's complex commodity markets. Tune in to understand the key catalysts that could drive price recovery in the coming years.

Host Gibson Scott, Head of Intelligence at Enverus, is once again joined by Director of Macro Research Al Salazar and Sr. Analyst Josie Mills to dive deep into the team's latest Fundamental Edge report, exploring the evolving dynamics reshaping global oil and gas markets. What You'll Learn: Oil Market Outlook: Discover why EIR maintains a bearish near-term stance on Brent crude, forecasting below current forward curves. We'll examine the current oversupply conditions and what we are watching in 2026. OPEC Production Testing Highs: Look beyond quota confusion to gain insights into OPEC liquids production. Natural Gas Winter Outlook: Understand why EIR forecasts NYMEX Henry Hub for winter 2025-26 below current forward strips. We'll discuss the importance of sticking to market fundamentals to avoid getting lost in the volatility of gas prices. Basis Dynamics: Learn about our view on demand growth in PJM and counter-consensus bullish TTF/JKM view. This episode provides essential insights for energy traders, analysts, and industry professionals navigating today's complex commodity markets. Tune in to understand the key catalysts that could drive price recovery in the coming years.

Host Gibson Scott, Head of Intelligence at Enverus, is once again joined by Director of Macro Research Al Salazar and Sr. Analyst Josie Mills to dive deep into the team's latest Fundamental Edge report, exploring the evolving dynamics reshaping global oil and gas markets.
What You'll Learn:
<ul>
<li>Oil Market Outlook: Discover why EIR maintains a bearish near-term stance on Brent crude, forecasting below current forward curves. We'll examine the current oversupply conditions and what we are watching in 2026.</li>
<li>OPEC Production Testing Highs: Look beyond quota confusion to gain insights into OPEC liquids production.&nbsp;</li>
<li>Natural Gas Winter Outlook: Understand why EIR forecasts NYMEX Henry Hub for winter 2025-26 below current forward strips. We'll discuss the importance of sticking to market fundamentals to avoid getting lost in the volatility of gas prices.</li>
<li>Basis Dynamics: Learn about our view on demand growth in PJM and counter-consensus bullish TTF/JKM view.</li>
</ul>
This episode provides essential insights for energy traders, analysts, and industry professionals navigating today's complex commodity markets. Tune in to understand the key catalysts that could drive price recovery in the coming years.

Supply, Demand & Pricing | Henry's Irrational Exuberance

The Enverus Intelligence podcast delivers key themes on emerging and important topics in energy through honest conversations with the passionate personalities behind the mountains of research, publications, articles and scout reports delivered to Enverus Intelligence customers daily. Enverus is the largest SaaS company solely dedicated to the energy space, influencing the world’s most important energy decisions by connecting the industry through intelligence, data analytics, and smart network technologies. Join our team behind the scenes every few weeks as they tackle the most important questions in energy.

Disclosures
Enverus Intelligence Research, Inc. provides leading energy industry research and is a subsidiary of Enverus, the largest SaaS company in the world solely dedicated to the energy market. Therefore, any company mentioned in this podcast may be a subscriber or client of Enverus Intelligence Research, Enverus or their affiliates. However, any views expressed in this podcast accurately reflect the speaker’s personal views about any subject securities referenced.

The information contained in this recording is provided for information purposes only and is not to be used or considered as investment advice or recommendation or offer to buy or sell any securities or other financial instruments. Please visit www.enverus.com/disclosures for additional information.

Business

The Enverus Intelligence podcast delivers key themes on emerging and important topics in energy through honest conversations with the passionate personalities behind the mountains of research, publications, articles and scout reports delivered to Enverus Intelligence customers daily. Enverus is the largest SaaS company solely dedicated to the energy space, influencing the world’s most important energy decisions by connecting the industry through intelligence, data analytics, and smart network technologies. Join our team behind the scenes every few weeks as they tackle the most important questions in energy. Disclosures Enverus Intelligence Research, Inc. provides leading energy industry research and is a subsidiary of Enverus, the largest SaaS company in the world solely dedicated to the energy market. Therefore, any company mentioned in this podcast may be a subscriber or client of Enverus Intelligence Research, Enverus or their affiliates. However, any views expressed in this podcast accurately reflect the speaker’s personal views about any subject securities referenced. The information contained in this recording is provided for information purposes only and is not to be used or considered as investment advice or recommendation or offer to buy or sell any securities or other financial instruments. Please visit www.enverus.com/disclosures for additional information.

Share Supply, Demand & Pricing | Henry's Irrational Exuberance

Sign up to save your podcasts

Supply, Demand & Pricing | Henry's Irrational Exuberance

Supply, Demand & Pricing | Henry's Irrational Exuberance

More shows like Enverus Intelligence

The Joe Rogan Experience

Planet Money

Dan Carlin's Hardcore History

Up First from NPR

RBN Energy Blogcast

All-In with Chamath, Jason, Sacks & Friedberg

Big Digital Energy

The Rest Is Politics

The News Agents

The Rest Is Politics: Leading

Political Currency

Morning Energy Live