Supply, Demand & Pricing | Henry's Irrational Exuberance

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.

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