[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kacper Piotr Kaminski [@Kacper_PK_CH](/creator/twitter/Kacper_PK_CH) on x 3020 followers Created: 2025-07-13 12:37:46 UTC Weekly Markets Update – July 14, 2025 p.5 Energies $CL, $NG, $XLE Despite the oil volatility and the retracement that followed the ceasefire announcement in the Middle East, there is something few analysts were talking about. Oil never lost its early uptrend from a technical perspective. And here we are now, moving higher again, on the verge of reclaiming the 200-day moving average. A weekly close above long-term support around $XX would likely open the door to further strength. This is happening even as OPEC is significantly easing its quotas. But as always, quotas are just that - quotas. Actual production is another story. There is tremendous underinvestment in the oil sector, and sooner or later, that will show up in the form of significantly higher prices. In the meantime, we have President Trump, who will absolutely release the Strategic Petroleum Reserve if prices climb too high. Perhaps $XX is already the level where that pressure begins and we can treat it as top price end for now. As for natural gas, it has now entered both a medium-term and short-term downtrend. Why? In my view, it's because no deals are in place. Expectations were high that U.S. trade policy would result in new LNG export agreements, especially with the European Union and Japan. Managed money was positioned for that outcome, but they grew impatient quickly, as they often do, and liquidated their positions. That deal could still materialize. And if it does, I would expect fresh bids to return to the sector. There's also growing energy demand driven by artificial intelligence infrastructure. In this first phase, that burden will fall heavily on natural gas.  XXX engagements  **Related Topics** [middle east](/topic/middle-east) [volatility](/topic/volatility) [$xle](/topic/$xle) [$ng](/topic/$ng) [$cl](/topic/$cl) [colgatepalmolive](/topic/colgatepalmolive) [stocks consumer defensive](/topic/stocks-consumer-defensive) [Post Link](https://x.com/Kacper_PK_CH/status/1944375701613821968)
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Kacper Piotr Kaminski @Kacper_PK_CH on x 3020 followers
Created: 2025-07-13 12:37:46 UTC
Weekly Markets Update – July 14, 2025 p.5
Energies $CL, $NG, $XLE
Despite the oil volatility and the retracement that followed the ceasefire announcement in the Middle East, there is something few analysts were talking about. Oil never lost its early uptrend from a technical perspective. And here we are now, moving higher again, on the verge of reclaiming the 200-day moving average. A weekly close above long-term support around $XX would likely open the door to further strength.
This is happening even as OPEC is significantly easing its quotas. But as always, quotas are just that - quotas. Actual production is another story. There is tremendous underinvestment in the oil sector, and sooner or later, that will show up in the form of significantly higher prices.
In the meantime, we have President Trump, who will absolutely release the Strategic Petroleum Reserve if prices climb too high. Perhaps $XX is already the level where that pressure begins and we can treat it as top price end for now.
As for natural gas, it has now entered both a medium-term and short-term downtrend. Why? In my view, it's because no deals are in place. Expectations were high that U.S. trade policy would result in new LNG export agreements, especially with the European Union and Japan. Managed money was positioned for that outcome, but they grew impatient quickly, as they often do, and liquidated their positions.
That deal could still materialize. And if it does, I would expect fresh bids to return to the sector. There's also growing energy demand driven by artificial intelligence infrastructure. In this first phase, that burden will fall heavily on natural gas.
XXX engagements
Related Topics middle east volatility $xle $ng $cl colgatepalmolive stocks consumer defensive