[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: 2025-07-20 15:18:16 UTC Weekly Markets Update – July 14, 2025 p.6 Energies Active Trades • Long $USO - entry at 75.45, looking for breakout Still looking for other potential trades General Thoughts $CL, $NG, $XLE Despite the volatility in oil and the retracement that followed the ceasefire announcement in the Middle East, there is something most have missed. From a technical standpoint, oil never actually lost its uptrend. Here we are again, with managed money stepping aside, and yet prices are climbing slowly but steadily. A strong weekly close above the long-term support around $XX could be the catalyst for a more decisive move higher. This is happening even while OPEC is easing its quotas in a significant way. But as always, quotas are just that. What matters is actual production. There has been massive underinvestment across the oil sector, and eventually that will show up in the form of much higher prices. On the other side $XX may to be the level where political pressure will start building for a release from the Strategic Petroleum Reserve. Given the current administration's prior promises, that price zone may act as a temporary cap. Now to natural gas. It has remained weak for several months. Why is that? In my view, it comes down to expectations not being met. The market was anticipating new LNG export deals, particularly with the European Union and Japan, as part of U.S. trade policy. Managed money piled in early, then quickly lost patience when no deals materialized, and exited positions just as fast. But as I mentioned last week, those deals are still very much possible. We have already seen fresh bids coming into the sector, likely from players anticipating a breakthrough in negotiations. Someone always knows something. There is also a longer-term driver that cannot be ignored. The energy demand from artificial intelligence infrastructure is only getting started, and in this early phase, that burden will fall heavily on natural gas.  XXX engagements  **Related Topics** [middle east](/topic/middle-east) [ceasefire](/topic/ceasefire) [volatility](/topic/volatility) [$xle](/topic/$xle) [$ng](/topic/$ng) [$cl](/topic/$cl) [$uso](/topic/$uso) [colgatepalmolive](/topic/colgatepalmolive) [Post Link](https://x.com/Kacper_PK_CH/status/1946952805706547440)
[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 on x 3020 followers
Created: 2025-07-20 15:18:16 UTC
Weekly Markets Update – July 14, 2025 p.6
Energies
Active Trades
• Long $USO - entry at 75.45, looking for breakout
Still looking for other potential trades
General Thoughts $CL, $NG, $XLE
Despite the volatility in oil and the retracement that followed the ceasefire announcement in the Middle East, there is something most have missed. From a technical standpoint, oil never actually lost its uptrend. Here we are again, with managed money stepping aside, and yet prices are climbing slowly but steadily. A strong weekly close above the long-term support around $XX could be the catalyst for a more decisive move higher.
This is happening even while OPEC is easing its quotas in a significant way. But as always, quotas are just that. What matters is actual production. There has been massive underinvestment across the oil sector, and eventually that will show up in the form of much higher prices.
On the other side $XX may to be the level where political pressure will start building for a release from the Strategic Petroleum Reserve. Given the current administration's prior promises, that price zone may act as a temporary cap.
Now to natural gas. It has remained weak for several months. Why is that? In my view, it comes down to expectations not being met. The market was anticipating new LNG export deals, particularly with the European Union and Japan, as part of U.S. trade policy. Managed money piled in early, then quickly lost patience when no deals materialized, and exited positions just as fast.
But as I mentioned last week, those deals are still very much possible. We have already seen fresh bids coming into the sector, likely from players anticipating a breakthrough in negotiations. Someone always knows something. There is also a longer-term driver that cannot be ignored. The energy demand from artificial intelligence infrastructure is only getting started, and in this early phase, that burden will fall heavily on natural gas.
XXX engagements
Related Topics middle east ceasefire volatility $xle $ng $cl $uso colgatepalmolive