Coquest

Your Daily Energy Report for August 26, 2025

Posted on 2025-08-26

Crude Oil

Crude Oil futures for October settled down -$1.55 or -2.392% at $63.25. Oil prices dipped on Tuesday, pulling back from the nearly three-week high. The drop mirrored a broader flight from risk assets, with equities also under strain, while the Ukraine war and its effect on Russian fuel flows continue to be a key driver for oil markets. Monday’s gains had been fueled by worries over further supply disruptions after Ukrainian strikes targeted Russian energy facilities, heightening the chance of tougher U.S. sanctions and exacerbating fuel shortages inside Russia. President Trump has cautioned that additional penalties could be imposed on Moscow if peace efforts falter, even as reports pointed to quiet talks between U.S. and Russian officials over potential energy arrangements. Meanwhile, Washington’s warnings of heavy tariffs on Indian exports tied to its Russian crude imports added another source of uncertainty for global trade dynamics.
 

Natural Gas

Natural Gas futures for September settled up $.021 or .779% at $2.717. Natural gas prices edged higher on Tuesday even as updated forecasts pointed to cooler weather and production remained strong. Meteorologists now expect widespread mild conditions across the northern U.S. into early September, with comfortable temperatures in the 60s to 80s across the Midwest, Ohio Valley, and Northeast, limiting air conditioning demand. Parts of the South, including large sections of Texas, are also experiencing below-normal temperatures. Some support came from LNG activity, with export flows averaging 15.7 Bcf per day, up 13.5% from the prior week. Domestic consumption also showed resilience, as the Edison Electric Institute reported electricity generation in the lower 48 states rose 7.1% year-over-year for the week ending August 16.
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