
Phil Flynn
Phil Flynn is writer of The Energy Report, a daily market commentary discussing oil, the Middle East, American government, economics, and their effects on the world's energies markets, as well as other commodity markets. Contact Mr. Flynn at (888) 264-5665
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Oil Price Confliction. The Energy Report 09/15/2025
China, not surprisingly, is against the US and the G7 putting secondary tariffs on Russian oil and they say that they will respond and take safeguards to respond to their rights and their interest. It was reported that the Chinese commerce ministry urged the U.S. to be “prudent in words and deeds”, and to solve differences through equal dialogue.
If additional sanctions are imposed on Russian oil, there may be significant effects on diesel supply and availability. Currently, diesel inventories are limited, which could present challenges for the U.S. farming sector.
We are getting a report from energy experts at the UK’s #1 Independent Fuel Distributor, that rural households are being urged to stock up on heating oil now before prices rise. They write that rural households that rely on heating oil are being encouraged to place their orders now to avoid higher costs later in the year. Energy experts at the UK’s #1 Independent Fuel Distributor, Your NRG say that September is one of the best times to buy, with prices often lower before demand increases in the colder months. “Once temperatures drop and heating oil demand rises, we typically see prices climb,” say energy experts at Your NRG. “By ordering in September, rural households can benefit from lower rates and avoid the winter price surge.” Seasonal factors play a big role in cost fluctuations. “In late autumn and winter, there is more competition for supply as households switch their heating on, and any disruption to production or transport can push prices up further. By ordering early, you have more choice of delivery slots and reduce the risk of paying more per liter.”
Your NRG also highlights that early ordering can help households spread their energy costs. “Buying before the busy period allows you to budget more effectively. It also gives you time to arrange a top-up later in the season if needed, rather than relying on a single large order when prices might be at their highest. “The experts recommend carrying out basic checks before placing an order. “Make sure your tank is in good condition with no leaks and clear any access routes for delivery drivers. This will ensure a smooth and timely delivery when your order arrives.” They add that ordering now can also help households avoid the risk of running low during cold snaps. “If bad weather causes delivery delays, having a full tank at the start of the season gives you peace of mind that you can heat your home without interruption.”
This is one of the things that we were worried about when it comes to diesel image choice. The market right now seems to be locked in a trading range. We’re in shoulder season and it seems like the threats to supply seemed so far away. We’ve had some surprise builds in US inventories but we’re still not overflowing with supplies. The market is convinced it’s going to stay that way so in the mean time we have these conflicting upside and downside risks. For further commentary call Phil Flynn at 888-264-5665. The market continues to bounce around and we may continue to do so until we’re actually challenged with the reality of tight supplies or better than expected demand.
Natural gas prices are starting to make their move as well. EBW Analytics repots that, “Weather-driven demand for natural gas remains weak into the shoulder season, although strong warm anomalies 10°F above normal in the Midwest may offer brief upturn in cooling. A still-quiet tropics may increasingly pare demand destruction risks.
LNG demand also began to recover off three-week lows over the weekend, offering strengthening demand in the South Central. In Maryland, however, Cove Point LNG may soon head offline for annual maintenance. Production may face seasonal headwinds with soft demand throttling supply and pipeline maintenance limiting Permian output. A steep contango further dangles financial incentives for producers to shift output from October into late 2025. Storage levels pointing towards 3,900 Bcf, however, balance the market on a razor’s edge— and any unexpected bearish catalysts may offer short-term downside price risk.
Still Fox Weather is reporting that the, “National Hurricane Center (NHC) is monitoring a tropical wave swirling across the central tropical Atlantic that now has high odds of developing into a tropical depression or Tropical Storm Gabrielle later this week. The FOX Forecast Center said the large area of disorganized showers and thunderstorms is tied to a tropical disturbance south of the Cabo Verde Islands off the coast of Africa.
Download the Fox Weather ap to keep up with the latest breaking weather news! Stay tuned to the Fox Business Network! Invested in you!
Call to sign up for the daily trades and to open your account. Just call 888-264-5665 or email me at pflynn@pricegroup.com
Susanna Jung;
Kaitlyn Eng;
Kelley Washington
The Energy Report September 15, 2025
Oil Price Confliction
Oil prices can’t get out of its recent trading range even as U.S. President Donald Trump warns that he can impose major sanctions on Russia if NATO countries follow suit and halt the purchases of Russian oil he is also warning according to Reuters news that they should be able to consider tariffs of up to 100% on China and India for their purchases of Russian oil and while if this actually does happen it would cause the oil prices to rise significantly the market seems a bit skeptical that the world is ready to give up Russian oil.
China not surprisingly it’s against the US and the G7 putting secondary tariffs on Russian oil and they say that they will respond and take safeguards to respond their rights and their interest. It was reported that the Chinese commerce ministry urged the U.S. to be “prudent in words and deeds”, and to solve differences through equal dialogue.
At the same time China for being a monopoly and breaking their rules prompting the Nvidia take a dip overnight.
If additional sanctions are imposed on Russian oil, there may be significant effects on diesel supply and availability. Currently, diesel inventories are limited, which could present challenges for the U.S. farming sector.
WE are getting a report from energy experts at the UK’s #1 Independent Fuel Distributor, that rural households urged to stock up on heating oil now before prices rise.
They write that rural households that rely on heating oil are being encouraged to place their orders now to avoid higher costs later in the year. Energy experts at the UK’s #1 Independent Fuel Distributor, Your NRG say that September is one of the best times to buy, with prices often lower before demand increases in the colder months. “Once temperatures drop and heating oil demand rises, we typically see prices climb,” say energy experts at Your NRG. “By ordering in September, rural households can benefit from lower rates and avoid the winter price surge.”
They explain that seasonal factors play a big role in cost fluctuations. “In late autumn and winter, there is more competition for supply as households switch their heating on, and any disruption to production or transport can push prices up further. By ordering early, you have more choice of delivery slots and reduce the risk of paying more per liter.”
Your NRG also highlights that early ordering can help households spread their energy costs. “Buying before the busy period allows you to budget more effectively. It also gives you time to arrange a top-up later in the season if needed, rather than relying on a single large order when prices might be at their highest. “The experts recommend carrying out basic checks before placing an order. “Make sure your tank is in good condition with no leaks and clear any access routes for delivery drivers. This will ensure a smooth and timely delivery when your order arrives.”
They add that ordering now can also help households avoid the risk of running low during cold snaps. “If bad weather causes delivery delays, having a full tank at the start of the season gives you peace of mind that you can heat your home without interruption.”
This is one of the things that we were worried about when it comes to diesel image choice you know the market right now seems to be locked in a trading range is where in shoulder season and it seems like the threats to supply seemed so far away you know we’ve had some surprise build in US inventories they were a little bit but we’re still not overflowing with supplies but the markets convinced it’s going to stay that way so in the mean time where we have these conflicting upside and downside risk the market continues to bounce around and we may continue to do so until we’re actually challenged with the reality of tight supplies or better than expected demand.
Natural gas prices are starting to make their move as well. EBW Analytics repots that Weather-driven demand for natural gas remains weak into the shoulder season, although strong warm anomalies 10°F above normal in the Midwest may offer brief upturn in cooling. A still-quiet tropics may increasingly pare demand destruction risks.
LNG demand also began to recover off three-week lows over the weekend, offering strengthening demand in the South Central. In Maryland, however, Cove Point LNG may soon head offline for annual maintenance—denting headline feedgas figures. • Production may face seasonal headwinds with soft demand throttling supply in the Marcellus and pipeline maintenance limiting Permian output. A steep contango further dangles financial incentives for producers to shift output from October into late 2025. Storage levels pointing towards 3,900 Bcf, however, balance the market on a razor’s edge— and any unexpected bearish catalysts may offer short-term downside price risk.
Still Fox Weather is reporting that the National Hurricane Center (NHC) is monitoring a tropical wave swirling across the central tropical Atlantic that now has high odds of developing into a tropical depression or Tropical Storm Gabrielle later this week. The FOX Forecast Center said the large area of disorganized showers and thunderstorms is tied to a tropical disturbance south of the Cabo Verde Islands off the coast of Africa.
Download the Fox Weather ap to keep up with the latest breaking weather news! Stay tuned to the Fox Business Network! Invested in you! Call to sign up for the daily trades and to open your account. Just call 888-264-5665 or email me at pflynn@pricegroup.com
Thanks,
Phil Flynn
Senior Market Analyst & Author of The Energy Report
Contributor to FOX Business Network
2918 S. Wentworth Ave. FL 1, Chicago, Illinois 60616
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