No Sanctions for the Holiday. The Energy Report 11/26/2025

All he wants for Christmas is no sanctions on Russian Energy driving energy prices even lower.  The question is whther we can get Russian sanctions lifted in time for Christmas? President Trump’s latest diplomatic overtures to bring Russia and Ukraine back to the negotiating table for peace have had a dramatic impact on energy prices, especially if you look at diesel and natural gas,  Yesterday, both of those markets plummeted on expectations that a movement toward peace could lift sanctions on Russian oil and natural gas, thereby reducing the demand for U.S. exports of liquefied natural gas and diesel.

Yet if you look beyond the initial peace agreement, this goes back to President Trump’s larger vision of a world economy based on energy security.  President Trump is trying to lead the world back to energy sanity and expects the United States to lead the world in artificial intelligence and being realistic about meeting the demand of the future. President Trump realizes that the war between Russia and Ukraine has always had an energy security element to it, whether it be the ports for exports or the fact that Ukraine has pipelines. Oil and gas have always been part of the friction, and it’s about power—the power that energy gives to a country.

Even in the newly unveiled 28-point Ukraine peace and reconstruction plan, fossil fuels are clearly placed at the heart of the Ukraine’s economic recovery, emphasizing energy, natural resources, and industrial rebuilding as its main priorities.  And the Ukraine is going to rebuild its economy after years of conflict focusing on their natural resources it’s going to go a long way to rebuilding the region. The reasonable and logical idea the alchemy done in such a way where the United states can encourage their technology that is designed to produce natural fuels and the cleanest way along with our advances in carbon capture technology that can give you crane its best long term chance to rebuild obviously the details in this plan has a long way to go but the market is rather optimistic that this can be done

Energy security is crucial in Europe and globally, as an energy shock anywhere can cause widespread disruption and slowdowns and be a threat to the global economy.

The other major focus for the energy markets as we roll into the holiday is the travel situation—which, let’s be honest, is looking downright treacherous for millions of Americans. I can practically feel the wind rattling the glass and watch the snow start piling up outside my window. Fox Weather is sounding the alarm: we’re talking periods of whiteout, life-threatening driving conditions stretching across Michigan’s Upper Peninsula and right downwind of Lakes Erie and Ontario. That means Ohio, western Pennsylvania, and western New York—get ready for Mother Nature’s one-two punch starting Wednesday and running through Friday. Folks up in the U.P., take this seriously: officials are urging you to stay off the roads on Wednesday and even on Thanksgiving Day. Safety first, and if you can, maybe let the turkey come to you this year. I see quite a few around here but they are very fast. Snow and weather may slow travel, but with gasoline prices at their lowest since COVID, many people are still expected to travel near record levels and brave the storm. Be careful.

And is you were looking for a cornucopia of crude supply to show up in this week’s API report you might be disappointed. According to the latest figures from the American Petroleum Institute (API), API reported a drawdown of 1.9 million barrels in crude oil stocks, while gasoline supplies rose by 500,000 barrels and distillate inventories increased by 800,000 barrels. Cushing, meanwhile, saw a decline of 300,000 barrels. These numbers highlight the continued tightness in the crude market, even as product stocks show modest builds. Or it’s that floating storage if we don’t get sanctions lifted on Russia with this peace initiative it may continue to float for an extended period kind . And I also want to take this time to be thankful for all the loyal readers of the daily energy report i want you to have a very blessed holiday and safe travels! Happy Thanksgiving!

Of course the most important thing to do during this storm is to download the fox weather app to keep up with all the latest breaking weather news and if you want to stay up to date on the business news stay tuned to the Fox Business Network because they’re the only network in America that is truly invested in you we’re getting a lot of questions about the Phil Flynn daily trade levels as well as my position in this high volatility with some of these historic moves we will be more than happy to help you just call me at 888-264-5665 or you can e-mail me at pflynn@pricegroup.com.

 

Thanks,

Phil Flynn

Senior Market Analyst & Author of The Energy Report

Contributor to FOX Business Network

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