Rystad Energy

“Rystad Energy forecasts a year of upstream energy abundance in 2026 with potential bottlenecks downstream. They estimate up to 3.2 million barrels per day of additional oil could enter the market if OPEC+ unwinds voluntary production cuts, making their supply modeling a critical input for energy traders.”

“Rystad sees energy oversupply, lower prices and rising M&A opportunities in 2026. Nearly $150 billion worth of upstream M&A opportunities are on the market, positioning 2026 as another active year for consolidation in US shale and gas-focused international assets.”

“Gas strength and oil weakness shape US onshore industry outlook heading into 2026. Rystad's granular well-level data and production forecasting give upstream operators and investors the detailed analytics needed to navigate shifting basin economics.”