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The year ahead looks set to be shaped by changing dynamics as hotspots of climate action shift and devolve.
Gulf of America (US Gulf of Mexico) deepwater production will set a record at almost 2.5 million boe/d in 2026, but this peak may prove fleeting.
Capital discipline will be front of mind as North Sea companies plan for a period of lower oil and gas prices.
Latin America's upstream sector enters 2026 with strong project portfolios and continued expansion from leading producers, while navigating regulatory changes and seeking new investment opportunities.
Oil and gas diverge in Canada as pipeline constraints ease and policy clarity emerges.
The MENA upstream sector enters 2026 with strong momentum, abundant opportunities and rising risks that will shape investment, supply dynamics and strategic positioning across the region.
Our experts' predictions for the year ahead
Europe enters 2026 at a pivotal moment in its energy transition.
Downstream oil and gas companies face mounting pressure to reposition amid declining product demand, strong petrochemical growth, and a difficult-to-plan-around transition
What is the oil market risk and will Big Oil want to invest in Venezuelan upstream opportunities?
Installations reached the total capacity of nearly 270 GW/630 GWh by the end of 2025
A new wave of LNG supply growth is reshaping global gas markets, yet prices remain elevated enough to constrain demand in parts of Asia. As the market shifts from tightness toward greater abundance in 2026, five defining themes will determine how Asian LNG dynamics evolve.
Our Wells to watch class of 2026 demonstrates that frontier exploration for advantaged resources remains a driving force for the industry.
What are the key themes that will shape exploration for, and development of, oil & gas in 2026 and will next generation technologies prove viable?
The downstream shuffle.
Cumulative freeze-offs projected to exceed 120 bcf, ranking among the most impactful winter events in recent memory.
Looking past the volatility and noise to understand what lies ahead for carbon management in 2026 and beyond
Rising electrification and policy pressure support demand, but growing renewable supply and techno-economic factors cap price growth
Forward curve remains subdued even as recent cold snap drives massive inventory withdrawals and production freeze-offs
New analysis from our Corporate Strategy and Analytics Service (CSAS).
We dissect some key upstream issues that arose in 2025, but more importantly, assess the lasting impacts on 2026.
In a struggling global chemicals market, European producers face particular challenges — can AEQUITA make its new assets perform?
Considerable uncertainty remains in 2026
Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market
Six key factors are making Nigeria the epicentre of operations for the continent’s indigenous oil & gas firms.
Exploring some of the key impacts of the Middle Eastern conflict on metals such as aluminium, copper, steel and iron ore
Massive investment will be needed to meet expected electricity demand growth — how much of that growth is anchored by increasing costs?
What do E&P firms need to know about Malaysia Petroleum Management’s release of new blocks and DROs?
Aerial imagery and operational analysis of the Valero facility shutdown and its impact on energy markets.
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