Let’s Talk Energy, dust off our crystal ball and gaze ahead to the biggest energy stories of 2026. The year ahead is shaping up to be one of energy abundance. Ample global energy supplies could broadly lead to lower prices, but midstream and market bottlenecks, as well as broader shifts in the energy investment cycle, could open opportunities for companies to capture value. But geopolitics will once again be a wildcard, creating risks both to the upside and the downside for the energy industry. 

How will companies and countries navigate oil, natural gas and power markets that are forecast to be significantly oversupplied through the year ahead?

Could 2026 be a pivotal year for the energy transition, despite worries about waning climate ambition globally?

Will geopolitics inject even more unpredictability into an already tumultuous energy landscape?

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Energy transition vs. energy addition with Jarand Rystad

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Let’s Talk Energy is a Rystad Energy Production.