A glimpse into energy in 2026, with Jarand Rystad

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? Related Analysis:Expectations and realities: 12 predictions for the year ahead in energy (accessible for non-clients)US shale braces for next consolidation wave as smaller players seek scale (accessible for non-clients)Economic outlook for Europe’s battery storage improving under new pricing structure (accessible for non-clients)US shale braces for next consolidation wave as smaller players seek scale (accessible for non-clients)Oil, geopolitics and 2025: The ‘Bohemian Rhapsody’ Year (clients only)Europe R&P 2025: BESS additions surpass onshore wind, solar PV drops (clients only)How does Rystad Energy compare with the IEA World Energy Outlook 2025? (clients only) Related Episodes:Energy transition vs. energy addition with Jarand RystadWhat China’s oil stockpiling means for OPEC+, prices and global trade, with Lin YeLessons from Australia's wildly volatile power market, with Gero FarruggioWho will make money in the energy industry in 2026? Let’s Talk Energy is a Rystad Energy Production. Produced by: Laura Rodriguez Skaug & Både Og. Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means. Follow us on: LinkedIn YouTube Instagram X