Rystad Energy Oil Markets

Rystad Energy estimates that global LNG importers will spend at least $39 billion more on contracted and spot supplies in 2026, despite importing 60.7 million tonnes less LNG. Read more: rystad.info/4zXcRri

Once preparing to import LNG, the US Gulf Coast is now a global export hub. On Lets Talk Energy, XRG's Bill Lambert discusses the company's long-term gas investment strategy across the Americas, from US LNG to Argentina and Venezuela. Listen: rystad.info/4zyKQpH

US power demand is surging. Data centers and electrification are straining the grid and consumers' wallets. NRG CEO Robert Gaudette on Let's Talk Energy: 🎙️The data center power crunch: "Physics is going to win": rystad.info/3T1I1Ot #rystadenergy #letstalkenergy

As Middle East tensions raise supply risks, Asian oil and LNG markets are watching closely. In this APAC Regional webinar, Rystad Energy experts discuss what Gulf disruptions could mean for Asia’s energy supply and pricing. Watch now: rystad.info/470pcij #LNG #AsiaEnergy

𝗥𝗲𝗮𝗹 𝗰𝗹𝗶𝗲𝗻𝘁𝘀. 𝗥𝗲𝗮𝗹 𝘀𝘁𝗼𝗿𝗶𝗲𝘀. ORLEN had many data providers and streams, but limited guidance on turning that data into decisions. Learn how they partnered with Rystad Energy for tailored, hands-on support. See the full story here: rystad.info/4tIw1i7

That’s a wrap on Rystad Energy’s IE Week Market Briefing! We took a deep dive into the innovations redefining the global oil and gas markets. Subscribe to our Signals to get real-time updates on oil supply, downstream refining, and OPEC+ strategy rystad.info/3MgYTgE

BioEnergy Outlook: Policy-driven demand is reshaping biofuels.   2025 marked a pivotal year as new mandates and sustainability targets accelerate biofuel demand and intensify competition across the sector. Access the whitepaper now: rystad.info/3YSEGAp

US eyes on Venezuelan heavy crude: Refining flows reset, China marginalized. Read our last thought leadership article: rystad.info/49JIiK0 #IEWeek #OilMarkets #EnergyStrategy #Venezuela #RystadEnergy

𝗥𝗲𝗮𝗹 𝗰𝗹𝗶𝗲𝗻𝘁𝘀. 𝗥𝗲𝗮𝗹 𝘀𝘁𝗼𝗿𝗶𝗲𝘀. Drilling Specialties Company uses Rystad Energy to move faster, validate assumptions, and plan with confidence. Read more: rystad.info/4afmqYZ  #RystadEnergy #clientstories

COP30 has begun in Brazil.   This week, Jeffrey Dickerson & Petter Aspestrand explore climate pragmatism, the absence of an official US delegation and carbon markets.     Spotify: rystad.info/4r9jJy6… Apple: rystad.info/4o0dgCD YouTube: rystad.info/4oY7GlF

At Rystad Energy, we have analyzed the well’s characteristics, potential analogues and upcoming exploration plans from ConocoPhillips, along with activity from other operators across the Otway Basin. Learn more about our upstream exploration research: rystad.info/4pgzhyg

𝗥𝗲𝗮𝗹 𝗰𝗹𝗶𝗲𝗻𝘁𝘀. 𝗥𝗲𝗮𝗹 𝗿𝗲𝘀𝘂𝗹𝘁𝘀. The Global Market Analysis team at @Halliburton uses Rystad Energy’s dashboards and fact sheets to move faster, build stronger data-backed cases and deliver forecasts even when information is limited. rystad.info/4o7W4eF

While global solar costs are expected to stabilize within a relatively narrow range over the next five years, wind costs are likely to increase and have more variation around the world. Read our analysis on the global PPA price outlook and learn more: rystad.info/4r07dkx

Catch the latest Let’s Talk Energy episode:  “Who will make money in the energy industry in 2026? Featuring Rystad Energy Deputy CEO Lars Eirik Nicolaisen and Noah Brenner.  🎧Spotify: rystad.info/4p65yYD 🍏Apple: rystad.info/4qV7ghr  ⏯️ YouTube: rystad.info/3WS3Lum

Rystad Energy × FutureOn: bringing together data and digital-twin visualization to optimize offshore project costs and planning.  rystad.info/4i5ARki #RystadEnergy #FutureOn #FieldTwin #DigitalTwin #costestimating #energyinnovation

Most traders react to the market. The best ones see the turn coming. With our Oil Trading Solution, you get real-time insight into refining, demand, margins and balances, turning data into strategy before the market moves. Explore our trading analytics: rystad.info/43nbQe9

Join our experts to examine how corporate strategies are being reshaped, where companies will create value and what will define success in 2026. Register here: rystad.info/4qP6YZv #RystadEnergy #OilAndGas #CorporateStrategy

At the 2025 Americas Summit, Olga Savenkova, Vice President and Head of Corporate Strategy at Rystad Energy, unpacked how oil and gas majors have reshaped their capital strategies and what it means for resilience and future growth. Watch more: rystad.info/47OWHUa

🎙️Catch the latest episode of Let’s Talk Energy: “Dawning of the next era of energy”. Tune in for insights that set the stage for #COP30 and the next era of energy:   🎧Spotify: rystad.info/43kAGeJ 🍏Apple: rystad.info/3JmMuGD ⏯️YouTube: rystad.info/47ID0xv

Energy, intelligence and impact were the ethos of this year’s ADIPEC. Adding to that, networking, relationship building, and knowledge sharing would summarize our experience. Gain more insights in our whitepaper: rystad.info/3LxwWQO #RystadEnergy #ADIPEC2025 #MiddleEast