Energy Market Year-End Review & 2026 Oil and Natural Gas Outlook

🌍 Geopolitical conflicts, especially the Russia-Ukraine war, heavily influenced energy market volatility in 2023.
⚖️ OPEC+’s 2.2 million barrels/day voluntary production increase deal was announced but ultimately failed due to cheating and lack of cohesion.
📈 Global oil inventories grew counter-seasonally, signalling market oversupply despite expectations of a glut.
🔮 Forecast for 2026 predicts a significant oil bull market driven by supply constraints and normalized OPEC spare capacity.
⛽ Non-OPEC oil supply growth is expected to peak in 2026, with US shale production plateauing and declines anticipated thereafter.
💡 Natural gas demand rose sharply due to increased power needs and LNG exports, supporting a bullish outlook.
📉 Energy sector remains underweighted in major indices, presenting a contrarian investment opportunity heading into 2026.
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