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WTI Crude Oil Price Forecast 2026: OPEC+, U.S. Production, and Upstream Investment Implications

WTI Crude Oil Price Forecast 2026: OPEC+, U.S. Production, and Upstream Investment Implications

Where WTI Is Headed in 2026 — and What It Means for Upstream Capital The WTI crude oil price forecast for 2026 has become one of the most consequential variables in upstream budgeting. After WTI averaged just $60/bbl in January and $64.51/bbl in February, a sharp geopolitical shock
CIR Editorial 22 Apr 2026
Curved LED display showing Earnings Season Quarterly Reports with financial ticker data — Q1 2026 E&P earnings tracker

E&P Earnings Tracker 2026: Production Guidance, Capex, and Operator Scorecards

Q1 2026 upstream earnings season is underway. WTI above $100/bbl, energy +38% in Q1. CIR tracks ExxonMobil, Chevron, FANG, EOG, and the full E&P scorecard — realized prices, capex, and what guidance revisions signal for the sector.
CIR Editorial 15 Apr 2026
BOP stack being run in East Texas Haynesville pine forest — blue drilling string, red pressure control housings, unmistakably Haynesville basin

Haynesville Shale: 2026 Production Outlook, Rig Activity, and LNG Export Demand

April 8, 2026 — Crude Intelligence Report The Haynesville Shale has become one of the most strategically important natural gas plays in North America — not simply because of its size, but because of where it sits: a pipeline ride away from six of the largest LNG export terminals on the Gulf
CIR Editorial 08 Apr 2026

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