Oil and Gas Industry Analysis: Q4 2025
How will OPEC+ and crude oil prices impact the US gas and oil industry in 2026?
Global energy markets face a pivotal moment. Although OPEC+ crude production is beginning to plateau, the seeds for an oil supply glut have been sown. Analysts anticipate a rise in crude surplus, potentially exceeding 1 million barrels per day by early 2026, further weighing on oil valuations.
Slowing demand, coupled with ample supply, is placing significant downward pressure on oil prices. These changes are exacerbated by geopolitical dynamics, such as U.S. sanctions on major oil producers, which have been factored into the market’s expectations.
This tug-of-war in the oil market raises critical questions for investors: will US production models adapt to OPEC+ pressures, or will geopolitical risks redefine market dynamics?
Download the Q4 2025 Oil and Gas Pulse report to learn how the sector plans to navigate supply adjustments, price fluctuations, geopolitical tensions, and other oil & gas industry trends.
