Rystad Energy

17/08/2026

Following a year of tighter sanctions and Ukrainian attacks on refineries, ports and tankers, Russia’s crude output has fallen further in the second half of 2026, putting additional pressure on its production outlook.

Rystad Energy has revised its Russian crude production forecast to 8.95 million barrels per day (bpd) in 2026, declining to around 8.6 million bpd in 2027. The 2026 forecast is 90,000 bpd lower than previously expected, reflecting renewed disruptions at western Russian export terminals and growing risks to seaborne exports, which are becoming increasingly unreliable and costly.

Read more: https://rystad.info/4xIQqEX

29/07/2026

A room full of industry leaders, analysts and policymakers discussing the forces shaping the global energy landscape: 𝘁𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝗮𝘁 𝗷𝗼𝗶𝗻𝗶𝗻𝗴 𝗮 𝗥𝘆𝘀𝘁𝗮𝗱 𝗘𝗻𝗲𝗿𝗴𝘆 𝗦𝘂𝗺𝗺𝗶𝘁 𝗹𝗼𝗼𝗸𝘀 𝗹𝗶𝗸𝗲.

This year, we come to 𝘁𝗵𝗿𝗲𝗲 𝗰𝗶𝘁𝗶𝗲𝘀 to examine the forces reshaping the global energy landscape, including 𝘀𝘂𝗽𝗽𝗹𝘆 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆, 𝘀𝗵𝗼𝗰𝗸 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱𝗻𝗲𝘀𝘀 and 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 to build resilient portfolios in an increasingly complex world.

Explore the agendas and register today:
📍 Singapore · 3 September 2026: https://rystad.info/4ca8qj8
📍 Houston · 10 September 2026: https://rystad.info/4frtuDZ
📍 London · 6 October 2026: https://rystad.info/3TGeidB

22/07/2026

This year at our annual Summits in Singapore, Houston and London, we focus on one central theme: "𝗙𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀 𝗮𝗻𝗱 𝗴𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝘀: 𝗧𝗵𝗲 𝗲𝗻𝗲𝗿𝗴𝘆 𝗽𝗹𝗮𝘆𝗯𝗼𝗼𝗸 𝗳𝗼𝗿 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀."

We will examine the forces reshaping the global energy landscape, from capital allocation to supply chain access, under sustained geopolitical pressure.

Hear from senior executives and industry leaders through plenary sessions and interactive deep dives, and connect with the people shaping tomorrow's energy conversations.

Register now to secure your place: https://rystad.info/4wTHBYz

15/07/2026

Latin America’s upstream sector saw no shortage of major developments in June. We picked the five that matter most to examine more closely.

We examine what each means for the region, from Guyana's expanding exploration runway to deepwater collaboration in the Mexican Gulf of Mexico.

While these developments shaped the regional landscape, Venezuela remains one of the biggest longer-term stories. Our latest analysis examines how the country’s upstream sector could grow by around 17% by 2028 if it closes the gap between policy and ex*****on.

The new LatAm Upstream Pulse, a monthly commentary series, is designed to serve as a holistic analysis of market-moving upstream developments, project milestones and strategic trends across Latin America.

Full read here: https://rystad.info/4vsgB1j

08/07/2026

☀️ Let’s Talk Energy just hit 44 episodes - and what a first run it's been: 𝗢𝘃𝗲𝗿 𝟭 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗬𝗼𝘂𝗧𝘂𝗯𝗲 𝘃𝗶𝗲𝘄𝘀. 𝟳𝟬,𝟬𝟬𝟬+ 𝗵𝗼𝘂𝗿𝘀 𝗼𝗳 𝘄𝗮𝘁𝗰𝗵 𝘁𝗶𝗺𝗲. 𝟮𝟱,𝟬𝟬𝟬+ 𝗱𝗼𝘄𝗻𝗹𝗼𝗮𝗱𝘀. Thank you for spending your time with us.

The show is taking a short summer break for everyone to relax and recharge.

We'll be back in late August with new episodes every two to four weeks, and a strong lineup already taking shape: high-profile guests from major energy producers and supply chain giants, Rystad's own expert voices and another dispatch from the sidelines of the 𝗥𝘆𝘀𝘁𝗮𝗱 𝗘𝗻𝗲𝗿𝗴𝘆 𝗘𝗠𝗘𝗔 𝗦𝘂𝗺𝗺𝗶𝘁 𝗶𝗻 𝗟𝗼𝗻𝗱𝗼𝗻 𝗶𝗻 𝗢𝗰𝘁𝗼𝗯𝗲𝗿.

Catch up on the full archive in the meantime: https://rystad.info/4vRzhZ5

Have a great summer, see you in late August. 🎧

03/07/2026

🔋 AI has already cut some nuclear permitting timelines by 92%, saving up to $100 million a year. The same approach is now being tested on renewables and grid connections.

This is just one example of how AI is reshaping the energy system.

In this week's episode of Let's Talk Energy, Microsoft's 𝗣𝗲𝗿 𝗖𝗵𝗿𝗶𝘀𝘁𝗶𝗮𝗻 𝗛𝗼𝗻𝗻𝗶𝗻𝗴𝘀𝘃𝗮𝗮𝗴 explores how AI is helping:
• Turn distributed energy resources into revenue generators
• Expedite grid permitting
• Transform data centers into contributors to grid stability
• Missed it earlier this week? Now's your chance.

🎧 Tune in now: https://rystad.info/44Ns1l2

02/07/2026

In times of extreme uncertainty, 𝘁𝗿𝘂𝘀𝘁𝗲𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 𝗶𝗻𝗱𝗶𝘀𝗽𝗲𝗻𝘀𝗮𝗯𝗹𝗲.

From the COVID-19 shock to shifting US trade policies and tariffs, and escalating tensions in the Middle East, 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝗵𝗮𝘀 𝗯𝗲𝗰𝗼𝗺𝗲 𝗮 𝗰𝗼𝗻𝘀𝘁𝗮𝗻𝘁 𝗳𝗲𝗮𝘁𝘂𝗿𝗲 𝗼𝗳 𝗲𝗻𝗲𝗿𝗴𝘆 𝗺𝗮𝗿𝗸𝗲𝘁𝘀.

Through each of these moments, Rystad Energy has supported clients with data-driven analysis and forward-looking intelligence when it matters most.

The key is having a structured way to interpret the noise.

Our approach applies a consistent, forward-looking framework in real time, tracking how incentives evolve across economic and political dimensions to bring clarity to complex situations.

We demonstrated this capability in how we assessed recent developments in the Middle East.

👉 Hear Jorge’s perspective and the thinking behind it: https://rystad.info/4v91k5g

01/07/2026

⚡AI is putting pressure on the grid. But it might also be the thing that saves it.

𝗡𝗲𝘄 𝗲𝗽𝗶𝘀𝗼𝗱𝗲 𝗼𝗳 𝗟𝗲𝘁'𝘀 𝗧𝗮𝗹𝗸 𝗘𝗻𝗲𝗿𝗴𝘆 𝗶𝘀 𝗼𝘂𝘁 𝗻𝗼𝘄.

Host Noah Brenner is joined by Per Christian Honningsvaag, Microsoft's EMEA Energy and Resources Industry Leader, to unpack how AI is reshaping grid operations, security and infrastructure investment - from real-time grid intelligence to data centers that give power back.

In this episode:
• AI and grid cybersecurity
• Demand-side orchestration
• Dynamic line rating
• What grid-friendly data centers actually look like

🎧 𝗧𝘂𝗻𝗲 𝗶𝗻 𝗻𝗼𝘄: https://rystad.info/4wfhN8U

Let's Talk Energy and explore how AI reshapes grid infrastructure with Microsoft's Per Christian Honningsvaag. Listen now.

26/06/2026

The industry spent a decade pulling back from exploration. Now it's racing to catch up and the portfolios that were built quietly during that period are suddenly the most valuable in the business.

This week's episode of Let's Talk Energy gets into exactly how that plays out, with Tracey Henderson, EVP Exploration at Apache Corporation, walking through Alaska, Suriname, Uruguay, Egypt, and the Permian.

Missed it earlier this week? Now's the time.

🎧 Tune in now: https://rystad.info/4eLpQDu

25/06/2026

A forecast is not about being right once. It is about consistent accuracy as the world changes.

For the past decade, particularly through a price crash, a pandemic and a sharp swing in activity, Rystad Energy's US crude oil forecasts have held. Year-after-year, we have 𝗹𝗮𝗻𝗱𝗲𝗱 𝘄𝗶𝘁𝗵𝗶𝗻 𝟮% 𝗼𝗳 𝗮𝗰𝘁𝘂𝗮𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻.

Amir Zaman, Partner & Head of Sales and Marketing, Americas, explains how. We go well-by-well. We examine the geology, we run the economics and we add it up in the same disciplined way every time.

👉 Watch Amir explain what sits behind the number, and explore the track record: https://rystad.info/4oNof4k