Venezuela is sitting on 303 billion barrels of crude, and what happens to that stockpile is critical for oil prices.

I see three bold oil market predictions shaping 2026: a spending shock from Saudi Arabia, a sharp divergence between winners and laggards in listed oil stocks, and a structural reset of global supply chains.

Institutional oil market forecasts from OPEC, EIA, and IEA are increasingly agenda-driven, leading to unreliable guidance and frequent revisions. IEA now acknowledges accelerating decline rates in conventional oil fields, signaling looming global supply ...