Crude Oil WTI
2026 Projections · 14 Banks
Live—+0.00 (+1.48%)
YE $74Oil Key Themes
Recurring narratives across institutional research · WTI · 14 institutional banks
Key themes · WTI
OPEC+ Supply Unwind
OPEC+ gradually unwinding 2.2 mb/d of voluntary cuts through 2026. Pace of unwind and memb…
Bearish
Non-OPEC Supply Growth
US, Brazil, Guyana, and Canada driving record non-OPEC supply growth of ~1.8 mb/d. Shale p…
Bearish
China Demand Slowdown
China oil demand growth slowing to 200-300 kb/d as EV adoption accelerates and real estate…
Bearish
Theme prevalence · firm attribution · narrative deltas
14 institutional oil desks · unlock with Retail.
FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.