Oil · Supply Shock Research

Research grouped under the Oil · Supply Shock pillar — consensus, dispersion, and the gap to spot across firms. Every piece links back to the underlying firm reports.

2026-09-21·WTI·4 min read·+43.38% gap1 reads
WTI Consensus Check, Week of September 21, 2026: Spot at $94.63 vs $66 Median
WTI spot trades 43% above the five-desk Dec-26 median of $66, the widest consensus gap in the current forecast cycle.
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2026-09-20·WTI·5 min read

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WTI Consensus Check, Week of September 21, 2026: Spot at $94.63 vs $66 Median

WTI Consensus Check, Week of September 20, 2026: Spot at $96 vs $85 Target

WTI at $96 vs $85 Consensus: OPEC+ Discipline Meets Shale Ceiling

WTI Consensus Check, Week of September 17, 2026: Spot at $100.63, Median Target $66

WTI Consensus at $66 vs $103.69 Spot: Week of September 16, 2026

WTI Consensus at $66 vs $105.55 Spot: Week of September 15, 2026

WTI Consensus Check, Week of September 14, 2026: Spot at $103, Banks Target $66

WTI Consensus at $66 vs $100 Spot: Bank Forecasts, Week of September 13, 2026

WTI Consensus at $66 vs $100 Spot: Week of September 12, 2026

WTI Consensus at $69.50 vs $100.98 Spot: Week of September 11, 2026

WTI Consensus at $66 vs $96.86 Spot: Week of September 10, 2026

WTI Consensus Check: Spot at $93.8, Dec-26 Median at $66 — Week of September 9, 2026

WTI Consensus at $66 vs $93.66 Spot: Week of September 8, 2026

WTI Consensus Check, Week of September 7, 2026: Spot at 91.48, Median Target 66.0

WTI Consensus at $66 vs $91.48 Spot: September 6, 2026

WTI Consensus at $66 vs $91.48 Spot: Week of September 5, 2026

WTI Consensus $66 vs Spot $91.24: Week of September 4, 2026

WTI at $91.72 Trades 39% Above Dec-26 Consensus: Week of September 3, 2026

WTI Consensus Week of August 31, 2026: Spot at 86.25, Median Target 66

WTI at $83.29 Sits 26% Above Dec-26 Consensus: Week of August 28, 2026

WTI Consensus at $66 vs $82.43 Spot: Week of August 27, 2026

WTI Consensus at $66 vs $82.27 Spot: Bank Forecasts, Week of August 26, 2026

WTI Oil Forecast Consensus: August 25, 2026 — Spot at 84.95, Median Target 66.0

WTI Consensus Check: Spot at 85.72, Median Target 66 — Week of August 24, 2026

WTI Consensus at $66 vs $87 Spot: Bank Forecasts, Week of August 23, 2026

WTI Consensus Check, Week of August 22, 2026: Spot at 87.06, Banks Target 66

WTI Consensus Check: Spot at 86.72, Dec-26 Median at 66 — Week of August 21, 2026

WTI Consensus at $66 vs $86.30 Spot: August 20, 2026 Check

WTI Consensus at $66 vs $84.73 Spot: Week of August 19, 2026

WTI Consensus at $66 vs $81.89 Spot: Bank Forecasts, Week of Aug 17 2026

WTI Consensus Check, Week of August 16 2026: Spot at 82.4, Median Target 66.0

WTI Consensus: $66 Target vs $82.40 Spot — Week of August 15, 2026

WTI Consensus at $66 vs $82.36 Spot: Bank Forecasts, Week of August 14, 2026

WTI Consensus at $66 vs $81.55 Spot: Bank Forecasts, Week of August 13, 2026

WTI Consensus at $66 vs $83.90 Spot: Bank Forecasts, Week of Aug 12 2026

WTI Consensus Check, Week of August 11 2026: Spot at 83.32, Median Target 66

WTI Consensus at $66 vs $77.94 Spot: Bank Forecasts, Week of August 10, 2026

WTI Consensus Check, Week of August 9 2026: Spot at 78.18, Median Target 66

WTI Oil Forecast Consensus: August 8, 2026 — Spot at 78.18, Median Target 66

WTI Oil Forecast: Bank Consensus at $66 vs $78.26 Spot — Week of August 7, 2026

WTI Consensus Check, Week of August 6 2026: Spot at 77.4, Median Target 66.0

WTI Consensus Check: Spot at $74.86 Sits 13% Above Dec-26 Median — Week of August 5, 2026

WTI Consensus Check, Week of August 4, 2026: Spot at $81 vs $66 Median

WTI Consensus Check, Week of August 3 2026: Spot at $80 vs $66 Target

WTI Consensus Check: Spot at 84.67, Median Target 66.0 — Week of August 2, 2026

WTI Oil Forecast Consensus: Week of August 1, 2026 — Spot at 84.67, Banks Target 66.0

WTI Consensus Check, Week of July 31 2026: Spot at 84.18, Banks Target 66

WTI Consensus Check, Week of July 30 2026: Spot at 83.93, Median Target 66.0

WTI Consensus Check, Week of July 28 2026: Spot at 80.99, Median Target 66

WTI Consensus Check, Week of July 27 2026: Spot at 84.47, Median Target 66