The global oil and gas industry is entering a critical transition period. In this episode, we break down the most important upstream industry highlights and explore what lies ahead for oil and gas markets in 2026, from oversupply risks to shifting demand and tightening margins. We start with Norway’s long-term oil and gas policy outlook, as the government announces plans for a 2027 white paper that will shape offshore exploration, production priorities, and regulatory direction for one of the...
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The global oil and gas industry is entering a critical transition period. In this episode, we break down the most important upstream industry highlights and explore what lies ahead for oil and gas markets in 2026, from oversupply risks to shifting demand and tightening margins. We start with Norway’s long-term oil and gas policy outlook, as the government announces plans for a 2027 white paper that will shape offshore exploration, production priorities, and regulatory direction for one of the...
Unpack the next phase of transformation in global energy markets. From carbon-differentiated trade to emerging frontier investments, this week’s insights reveal how upstream operators are adapting to a volatile and rapidly fragmenting landscape. Episode Highlights: Down-Cycle Warning: Analysts flag early signs of oversupply and a potential “mini bust” in global oil markets.Carbon-Differentiated Trade: Energy fragmentation accelerates as regional markets price carbon intensity into trade and f...
EAG Podcast
The global oil and gas industry is entering a critical transition period. In this episode, we break down the most important upstream industry highlights and explore what lies ahead for oil and gas markets in 2026, from oversupply risks to shifting demand and tightening margins. We start with Norway’s long-term oil and gas policy outlook, as the government announces plans for a 2027 white paper that will shape offshore exploration, production priorities, and regulatory direction for one of the...