Five Trends That Will Drive Energy Markets in 2026 | Presented by CME Group

Geopolitics is key, but 2026 energy markets are moving on more than headlines. Here are five things to watch. First, the LG tsunami.2026 kicks off the largest supply expansion in history. As traders brace for a global surplus, project delays may be key to Henry Hub volatility. Second, the Oil Balancing Act.Supply from Gana, Canada, and Brazil is surging. OPEC Plus faces a tough choice. Lower output or lower oil prices.Third, the China swing. From crude stockpiling to refined product export licenses, a singl ...