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Outlook 2026: Time for a new international energy order
With the arrival of a multipolar world and 4b energy-poor people, the existing energy order is no longer fit for purpose
Outlook 2026: Crude on crude – How shale oil flipped the script on the global barrel
Heavy, sour crude and shale oil will battle for market relevance, but it may not be the sweetest barrels that taste victory
Outlook 2026: LNG markets and the overhang
A third wave of LNG supply is coming, and with it a likely oversupply of the fuel by 2028
Outlook 2026: The next oil shock – From peak demand mirage to structural tightness
Oil prices look set to come under pressure next year as oversupply hits, but longer-term the risk is underinvestment as demand continues to grow past 2030
OPEC presses pause
The group’s oil production declined in November, our latest analysis finds, amid divided sentiment over market balances and geopolitical jitters
Learning from oil’s supercycle miss
Mistaken assumptions around an oil bull run that never happened are a warning over the talk of a supply glut
Letter from London: Oil’s golden triangle
The interplay between OPEC+, China and the US will define oil markets throughout 2026
The complex crude glut picture
The swelling crude supply story involves the key plot twists of reluctant buyers, limited oil stocks and refiners playing the long game
Alberta’s energy hub sees silver lining
US tariffs bolster Alberta’s Industrial Heartland exports to Asia
Letter from Abu Dhabi: ADNOC’s evolution putting it atop the energy chain
Once a national oil champion, the company is now so much more
Sultan Ahmed al-Jaber, head of Adnoc and designated head of the upcoming Cop28 negotiations in Dubai
Opinion
UAE Markets
Angela Wilkinson
1 June 2023
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Realistic hope should be the legacy of Cop28

The appointment of the UAE’s Sultan Ahmed al-Jaber as Cop president has drawn criticism from some quarters, but progress on the energy transition will require cooperation, not conflict

It is no longer surprising to see a sudden surge of outrage aimed at energy leaders, often amplified by global and social media. Stories of heroes and villains remain popular. The World Energy Council community has been at the forefront of making energy transitions happen for a century, so has some experience to bring to the table. The latest outrage has been aimed at the credibility of the UAE’s appointed Cop president, Sultan Ahmed al-Jaber, following concerns raised by some Western legislators. It is easy to join the bandwagon of criticism against a highly visible target, but progress rests on inclusion and sustaining cooperation, not conflict. More decentralised, decarbonised and d

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