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

• The 'LNG Tsunami' in 2026 will see the largest supply expansion in history, potentially leading to a global surplus and increased Henry Hub volatility.
• The 'Oil Balancing Act' involves surging supply from Guyana, Canada, and Brazil, forcing OPEC+ to choose between lower output or lower oil prices.
• The 'China Swing' refers to how China's crude stockpiling and refined product export licenses can rapidly alter global energy fundamentals.
• The 'Dollar's' correlation with oil prices and potential central bank surprises are expected to bring significant moves for WTI in 2026.
• The 'AI Boom' is driving the highest electricity demand in 15 years, impacting US GDP and making the AI race a key factor for oil as well.

The video identifies five critical energy trends for 2026, including a significant LNG supply expansion leading to potential global surpluses, OPEC+'s challenge in balancing oil supply amidst surging output from other nations, and China's policy shifts impacting global energy fundamentals. It also highlights the influence of the dollar on oil prices and the growing electricity demand driven by the AI boom, suggesting a complex and potentially volatile market landscape.