IEA vs OPEC: Why the 2026 Oil Demand Forecasts Split
The two forecasts that steer energy capital and policy now point in opposite directions, and every energy seller has to plan for a market that cannot agree on where demand is going.
The two forecasts that steer energy capital and policy now point in opposite directions, and every energy seller has to plan for a market that cannot agree on where demand is going.
QatarEnergy is nearly doubling LNG capacity to 142 million tonnes a year and has already sold most of it on 20 to 27 year contracts. In 2026 a supply shock tested that model in public. Here is what the order book strategy is, why it held, and what it teaches energy B2B sellers.
Most energy suppliers run marketing, sales and service as three teams with three numbers, and lose revenue in the gaps between them. Revenue operations is the discipline that turns them into one engine with one number. Here is what RevOps is, the evidence that it works, and how to build it for the long, technical energy sale.
On 1 January 2026 the EU's Carbon Border Adjustment Mechanism stopped being a reporting exercise and became a bill. Here is why Brussels built it, how the price works, what the first weeks revealed, and why it quietly rewrites how energy buyers in Europe choose their suppliers.
China stores crude oil both ways: in large aboveground tank farms and in sealed underground caverns, and the mix is deliberate. Underground storage is cheaper to protect and much harder for outside observers to measure, which is one reason the true size of China's reserve is an estimate rather than a fact. This answer explains where and how China stores its oil, why it uses underground sites, and what the storage mix tells energy professionals trying to read Chinese demand.
ConocoPhillips is now the largest independent exploration and production company in the world, and it got there by doing the opposite of a growth-at-any-cost roll-up. It bought Marathon Oil for 22.5 billion dollars in stock, doubled the promised synergies, and spent 2026 taking another billion dollars of cost and capital out of the business while handing 45 percent of operating cash flow back to shareholders. This dossier examines what ConocoPhillips is doing, the logic of the pure-play model, and what a returns-first supermajor-scale independent means for the suppliers, competitors and buyers around it.
In a market of a few hundred known buyers, intent data earns its keep by telling you when an account is in play, not who to chase.
Most energy suppliers sound the same, so they get bought on price. Positioning is the discipline that decides where you win before a single word of copy is written, and messaging is how that decision reaches a buying group of six to ten people.
The September 2026 hike closes the 1.65 million bpd rollback. Behind the pause sits a deliberate pivot from defending price to defending share, and a harder fight over the 2027 baselines that decide each member's quota.
Marketers use under half their martech while the landscape passes 15,000 tools. Why energy's long, committee led sale needs a unified data foundation and disciplined operations, not a longer tool list.
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