Oil price forecast 2025 2026 analysts monitoring commodity-linked

Analysts monitoring commodity-linked equities note that the "oil price forecast 2025 2026" could support upstream producers’ EBITDA growth in the 8–12% range year-over-year. Hedge fund flows are skewing towards mid-cap exploration companies as Brent futures for 2025 are priced near $90, suggesting stronger capital gains for energy portfolios aligned with cyclical upswings. The increase decided Sunday is "manageable" for Russia, said Leon+. “Similarly, we lowered our FY’26 oil price outlook, with WTI averaging ~$57 per barrel, down from $60 per barrel,” they added. Latest market sentiment on "oil price forecast 2025 2026" shows WTI trading range expectations between $82–$95 per barrel in 2025, driven by persistent OPEC+ output discipline and a gradual recovery of Chinese demand. By 2026, analysts project modest easing to $78–$88 as supply-side investments in US shale and Middle East capacity start hitting the market, with potential volatility tied to geopolitical flashpoints.