News & Macrohigh confidence
EIA sees Brent near $90/bbl in second-half 2026 amid Middle East disruptions
Oil & Gas Journal · September 10, 2026 · Week 2026-37
Summary
The US Energy Information Administration (EIA) forecasts Brent crude oil prices will approach $90 per barrel in the second half of 2026. This projection is based on anticipated supply disruptions in the Middle East, suggesting that geopolitical risk will remain a primary driver of elevated energy prices.
Strategic Implication
Sustained high oil price forecasts based on regional instability signal strong revenue outlooks for MENA NOCs but also highlight the persistent geopolitical risk premium affecting the region's energy exports.