Inner Loop Intelligence
All Themes
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All Sources
Slack: C09VCLQ3MA7/ts:1773346645.7977
Author: Stuart Hardy
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
energy-sector-structural-positioning
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[E1869]
UBS maintains long-term Brent forecast of $75/bbl. 2025 actual 30 FIDs totaling 3.4Mboed. Oil project start-ups declining sharply post-2027. Top picks include TotalEnergies, Eni, ExxonMobil, Chevron.
commentary · 2026-04-07