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Oil Prices Set to Drop, Mergers Expected Amid Shift

1/4/2026

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Story summary
  • Oil prices are expected to fall in 2026, with Brent averaging about $55 per barrel.
  • The bearish outlook is driven by increased supply from U.S. producers and OPEC.
  • ExxonMobil and Chevron Corporation are shifting to gas-fired power plants and data centers.
  • The trend could trigger a wave of mergers as firms consolidate.
  • Natural gas stocks may benefit from rising demand from liquefied natural gas (LNG) terminals and AI data centers.