In this Global Energy Outlook Forum 2026 interview, DaveErnsberger says fragile supply-demand balances will give way to lowerprices, with Brent averaging near $59 as markets rebalance. He expects oildemand growth to recover to around one million bpd, driven by price-sensitivebuyers. Ernsberger argues that lowest-cost producers will dominate, marketshare is back in focus, and geopolitics now plays a muted role in pricing.
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