The Energy Information Administration just revised its 2026 outlook downward. They're now calling for U.S. oil production to hit 13.53 million barrels per day—that's a drop of 80,000 barrels year-over-year. This marks a 50,000 barrel-per-day cut from their previous forecast. Worth noting for anyone tracking macro conditions: energy output shifts like this tend to ripple through inflation expectations and broader market sentiment.