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The U.S. Energy Information Administration's September 2026 Short-Term Energy Outlook raised its 2026 U.S. crude output forecast to 13.83 million barrels per day and its 2027 forecast to 14.26 million barrels per day, both up from August, extending Permian Basin-led, price-driven growth that keeps output above 2025's 13.7 million-b/d record — this is analysis, not investment advice.