I Think Investors Are Missing The Best Energy Trade For 2026

Summary

• The S&P 500 has delivered an 80% return over the past three years, significantly outperforming energy stocks.
• Despite a 7% year-to-date gain, energy remains an underperformer compared to the broader market's 18% rise.
• Energy sector volatility, driven by weak demand and OPEC supply actions, has challenged investors throughout the year.
• I expect a special segment within energy to deliver substantial alpha in 2026 and beyond, surpassing traditional sector returns.