Energy Index ETFs have surged 48% year-to-date! U.S. energy stocks remain "cheap" despite the rally: sustained high oil prices could drive a valuation recovery.

The Energy Select Sector SPDR Fund, an ETF tracking U.S. energy stocks, has surged 483% year-to-date, significantly outperforming all other S&P 500 sectors. Despite this rally, the energy sector remains one of the lowest-valued segments within the S&P 500. While elevated oil prices have generated excess profits for energy companies, Wall Street previously viewed this earnings growth as transient. However, if high oil prices persist longer than expected, the valuation re-rating of energy stocks may only just be beginning.

wallstreetcn07:31

If You Invested $100 In Valero Energy Stock 20 Years Ago, You Would Have This Much Today

Valero Energy (NYSE:VLO) has outperformed the market over the past 20 years by 1.39% on an annualized basis producing an average annual return of 10.55%. Currently, Valero Energy has a market

Benzinga07:00

EIA Significantly Raises Oil Price Forecasts: Brent Crude Average Price Expected to Reach $91 in 2026 Amid Greater-Than-Expected Supply Disruptions

The U.S. Energy Information Administration (EIA) projects that the average spot price of Brent crude will be $91 per barrel in 2026 and $74 per barrel in 2027, representing upward revisions of $4 and $5, respectively, from previous forecasts. The average Brent price in the second half of 2026 is expected to be approximately $90 per barrel, $8 higher than previously projected. The EIA anticipates an average production disruption of about 5.7 million barrels per day in the fourth quarter, with global inventories continuing to decline.

wallstreetcn02:48

XOP Builds an Inverse Head-and-shoulders Pattern as Oil Tops $100/bbl

Seeking Alpha02:20

Central banks are no longer focused solely on oil prices; cracking spreads are sounding the alarm on inflation.

Crack spreads, defined as the price differential between refined petroleum products such as gasoline and diesel and crude oil, are becoming a key indicator for central banks in assessing inflationary pressures. Conflicts in the Middle East and between Russia and Ukraine have disrupted global refining capacity, tightening the supply of refined products and driving crack spreads sharply higher. Bank of England Governor Andrew Bailey stated that he is currently more concerned about the widening of crack spreads than about crude oil prices, while the European Central Bank has also incorporated them into its assessment of energy prices and inflation risks.

wallstreetcn00:23

Evidence of market manipulation? Trump-linked accounts exposed for precisely timing market bottoms and tops, yielding millions in unrealized gains

On the first day of the conflict, he bought in; just before the strikes were paused, he made a precise bottom‑fishing move; and once the strikes resumed, he liquidated his position to lock in profits…

Golden10 DataSep 9 23:00