- The world has experienced the largest energy shortage of our lifetimes—with Middle Eastern production falling by 14 million barrels per day and LNG exports down by 20%
- “Security of supply” is now a significant strategic priority for oil consuming countries, making Canadian energy producers even more compelling in the years ahead • Find out how they should be valued—and what potential upside remains in the years ahead
The first half of 2026 reshaped the global energy map. The Trump administration’s moves in Venezuela and the Middle East. The UAE pulling out of OPEC. Foreign buyers turning increasingly to US LNG for critical supply. Meanwhile Canadian energy producers—sitting on some of the most strategically valuable reserves on earth—are being revalued in real time. The Bloomberg Commodity Index was up 30% YTD in May. WTI crude was up 83%. Our panelists will tell you what’s already happened, what happens next, and the specific stocks and ETFs you need to own to capitalize on the energy decade that’s just getting started.