- Dramatic change has been the hallmark of the year 2026, taking investors on a wild ride
- Energy has been front-and-center, with various choke points highlighting the vulnerabilities and opportunities that lie ahead
- In his lively talk, John will discuss the most significant changes—and how to profit from them
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.