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Energy

Data cutoff intraday
All research on Energy
Modeled fair value
USO · US Crude Oil
-1.3Expensive
507090110130150170190FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 72.0th percentile of modeled fair value 28% of modeled scenarios put fair value above the market.

Median fair value
93.0
index, market = 100
Upside to median
-7.0%
Last close
$126.15
2026-08-25
Confidence
moderate-high
77/100
Modeled returns

Return distributions, not point forecasts

Percentiles describe the spread of scenario outcomes under the stated method. The width of the range carries as much information as the midpoint.

One year

modeled
P90
+24.0%
P75
+14.0%
Median
+1.0%
P25
-8.0%
P10
-24.0%

58% of modeled scenarios end positive.

Modeled energy return scenarios using official price-path assumptions and supply/demand ranges, with wide commodity and roll-yield uncertainty.

Three years, annualised

modeled
P90
+9.0%
P75
+6.0%
Median
+2.0%
P25
0.0%
P10
-7.0%

Modeled energy return scenarios using official price-path assumptions and supply/demand ranges, with wide commodity and roll-yield uncertainty. Three-year annualized scenarios use wider partial-normalization horizons.

Against the Treasury hurdle

1y Treasury
4.04%
Expected excess
-3.0%
Basis
direct

DGS1 is the preferred current one-year investment-basis hurdle; expected excess is modeled and not guaranteed.

Instruments

5 in this asset class

SymbolValuationFair valueLast close1y modeled
USO
US Crude Oil
-1.3Expensive93.0$126.15+1.0%
BNO
Brent Crude Oil
-1.3Expensive93.0$50.26+1.0%
UNG
Natural Gas
-1.3Expensive93.0$10.23+1.0%
XLE
US Energy Sector
-1.3Expensive93.0$62.06+1.0%
XOP
Oil and Gas Producers
-1.3Expensive93.0$182.73+1.0%