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Energy

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All research on Energy
Modeled fair value
USO · US Crude Oil
-2.1Expensive
30507090110130FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 85.2th percentile of modeled fair value 15% of modeled scenarios put fair value above the market.

Axis widened to 30140 to show the full modeled range; the published renderer axis of 50140 would clip this distribution’s tails.

Median fair value
81.5
index, market = 100
Upside to median
-18.5%
Last close
$158.38
2026-09-10
Confidence
moderate
62/100
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
+49.5%
P75
+26.4%
Median
+0.8%
P25
-24.8%
P10
-47.9%

51% of modeled scenarios end positive.

Collateral T-bill yield (3.9%) plus 15% partial convergence toward median fair value, with no assumed risk premium; futures roll yield not modeled because the curve was not verified. Dispersion from a 38% annual volatility assumption.

Three years, annualised

modeled
P90
+29.4%
P75
+16.1%
Median
+1.3%
P25
-13.5%
P10
-26.8%

Collateral yield plus 38.6% cumulative partial convergence over three years; volatility scaled by square root of time.

Against the Treasury hurdle

1y Treasury
4.28%
Expected excess
-3.5%
Basis
direct

Modeled 1Y median return minus the 4.28% 1-year Treasury par yield (investment basis); the Treasury offers a higher modeled median with far lower uncertainty.

Instruments

5 in this asset class

SymbolValuationFair valueLast close1y modeled
USO
US Crude Oil
-2.1Expensive81.5$158.38+0.8%
BNO
Brent Crude Oil
Unavailable$63.13
UNG
Natural Gas
Unavailable$10.19
XLE
US Energy Sector
Unavailable$64.93
XOP
Oil and Gas Producers
Unavailable$195.47