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Energy

Data cutoff
All research on Energy
Modeled fair value
USO · US Crude Oil
-0.8Somewhat expensive
507090110130150FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 64.0th percentile of modeled fair value 31% of modeled scenarios put fair value above the market.

Median fair value
90.6
index, market = 100
Upside to median
-9.4%
Last close
$155.31
2026-09-17
Confidence
moderate-high
71/100
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
+30.0%
P75
+14.8%
Median
-2.0%
P25
-18.8%
P10
-34.0%

47% of modeled scenarios end positive.

Blended distribution across direct crude exposure, where the official forecast implies a large decline as supply disruptions ease, natural gas, where the official forecast implies a rise from a depressed spot level, and producer equities, which carry a high shareholder yield and are already valued off lower long-run prices. Fitted as a two-piece normal to the tenth, fiftieth and ninetieth percentile blended outcomes.

Three years, annualised

modeled
P90
+15.0%
P75
+8.8%
Median
+2.0%
P25
-6.4%
P10
-14.0%

Three-year annualised return in which the crude disruption premium unwinds early and producer free cash flow and distributions accumulate, with structural capacity and demand growth setting the terminal price assumption.

Against the Treasury hurdle

1y Treasury
4.40%
Expected excess
-6.4%
Basis
direct

The widest negative modeled edge in this report. Buying the energy complex at a disruption-driven crude price implies accepting a return below cash on the official supply-and-demand forecast; the case for holding energy here is portfolio hedging against further escalation rather than expected return.

Instruments

5 in this asset class

SymbolValuationFair valueLast close1y modeled
USO
US Crude Oil
-0.8Somewhat expensive90.6$155.31-2.0%
BNO
Brent Crude Oil
-1.0Somewhat expensive86.5$60.91-4.0%
XLE
US Energy Sector
+0.3Fair105.0$64.48+4.0%
XOP
Oil and Gas Producers
Unavailable$192.59
UNG
Natural Gas
+0.6Somewhat cheap110.0$10.33+3.0%