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Energy

Data cutoff
All research on Energy
Modeled fair value
USO · US Crude Oil
-1.2Somewhat expensive
6080100120140FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 70.8th percentile of modeled fair value 29% of modeled scenarios put fair value above the market.

Median fair value
93.2
index, market = 100
Upside to median
-6.8%
Last close
$144.08
2026-09-22
Confidence
moderate-high
73/100
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
+28.0%
P75
+13.0%
Median
-4.0%
P25
-19.0%
P10
-34.0%

44% of modeled scenarios end positive.

The official forecast that Brent falls from roughly USD 90 in the second half of 2026 to a USD 74 average in 2027, partly offset by roll gains while the curve remains backwardated on a falling-inventory market, plus roughly 20% convergence of the modeled fair-value gap. Dispersion is set from realized crude return variance.

Three years, annualised

modeled
P90
+11.0%
P75
+5.5%
Median
-1.5%
P25
-8.0%
P10
-16.0%

A marginal-cost anchor for crude with partial rather than full convergence to the official 2027 forecast, less an assumed roll drag once inventories rebuild and the curve flattens; producer-equity free cash flow is modeled at the lower commodity price.

Against the Treasury hurdle

1y Treasury
4.43%
Expected excess
-8.4%
Basis
direct

The modeled one-year median return is negative and sits 8.43 percentage points below the 1-year Treasury par yield. On this evidence a Treasury bill offers a plainly superior expected return at far lower uncertainty than commodity energy exposure.

Instruments

5 in this asset class

SymbolValuationFair valueLast close1y modeled
XLE
US Energy Sector
-0.2Fair99.0$61.78-2.8%
XOP
Oil and Gas Producers
-0.8Somewhat expensive96.0$181.61-3.4%
BNO
Brent Crude Oil
-1.0Somewhat expensive94.5$57.91-3.7%
USO
US Crude Oil
-1.2Somewhat expensive93.2$144.08-4.0%
UNG
Natural Gas
-2.8Exceptionally expensive84.0$10.86-5.8%