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Energy

Data cutoff
All research on Energy
Modeled fair value
USO · US Crude Oil
-1.8Expensive
507090110130150170190FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 80.6th percentile of modeled fair value 19% of modeled scenarios put fair value above the market.

Median fair value
84.0
index, market = 100
Upside to median
-16.0%
Last close
$148.83
2026-09-23
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
+25.0%
P75
+12.0%
Median
-2.0%
P25
-15.0%
P10
-30.0%

46% of modeled scenarios end positive.

Scenario return combines convergence toward the EIA forward crude path with roll yield from the futures curve for the commodity component, and dividends plus free cash flow near 3.5% for the producer-equity component. The one-year horizon straddles the point at which the EIA expects inventories to stop falling and begin rebuilding.

Three years, annualised

modeled
P90
+13.5%
P75
+7.5%
Median
+0.5%
P25
-6.0%
P10
-14.0%

Three-year model in which prices converge toward marginal cost plus a normal incentive margin, with producer shareholder yield added for the equity component.

Against the Treasury hurdle

1y Treasury
4.49%
Expected excess
-6.5%
Basis
direct

The most negative modeled edge against the one-year Treasury in this report. A guaranteed 4.49% compares against a modeled median of -2.0% with a 10th-to-90th percentile range of -30% to +25%.

Instruments

5 in this asset class

SymbolValuationFair valueLast close1y modeled
USO
US Crude Oil
-1.8Expensive84.0$148.83-2.0%
BNO
Brent Crude Oil
-1.8Expensive84.0$60.36-2.0%
UNG
Natural Gas
Unavailable$10.87
XLE
US Energy Sector
Unavailable$62.37
XOP
Oil and Gas Producers
Unavailable$182.65