Oil prices have surged back above $100 a barrel, refining margins have soared, and geopolitical conflicts are reshaping the global energy market. What does that mean for energy investors — and where could the next opportunities emerge?
I sit down with John Stephenson, founder of Granite Point Research, and Elliott Gue, editor and publisher of Energy and Income Advisor, to break down the outlook for oil, natural gas, and LNG supply, demand, and prices in this MoneyShow MoneyMasters Podcast episode. Plus, they talk about what’s next for Canadian energy stocks, North American pipeline operators, and the companies helping to meet growing electricity demand fueled by the AI boom.
Later, they discuss why energy stocks haven't risen as dramatically as crude oil...what's behind massive refining industry crack spreads...why we aren’t (yet) seeing $200 oil...and how natural gas could become increasingly important as LNG export capacity grows and US electricity demand increases.
If you’re investing in ANY part of the energy markets – or thinking about doing so – do not miss this hard-hitting, actionable episode.
To get more insights from John, see him live at the 2026 MoneyShow Masters Symposium Toronto, scheduled for Sept. 24-25. Click HERE to register.
To get more insights from Elliott, see him live at the 2026 MoneyShow/TradersEXPO Orlando, scheduled for Oct. 5-7. Click HERE to register.
