I believe the stage is set for a major supercycle in the energy sector. With the war in Iran showing no signs of easing, the geopolitical risk premium could remain a significant driver of oil prices for the foreseeable future. In my view, oil has the potential to average as high as US$120 per barrel by 2026.

I’ll explain the supply and demand fundamentals behind this outlook, discuss the key risks and opportunities shaping global energy markets, and reveal where I see the greatest investment potential across the energy sector. If you’re looking to position your portfolio for what could be one of the most compelling energy markets in years, you won’t want to miss it.