Post by Enverus

In early 2026, global energy repriced in a single 30-day window. Most of those shifts still aren't in asset prices. Consider a few of the moves. The near-term bottleneck for AI is chips, not electricity. Equities still price long-term oil in the $70s, while WTI pushed toward $90 to $100. And about 20% of global LNG moves through the Strait of Hormuz, with no spare capacity to replace it. Enverus Intelligence® Research (EIR) lays out seven themes repricing energy. Some are already in the curve. Several are not. The full report is free: https://lnkd.in/ezmXCd4p #EnergyMarkets #PowerMarkets #EnergyInvesting