Oil Glut, Wind Freeze, and Energy Policy in the Year Ahead

Emily Flippen is joined by Jason Hall and Keith Speights to unpack the biggest energy headlines of the past week and what they could mean for energy investors heading into 2026.

• How geopolitics and sanctions may impact oil pricing in the year ahead
• Whether or not the “energy transition” is still moving forward despite policy headwinds
• How energy investors should be feeling heading into the New Year after a lackluster 2025

Companies discussed: FANG, EOG, XOM, CVX, PCCYF, SNPMF, ENB, ET, EPD, FLSR, SEDG, CWEN, BIP, BEP, NUE, CAT, D, EVRG, META, PSX

Host: Emily Flippen, Jason Hall, Keith Speights
Producer: Anand Chokkavelu
Engineer: Bart Shannon

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