During this webinar, CFRA equity analysts Stewart Glickman and Arun Sundaram examined the key dynamics shaping the energy sector heading into 2027.
The session covered scenario analyses for crude oil pricing, an assessment of geopolitical and structural risks, and CFRA’s current sector positioning and stock-level views.
Topics included:
- Two Bears and a Bull: Three scenario analyses for 2027 crude oil prices
- Strait of Hormuz: current risks and implications for supply
- China import trends and demand outlook
- Permian Basin natural gas: supply/cost dynamics and the path to price recovery
- CFRA's current sector weighting
- Favorite and least-favored sub-industries within energy
