Motley Fool Money Oil Glut, Wind Freeze, and Energy Policy in the Year Ahead
6 snips
Dec 30, 2025 
Emily Flippen chats with Jason Hall, an energy industry analyst experienced in oil markets, and Keith Speights, a Fool analyst specializing in energy and utilities. They dive into the geopolitics affecting oil prices and the state of the energy transition, discussing the implications for investors in 2026. Jason shares insights on U.S. production resilience and attractive yet risky oil stocks. Keith highlights renewable energy growth and who's poised to benefit from permitting reforms, offering strategic moves for investors going forward.
AI Snips
Chapters
Transcript
Episode notes
U.S. Production Rewrote Global Supply
- U.S. oil production has rebounded since 2009 and the country is now the largest oil producer globally.
- Oil prices can plunge but many U.S. producers remain profitable near $50 per barrel, showing structural resilience.
Buy Discipline, Not Hype
- Focus on disciplined, cost-efficient producers if you invest in oil because commodity cycles can stay painful.
- Be prepared to hold through volatility and prioritize companies with strong cash flow and low breakevens.
Venezuela Moves Prices More Psychologically
- An escalation in Venezuela could move prices more by psychology than by supply given limited U.S. imports.
- Companies with Venezuela exposure, like Chevron, face direct operational risk from geopolitical escalation.