Keith Speights

Fool analyst focused on energy and utilities who provides analysis on geopolitical impacts, midstream opportunities, and renewable energy policy effects.

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Dec 30, 2025 • 22min

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

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.

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