I Think Investors Are Missing The Best Energy Trade For 2026

Leo NelissenInvesting GroupFollow5ShareSavePlay(17min)CommentsSummaryThe S&P 500 has delivered an 80% return over the past three years, significantly outperforming energy stocks.Despite a 7% year-to-date gain, energy remains an underperformer compared to the broader market's 18% rise.Energy sector volatility, driven by weak demand and OPEC supply actions, has challenged investors throughout the year.I expect a special segment within energy to deliver substantial alpha in 2026 and beyond, surpassing traditional sector returns. SilverV/iStock via Getty Images Introduction The year hasn't ended yet. However, we're getting close to New Year's Eve, which means assessing the performance isn't the worst thing in the world. So far, the market is up roughly 18%, which is spectacular. IfThis article was written byLeo Nelissen48.08K FollowersFollowLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.Analyst’s Disclosure:I/we have a beneficial long position in the shares of TPL, LB, CNQ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.