Oil Prices Are Back Above $100. History Says the Biggest Stock Market Loser May Now Offer the Biggest Upside.

Impact · against what's priced in

The article provides no catalyst for energy stocks as current prices already account for stable $100+ oil and the high probability of a correction should supply shocks resolve. The narrative of limited upside and potential downside is consistent with current valuation models that already discount long-term commodity spikes.

COP+0.00

Already priced in

The price assumes

A baseline of tight but stable global oil markets through the summer, without a sustained supply shock