Oil investors look for one last super-cycle
As the pandemic starts to ease, fund managers focused on the oil and gas sector predict a price recovery but still value the protection of strong balance sheets
Amid the doom and gloom of lower prices and the energy transition, investment funds that focus entirely on oil and gas are looking beyond what may be a negative overreaction in stock prices. While the sector has certainly undergone a difficult period, severely lower stock prices may offer opportunities. Working against them, the stock ‘universe’ for funds that focus on oil and gas has contracted in recent years. This is reflected in the total assets managed by global energy sector equity funds—those that invest in coal exploration, oil and gas, pipelines, natural gas services and refineries—which have almost halved since 2017, to $64.4bn, according to research platform Morningstar Direct’s
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18 February 2026
The global gas industry is no longer on the backfoot, hesitantly justifying the value of its product, but has greater confidence in gas remaining a core part of the global energy mix for decades
18 February 2026
With marketable supply unlikely to grow significantly and limited scope for pipeline imports, Brazil is expected to continue relying on LNG to cover supply shortfalls, Ieda Gomes, senior adviser of Brazilian thinktank FGV Energia,
tells Petroleum Economist
17 February 2026
The 25th WPC Energy Congress, taking place in Riyadh, Saudi Arabia from 26–30 April 2026, will bring together leaders from the political, industrial, financial and technology sectors under the unifying theme “Pathways to an Energy Future for All”
17 February 2026
Siemens Energy has been active in the Kingdom for nearly a century, evolving over that time from a project-based foreign supplier to a locally operating multi-national company with its own domestic supply chain and workforce
