Sector

Energy Sector Research Hub

The energy sector currently faces a complex interplay between immediate geopolitical volatility and long-term structural transformation. Heightened tensions in the MENA region, including Red Sea navigation threats and recent exchange attacks, continue to influence crude pricing and supply stability, prompting a focus on energy security strategies. Beyond these immediate risks, research highlights the critical intersection of artificial intelligence and energy demand, as well as a long-term bullish outlook for LNG capacity growth despite temporary export dips. A significant thematic shift is emerging in the net-zero transition, where the focus has pivoted from technical feasibility to the execution speed and systemic delivery capacity of decarbonization. Institutional frameworks are now emphasizing an economy-wide perspective, assessing capital mobilization and policy credibility to identify structural bottlenecks. Consequently, investors are balancing these macro-geopolitical challenges with individual stock-specific opportunities, such as recent bullish initiations in renewable and traditional energy producers.

2672 reports available

Energy Review

UBS·Jul 8, 2026

The 2025 global energy review highlights a record 1.7% increase in energy demand, with fossil fuels retaining a dominant 86.2% market share despite growth in renewables. UBS suggests a balanced investment approach that includes both traditional energy players and infrastructure transition leaders to meet rising demand from AI and industrialization.

Oil Markets: Cutting Forecasts

HSBC·Jul 8, 2026

HSBC has cut its Brent crude price forecasts for 2026 and 2027, citing an accelerated rebalancing of oil markets and a structural shift toward supply surplus. The report highlights the return of Gulf oil exports and permanent demand destruction in China as key factors.

Asia Chart of the Week: Beyond Hormuz

The Hongkong and Shanghai Banking Corporation Limited·Jul 10, 2026

The disruption of energy flows through the Strait of Hormuz has accelerated Asia's transition toward renewable energy. Mainland China is leading this shift as both an adopter and a primary global supplier of green technology.

Oil's Path Is Not A One-Way Strait

UBS·Jun 29, 2026

UBS provides an update on oil market dynamics following the reopening of the Strait of Hormuz and analyzes the economic impact of the record-breaking European heatwave.

Energy Mid-Majors Back to the Defence Playbook

Morgan Stanley·Jul 2, 2026

Morgan Stanley shifts its preference within European energy mid-majors to defensive names, upgrading Galp Energia to Overweight while downgrading Repsol to Equal-weight. This adjustment reflects updated lower oil price forecasts of $70/bbl for 2027.

Energy Services 2Q26 Preview

Morgan Stanley·Jun 30, 2026

This report provides a 2Q26 earnings preview for the European Energy Services sector, emphasizing risks surrounding the Strait of Hormuz and order momentum.

Energy Equities Stabilize, Cracks Rise, Oil / WCS Fall

Jefferies·Jun 27, 2026

UK & European Research At A Glance

RBC Capital Markets·Jul 2, 2026

Strait of Hormuz Daily Tracker

Morgan Stanley·Jun 30, 2026

All reports

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