Large energy companies are pricing in indefinitely low oil prices, so even if oil drops to $60-70, large-cap energy stocks remain relatively valued for that pessimistic scenario, providing moderate downside but significant 5-year upside potential.
factualpending
Speaker
Lynn AldenEvidence Quote
“even if even if oil would have dropped to 70 or 60 and and places like that the large caps are still relatively priced for that scenario so I think the downside risk is somewhat moderate whereas the upside potential over say a five-year period is pretty significant”
Created: 8/12/2026, 10:26:01 PM
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