2026 ENERGY

"People think we’re going back to US$80 today. US$58 oil — it ain’t going to US$80. But when the industry is in rational supply and demand, prices climb, especially when inventories draw down quickly"

JOSEF SCHACHTER

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2026 ENERGY

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Global dynamics are amplifying Australia’s role in energy. Deepening uranium shortfalls are putting local developers in focus, while ongoing LNG projects remain a cornerstone of Asia’s energy security
Together, these strengths reinforce Australia’s position among the sector’s next growth drivers.
For investors, this creates a 
timely window to rebalance portfolios. What signals and ASX stocks should be on the radar now?

Global dynamics are amplifying Australia’s role in energy. Deepening uranium shortfalls are putting local developers in focus, while ongoing LNG projects remain a cornerstone of Asia’s energy security

Together, these strengths reinforce Australia’s position among the sector’s next growth drivers.
For investors, this creates a 
timely window to rebalance portfolios. What signals and ASX stocks should be on the radar now?

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