Oil Glut, Wind Freeze, and Energy Policy in the Year Ahead

In this episode of Motley Fool Money, Emily Flippen hosts analysts Jason Hall and Keith Speights to discuss the latest energy headlines and investment strategies for 2026. The conversation covers the oversupply of oil, its impact on energy stocks, and geopolitical factors such as the situation in Venezuela. They explore investment opportunities in oil producers like Diamondback Energy and EOG Resources, while also cautioning about value traps. The analysts further examine the renewable energy sector, including the impact of policy risks and interest rates on residential solar, highlighting companies like Enphase and SolarEdge. They also discuss potential beneficiaries of infrastructure spending, such as Nucor and Caterpillar, and pipeline operators like Energy Transfer and Enterprise Products Partners.