Seasonal patterns, coupled with hurricane risks in the Gulf, may create spot price rallies that unlock short-term arbitrage opportunities in energy stocks. Click here for in-depth analysis of the latest stock market news and events moving stock prices “Particularly, we expect that OPEC+ will reduce crude oil production by 0.2 million barrel per day in 2026 compared with 4Q25. Some non-OPEC countries that rely on supply from short-investment cycles will also see oil production drop,” the EIA said. This supports stable valuations for dividend-heavy energy equities and could enhance total return profiles for fixed-income portfolios with commodity exposure.