Oil price forecast may 2025 portfolio managers are rotating into

Portfolio managers are rotating into energy as the "oil price forecast May 2025" points to resilient cash flow generation for producers, enhancing dividend forecasts. Among recent announcements, Pfizer’s proposed US$7.3 billion acquisition of Metsera aligns closely with the latest news. The bid, which focuses on next-generation obesity treatments, a key growth area, directly supports Pfizer’s strategy to offset patent cliffs through new product launches and diversify its portfolio, making execution and integration crucial to watch as catalysts unfold. Levelized cost of energy in the U.S. 2025, by source Refined product margins in Asia are providing tailwinds to the "oil price forecast May 2025", with regional transport demand pushing crack spreads near multi-year highs.