Rob Thummel expects crude oil to stay above $90/barrel for the remainder of the year due to declining global inventories and the Strait of Hormuz closure. He highlights the U.S. as the world's largest and most reliable oil and gas producer, with record LNG exports. He also discusses AI-driven electricity demand, favoring Cheniere, Williams, and Vistra as key beneficiaries.
Yields
implicit
explicit
Metals
USD
Charles Schwab
7.8
Asset Manager $890.00B
Rob Thummel 8.0
Asset Manager $890.00B
Rob Thummel 8.0
6/3/2026 1:00:23 AM
ndx
AI is the future economy; data centers and electricity demand are rising, benefiting tech and AI infrastructure companies like Vistra and Williams.
rut
Record US oil and gas production benefits small-cap energy and infrastructure companies in the Russell 2000.
wti
oil prices... will probably stay above 90 for the remainder of the year
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