Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality, and discipline in portfolio construction. Markets are pricing a near term risk premium while longer-dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week-by-week basis.

Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain.