A plain-English guide to where capital is moving in global energy — and where it isn’t yet
A year ago, Enverus Intelligence® Research (EIR) argued global energy was being structurally repriced. In early 2026, that thesis stopped being theoretical. In a single thirty-day window: Israel and Iran moved into open military escalation, drone strikes hit Qatar’s Ras Laffan LNG complex, war-risk insurance collapsed in the Strait of Hormuz, and the IEA coordinated a 400-million-barrel reserve release. Oil pushed toward $90 to $100. Global LNG repriced sharply higher. U.S. shale did not bail out the market the way past cycles trained investors to expect.
In April 2026, the next layer showed up at the S&P Global Commodities conference: gas M&A is back but only for cash-flowing assets, hyperscalers are paying record premiums for nuclear, investors have replaced “baseload good, variable bad” with a strict IRR-and-contract lens, and cheap Permian gas is pulling oil and gas operators into the merchant power business.
Seven themes follow. Some are priced in. Several are not.
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