S&P 500 energy sector outperforms broader market in H2 2026

Market overview

The resumption of Hormuz Strait transits by Japanese tankers could alleviate supply chain bottlenecks and stabilize oil prices. Energy stocks, particularly in Japan and the U.S., would likely benefit from reduced geopolitical risk premiums.

macro prediction market

Implied probability (Yes)

60%

Source: user-generated

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