Energy’s XLE has outperformed the S&P 500 in the second half only 3 times since 2015, and each followed an oil supply shock: 2016, 2017 and 2022. Phil Rosen say

BWB News TV • 2026-08-04 17:26 UTC • By Billy Odell Tucker-Robinson

Energy’s XLE has outperformed the S&P 500 in the second half only 3 times since 2015, and each followed an oil supply shock: 2016, 2017 and 2022. Phil Rosen says the Iran conflict could create a similar setup for energy stocks in 2026.

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