On October 11, 2025, oil stocks suddenly became popular. The global stock market is not doing well, but these stocks are rising against the trend, which is quite interesting.

In the United States, the energy sector is quite impressive. ETFs like XLE and VDE have both risen. XLE seems to be quite popular, and analysts are optimistic about it.

Oil prices have risen nicely recently, adding fuel to oil stocks. Brent crude has broken through $80, and Shanghai crude is also performing well.

Why are oil prices rising? Economic recovery is one reason. There is also geopolitical tension, and everyone is worried that supply may have issues. OPEC+ production cuts have also played a role.

Investment banks are quite optimistic about the oil sector. JPMorgan said that oil demand will increase by 1.5 million barrels per day in the fourth quarter of this year. Goldman Sachs believes that the energy transition will actually allow oil companies to earn more.

However, the situation is not completely clear. The decision-making of OPEC+, geopolitical risks, and the energy policies of various countries may all affect oil stocks.

In the short term, oil stocks may continue to be active. However, in the long run, the impact of energy transition remains a mystery. Market volatility is also an uncertain factor. Investors need to stay vigilant.