Mike Larson | Editor-in-Chief

US energy exports are soaring thanks to the war in the Middle East. While that’s boosting energy sector profits – and stock prices – it’s also increasing price pressures here at home.

Check out the MoneyShow Chart of the Day, which shows the four-week moving average of US crude oil exports. They’ve been surging lately, hitting 5.37 million barrels per day in the most recent week from 3.76 million in the same week a year earlier. Exports of refined products like diesel are also rising fast as customers in Europe and Asia look for new supplies to replace what they used to get from the Middle East.

US Crude Oil Exports (4-Week Average)

As the Wall Street Journal noted, the US is now supplying around one out of every seven barrels of oil needed globally. Energy companies are reaping the benefits here, with sector earnings expected to soar a whopping 110% in the second quarter, according to FactSet. That’s roughly double the 54.6% growth expected for the next-closest sector, information technology. It’s also a key reason the State Street Energy Select Sector SPDR ETF (XLE) is up 32.9% year-to-date.

But as more crude oil and refined products flow overseas versus stay in the domestic market, the price of energy products here at home will rise. In the words of a Kpler analyst quoted in the Journal: “We have to essentially get squeezed to the point where prices move higher to stop the barrels leaving.”

Bottom line? US yields are already rising. US inflation readings are already rising. And until the global energy supply situation stabilizes, those trends are likely to continue.

Sosnoff: How AI is Changing the TRADING Game

Trading legend Tom Sosnoff joins the MoneyShow MoneyMasters Podcast to discuss his storied career, including lessons learned founding and growing Thinkorswim and Tastytrade. He shares his perspective on the explosion of options trading and how individual investors are increasingly taking control of their own financial strategies.

Sosnoff then delves into the transformative role of AI in finance, describing it as a high-IQ "new friend" that helps optimize processes and level the playing field for all investors and traders. He also introduces his newest venture, Lossdog, which utilizes agentic AI tools to help employees quantify their value and close the wealth gap. 

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