Chart of the Day 📈 8/29/25: What'll it Take to Get THESE Commodity Stocks Moving?

Mike Larson | Editor-in-Chief

Mining shares have been on fire all year long. But what will it take to get a different batch of commodity stocks moving? I’m talking, of course, about ENERGY names.

Take a look at the MoneyShow Chart of the Day. It shows the year-to-date performance of the Energy Select Sector SPDR Fund (XLE), First Trust Natural Gas ETF (FCG), SPDR Oil & Gas Exploration & Production ETF (XOP), and the VanEck Oil Services ETF (OIH).

XLE, FCG, XOP, OIH (YTD % Change)

While there is some overlap in holdings, each ETF focuses on different names and subsectors in the crude oil and natural gas businesses. XLE is heavy into mega-cap, multinational, diversified energy names, while FCG holds more gas-heavy producers and transportation companies. Yet the performance overall is similar: Lackluster. It ranges from -6% for OIH to +4.7% for XLE.

What’s the culprit? Concern that too much oil supply is hitting the market at a time when demand growth remains tepid. 

This year, OPEC+ members have largely rescinded output cuts that totaled 2.2 million barrels per day (BPD). Overall global supply is expected to grow another 1.9 million BPD next year, according to the International Energy Agency. Meanwhile, global consumption is expected to rise just 700,000 BPD to 104.4 million BPD in 2026.

In short, the supply-demand picture is much cloudier in the energy space than it is in the precious metals market. But as the saying goes, the best cure for low prices is…low prices. We’ll likely see drilling and production activity cool if oil and gas prices remain subdued. That, in turn, will eventually boost investor interest in the sector.

So, if you’re looking for something that hasn’t run YET in the resources sector…or that might offer compelling value…you might want to check out some of the energy funds mentioned here.

Please Note: Due to the Labor Day holiday, there will be no Trading Insights newsletter on Monday, Sept. 1. Look for your next regular issue on Wednesday, Sept. 3. My team and I hope you enjoy the long holiday weekend!

Schwartzer: What “Fiscal Dominance” Era Means for Bitcoin, Stocks, and YOUR Trading Strategy

If you’re trading Bitcoin, stocks, gold, or other assets, pay attention! We’ve entered an era of “Fiscal Dominance” — and that’s going to have wide-ranging impacts on markets…and your trading strategy. Check out the guidance Lyn Alden Schwartzer, founder of Lyn Alden Investment Strategy, shared in this week’s MoneyShow MoneyMasters Podcast. 

Lock in YOUR 2025 MoneyShow Orlando Pass this Labor Day Weekend!

We hope you enjoy time with your family, friends, and loved ones this long holiday weekend. But why not work on your portfolio, too — by locking in a pass to the 2025 MoneyShow/TradersEXPO Orlando? You’ll get…

🔑 Access to 100+ keynotes, panel discussions, workshops, Exhibit Hall briefings, podcast interviews, live trading demonstrations, book signings, and gala receptions!

📈 Insights from Anas Alhajji on energy...Brian Belski on markets...John Carter on trading strategies...Nancy Davis on bonds...Alan Ellman on options...Robert Isbitts on ETFs...Charles Payne on stocks...and Peter Schiff on precious metals!

🎾 Every recreational option, every top-notch meal, and every theme park and family activity the Omni Orlando Resort at ChampionsGate – and the greater Orlando area – have to offer!

• Traders: Money Flow Analysis Says to Focus on THIS Group of Stocks
  👉️ TICKERS: ^SPX, IWN

  The Jackson Hole event on Aug. 22 sent waves through markets. Nine words from Fed Chairman Jay Powell kicked off a risk-on rally that is still in play today. The surge may appear as a tide lifting all boats. But under the surface of this thrust, it’s clear that gobs of capital are pouring into small-caps, advises Lucas Downey, co-founder of MoneyFlows.

• Bitcoin Vs. Ethereum: Why I'm Closely Watching Their Trading Relationship

  👉️ TICKERS: ^SPX, ETHA, ETHE, IBIT, GBTC

  Typically our coverage of cryptocurrencies is more focused on the general state of the asset class and the fundamental outlook. However, since early July, a noteworthy dynamic began to emerge in relative performance between Bitcoin and its distant second-most-popular “crypto cousin” Ethereum, notes Tom Essaye, president of the Sevens Report.

☀️ 📈 Get year-end picks and strategies at the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18). Registration is now OPEN!

❄️ 🚀 Snowflake Stock Scores a New Street-High Price Target After Beat & Raise Earnings. (Barchart)