Goldman Sachs
July 10, 2026
Energy, Utilities and Mining Pulse
Weekly UpdateCommoditiesEquitiesEnergyUtilities
This report addresses investor pushback against the Goldman Sachs 'Energy Top 10' list for Q3 2026. Analysts provide detailed justifications for their ongoing conviction in the stocks, citing operational execution, capital allocation, and structural industry improvements.
Key Takeaways
- 1.The report addresses investor pushback on Goldman's 'Energy 10 Ideas' list for Q3, providing data-backed conviction in specific holdings.
- 2.The 'Energy Top 10' list maintains an average total return potential of 26% across its constituent stocks.
Table of Contents
- Energy, Utilities & Mining Pulse
- Clean Tech
- E&P
- Energy Services
- Majors
- Midstream
- Refiners
- Utilities
- Editor's Choice Charts
- Sector in Context
- Conversations we are having with investors
- Key GS Energy Research Reports
- Commodities - Oil and Natural Gas strip
- GS Energy & Utilities Analyst Contributors
- Valuation and Key Risks
- Disclosure Appendix
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Authors
Neil Mehta
Securities
CVXCOP
Themes
Data center power demandEnergy M&A
Regions
GlobalMiddle EastUnited StatesCanadaKazakhstan