JPM | US Energy: Oil Nears $100on Red Sea Attacks, TTF Win Streak Longest Since ‘18, GEV & GOOGL Capex, Gas E&Ps See Best Day Since Feb, DC Copper Demand +80% in ‘26, Vene Imports Highest Since ‘17, PCG, CLF-20260723
Brendan Henrici - Specialist Sales - US Energy AC brendan.henrici@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales J P M O R G A N 23 July 2026 JPM | US Energy: Oil Nears $100 on Red Sea Attacks, TTF Win Streak Longest Since '18, GEV & GOOGL Capex, Gas E&Ps See Best Day Since Feb, DC Copper Demand +80% in '26, Vene Imports Highest Since '17, PCG, CLF Brendan Henrici +1 212 622 2729 brendan.henrici@jpmorgan.com Key Highlights Today: Access, Calls & Surveys: Brendan's Brief: In Brief: Oi ...