Dan Steffens – 2026 Energy Stock Outlook: Large Caps, Dividends, Growth, & M&A Opportunities
In this KE Report Daily Editorial, Corey Fleck is joined by Dan Steffens, President of Energy Prospectus Group, for an in-depth year-end discussion focused on the oil and natural gas markets, portfolio positioning, and top energy stock ideas heading into 2026.
Dan manages multiple model portfolios spanning large-cap, mid-cap, small-cap, dividend, growth, and royalty/mineral strategies, and this conversation brings together macro market insights with actionable stock ideas across the energy sector.
Stock symbols mentioned:
EOG, NOG, REPX, KRP, VNOM, PAA, PAGP, WCP, BTE, ENB, OKE
Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.
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Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
You shouldn’t buy them all. Did you also miss I-80, USAR, or IPT?
I missed them! DT
ITRG is my largest share position and I began purchasing it years ago when it was a glint in its’ mother’s eye. Some of my other large positions are USAS, EQX, CDE, HL, SVM, and SSRM. I have some other companies as well.
A very impressive group to hold. Congrats.
I have been adding Magma Silver, Tier One Silver and Pacific Empire. Best recent performers are Talon and Northisle.
Tier One looks ready to pop. Hasn’t done much for ages.
“Hostel La Vista”! Baby!! Pure Graphene is going to change the World as we know it. You pick an industry and it has a use. Defense, Pharmaceuticals, Paints and Solvents, Water Management, Aircraft, Automotive, Health Care, Technology (all levels), Concrete, Building Materials, Energy, Waste Recycling, Plastics, Mining, Environmental, Fishing, Sports Recreation, Robotics, Drones, Clothing, Agriculture…………………….. You name it this product will change it. Don’t lose out 2026 is coming! Got it! The only person that hasn’t got it but will is Elon Musk and that is because he is too busy with his own projects but when he has time he will be all over HydroGraph like “Sticky Candy”. (LOL!) DT 😊
Hydrograph is alive again…
If you think it had a big move when it was 23 cents CDN, you haven’t seen anything yet! This stock for me is what Livermore calls “The Big Swing”. There isn’t much time left for waiting 2026 will belong to HydroGraph. They will be announcing a lot of news soon in The New Year including opening their new administrative offices in Austin, EPA approval, when their new production facility will be up and running, getting listed on The Nasdaq in early 2026, new contracts they have been negotiating, lots and lots for investors to be interested in. DT
One stock that I missed and I wish I would have nailed is Integra Resources Corp. I know Ex, got it and bought in and that really makes my blood boil. I don’t like to be bested but in this case I will have to hand it to him. I knew they had the goods but my timing was off and I figured I could pull the trigger down the road. I kept watching it trade and thought it would settle down and consolidate, but it didn’t. You can’t buy them all. You Snooze you Lose! LOL! DT 🤣🤣🤣