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Sullivan: What the 2026 midterms could mean for energy investors

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Don't expect huge near-term moves in energy stocks off the results of the midterms. But there are some investing implications over the longer-term. Let me break it down.

Yes, it's entirely possible that one or both houses of Congress will shift to Democratic control. That's not my opinion. It's what many of the research reports, polls, and prediction markets are suggesting as of this writing.

Follow CNBC's live coverage of the 2026 midterm elections

For argument's sake, let's say that this time the polls are correct. The election ends with a "blue trickle," and Democrats win out with a slight edge in the House, Senate, or both.

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