Aga Zmigrodzka
Equity research analyst focusing on U.S. energy and commodities at J.P. Morgan Asset Management with over 15 years of experience covering energy, midstream, and gas utilities.
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Mar 17, 2026 • 17min
Alternative Realities: What's next for oil prices?
Aga Zmigrodzka, an equity research analyst focused on U.S. energy and commodities at J.P. Morgan Asset Management with 15+ years covering energy and midstream. She breaks down how geopolitical shocks lift near-term oil risk premiums. She discusses portfolio balance and quality amid volatility. She contrasts exporters and importers, and outlines shifting demand trends like EVs, LNG and jet fuel tightness.
