Oil Prices Are Rising Again and These Energy Stocks Could Benefit

Oil prices are jumping again as Middle East risks flare and markets rush to reprice everything from inflation to tech valuations. Energy infrastructure and oilfield services suddenly sit back in the spotlight, while rate sensitive growth stories feel the heat. If you want to see how that ripple effect can hit individual holdings, this article walks through three stocks exposed to these headlines and explains how the current backdrop may either reward patience or test conviction.

The three stocks in this piece are just a sample set, and the full screen surfaced 47 more companies with business models and risk profiles that may be just as interesting but are not covered here. If you want to identify and analyze potential high conviction ideas in this corner of the market, head straight into the Global Oilfield Services and Energy Infrastructure Providers screener.

Ventura Offshore Holding (OB:VTURA)

Overview: Ventura Offshore Holding operates deep and ultra deep-water drilling units, providing offshore rig services to oil and gas producers globally.

Operations: The business generates about $216 million from owned vessels, $77 million from managed vessels, and $72 million from unallocated items.

Market Cap: NOK3.4 billion

Ventura Offshore Holding gives investors exposure to offshore drilling as a focused segment of the energy services market, closely tied to rig utilization, day-rates and long-term contracts with major operators.

"Multi year contracts with Petrobras, ENI and managed units that extend into 2028 and potentially 2033 provide visibility on utilization, supporting revenue stability and helping to moderate earnings volatility."

The development of Ventura Offshore Holding’s earnings power depends heavily on how one key offshore demand trend ultimately feeds through into pricing.

That hinge point on offshore demand is exactly what the full narrative for Ventura Offshore Holding unpacks, including where current contract strength might be masking future volatility or upside.

Weatherford International (WFRD)

Overview: Weatherford International provides global oilfield services and equipment across drilling, completion, production and intervention, giving producers end to end well support.

Operations: Weatherford generates about $1.9b from Well Construction and Completions, $1.3b from Drilling and Evaluation, $1.3b from Production and Intervention, and $335 million from other activities.

Market Cap: US$5.5b

Weatherford International matters for this oilfield services and infrastructure screen because it links higher energy prices directly to drilling activity, offshore projects and complex well work where its technology heavy service mix can significantly influence results.

"Weatherford International is tied to a multiyear international and offshore investment upcycle, with management pointing to continued spending on capacity, redundancy and projects in regions such as the Middle East, deepwater Brazil, the Gulf of Mexico, the Caspian and the Eastern Mediterranean, which can support future revenue and earnings as these projects move from award to execution."

The key variable is how unresolved cost and contract pressures shape the gap between solid demand and actual profitability.

That profitability gap is exactly what the full narrative for Weatherford International unpacks, by showing where accelerating offshore work could be masking contract risk or setting up an underrated earnings runway.

Seadrill (SDRL)

Overview: Seadrill provides offshore drilling rigs and services to oil producers worldwide, giving the screener pure exposure to deepwater exploration.

Operations: The business generates about $1.5b from oil and gas contract drilling, mainly across Brazil, Angola, the United States and other regions.

Market Cap: US$2.9b

Seadrill matters for this oilfield services screen because it is one of the clearest pure plays on offshore drilling demand and long cycle projects that can be reshaped when supply fears push producers back toward deepwater wells.

"A significant pickup in offshore exploration activity is expected, as major operators like TotalEnergies and BP commit to multi year, high volume drilling campaigns and regulatory changes in the US Gulf and Brazil drive more lease sales, which can lift Seadrill’s future revenue, fleet utilization and dayrate potential and support earnings growth."

The real swing factor is whether one still underappreciated cost and capital intensity pressure lets those higher dayrates drop through to margins.

If that capital intensity question is front of mind, the full narrative for Seadrill breaks down how accelerating offshore campaigns, contract structures and fleet decisions could reshape Seadrill’s risk reward profile.

Seeking Fresh Alternatives Beyond Oil?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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