3 U.S. Energy Stocks With Direct Exposure To Rising Oil And Gas Prices

Inflation at 3.7% and a 9.1% jump in gasoline prices have pushed energy back to the center of the market story, lifting both hopes and risks for U.S. Energy Sector Equities. Surging fuel costs, higher Fed rate hike odds and shakier sentiment are reshaping where money flows. This article unpacks that shift and highlights 3 stocks from our screener that appear positively exposed to this news shock.

The three stocks below are only a small sample of what this move in inflation and fuel costs could mean for U.S. Energy Sector Equities. The full screen surfaces 35 more U.S. oil, gas and integrated energy companies that also clear the same quality and risk hurdles.

If you want to identify and analyze potential high-conviction ideas across the full universe of candidates, head straight to the U.S. Energy Sector Equities (Oil, Gas & Integrated Energy Producers) screener.

TechnipFMC (FTI)

TechnipFMC plugs directly into the U.S. Energy Sector Equities theme because its subsea and surface equipment sit on the critical plumbing of global oil and gas projects, tying its prospects to capital spending decisions rather than short term moves in the oil price alone.

TechnipFMC runs a global oil and gas technology business built around subsea systems and surface equipment that support exploration, production and transport projects. Subsea generates about US$9.2b of revenue and Surface Technologies about US$1.2b, with the group valued at roughly US$26.8b.

"Robust and growing pipeline of offshore oil and gas and deepwater projects globally, supported by a subsea opportunity list that is about 30% larger over two years and at record levels with a clear step up in TechnipFMC subsea inbound orders expected in 2027 through the end of the decade, continues to back multi year revenue visibility."

The real question for TechnipFMC is how far margins and pricing can move if a single key assumption about long dated offshore project demand shifts.

If that margin puzzle is what you keep circling, read the full narrative for TechnipFMC to see how capital spending cycles and contract quality could be quietly accelerating the story.

Big Sky Industrial (BSIN)

Big Sky Industrial gives this U.S. Energy Sector Equities screen direct upstream exposure, with a pure focus on acquiring and developing oil, natural gas and industrial gas assets across key U.S. basins. It generates about US$6 million from oil and gas and carries a market value near US$73 million.

Higher and more volatile fuel prices put pure-play producers under the spotlight, and Big Sky Industrial is one of the clearer ways this list captures that upstream link between wellhead volumes and the inflation story.

"Existing tested deliverability of 17 MMcf per day from three wells compared with the 8 MMcf per day plant design, together with a sequestration well that has tested at 400,000 tons per year against 125,000 tons per year planned injection, gives Big Sky Industrial embedded headroom for an approximately 2x to 3x scale up of Phase 1 volumes without new acreage or permits."

What happens to Big Sky Industrial’s economics if that extra room in the system lines up with a single shift in pricing power?

That pricing swing is exactly where the full narrative for Big Sky Industrial maps how Big Sky Industrial’s tested capacity, capital plans and risk levers could be quietly accelerating or capping the upside.

Transocean (RIG)

Transocean plugs directly into the U.S. Energy Sector Equities theme as a pure offshore drilling contractor, leasing high spec rigs and crews to oil and gas producers when higher prices justify big long life projects.

Transocean generates about US$4.1b from contract drilling services, with rigs working across the U.S., Brazil, Norway and other regions, and the stock carries a market value near US$6.2b.

Higher and more volatile energy prices have pushed long cycle offshore projects back into focus for producers, and Transocean is one of the clearest ways this screener captures that deeper tier of supply that responds when onshore volumes and short cycle shale alone cannot cover demand.

"If oil falls hard and operators push their 2027 projects to the right, the debt does not go away and the stock goes nowhere for a long time."

This raises the question of what happens to Transocean’s future rig rates, cash generation and balance sheet repair if a single assumption about offshore project timing shifts.

That project timing wildcard is exactly why the full narrative for Transocean digs into how Transocean’s backlog, contract structure and leverage could turn a slow grind into an accelerating rerate.

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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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