3 Energy Security Stocks Retail Investors May Be Missing Right Now

Energy security is back in the spotlight as trade routes, regulation and policy shifts all pull in different directions, and that mix is reshaping how investors think about infrastructure. Volatility can unsettle portfolios, yet it also throws fresh light on companies linked to pipelines, ports and storage. This article walks through three stocks from our Global Energy Security and Infrastructure screener that are closely tied to the latest news and may warrant closer attention.

The three stocks below are just a starting sample, and the full screen surfaced 31 more companies with equally detailed stories around pipelines, LNG, storage, shipping and ports that are not covered here. If you want to go deeper into this theme, head straight into the Global Energy Security and Infrastructure Stocks screener to identify, compare and analyze potential higher conviction ideas.

Yantai Jereh Oilfield Services Group (SZSE:002353)

Overview: Yantai Jereh Oilfield Services Group is an oilfield equipment and services company that helps producers explore, drill and develop oil and gas fields, as well as build and run gas processing, LNG, gathering, transportation and storage projects. Around this core, it also sells data center power solutions, environmental and recycling equipment, and mining support systems.

Operations: Yantai Jereh Oilfield Services Group generates most of its CN¥16.8b revenue from the oil and gas industry at about CN¥15.8b, with around CN¥1.2b coming from its newer energy and recycling activities, split roughly evenly between China and overseas markets.

Market Cap: CN¥128.0b

Yantai Jereh Oilfield Services Group is closely aligned with the theme of energy security, supplying equipment and engineering services that help oil and gas producers secure supply and build out gathering, processing and LNG infrastructure at a time when trade routes and policies are in flux. Forecasts in the market point to strong earnings and revenue growth, yet the stock trades at a significant discount to one fair value estimate, which some investors may see as a potential valuation gap. The company is profitable, but recent H1 2026 numbers show margin pressure and a dividend that is not well covered by free cash flow, so cash discipline is an important consideration. Combined with a high P/E and governance questions around board turnover and independence, this creates a complex story that may warrant closer scrutiny rather than a quick judgment.

Yantai Jereh Oilfield Services Group sits at the crossroads of LNG build out, a high P/E, and a valuation gap that some investors may be missing. Get the full story in the 2 key rewards and 2 important warning signs

National Energy Services Reunited (NESR)

Overview: National Energy Services Reunited is an oilfield services company focused on the Middle East and North Africa, supplying the hydraulic fracturing, drilling, evaluation and production support that help national oil companies keep wells flowing and upstream output reliable. Its well services, production chemicals, water management and safety systems sit closely alongside the region’s push to secure and diversify hydrocarbon supply routes.

Operations: National Energy Services Reunited generates about $993.6 million of revenue from Production Services and $625.3 million from Drilling and Evaluation Services, with around $1.6b of its $1.6b total tied to customers in the Middle East and North Africa and a small portion from the rest of the world.

Market Cap: $3.5b

National Energy Services Reunited provides exposure to MENA upstream activity at a time when governments are rethinking energy security and investing in drilling, well stimulation and supporting infrastructure around key export routes. Long multi year contracts with national oil companies and a strong presence in Kuwait, Saudi Arabia and North Africa help create visibility on future work. Management is also pushing into digital tools, water treatment and emissions reduction, which could broaden revenue beyond traditional services. On the other hand, the company is heavily dependent on a handful of countries and capital intensive projects and faces exposure to policy and geopolitical shocks that can affect contract timing and cash flow. For investors following energy route and security themes, that mix of potential opportunity and concentrated risk is worth studying more closely.

National Energy Services Reunited is tying long term contracts to MENA energy security, yet most investors still treat it as a standard oilfield services stock. Compare that perception with the full 4 key rewards and 1 important warning sign

BOMESC Offshore Engineering (SHSE:603727)

Overview: BOMESC Offshore Engineering is an EPC contractor that designs and builds offshore oil and gas modules and related LNG and marine infrastructure for projects across China and key export regions, which ties it closely to the theme of securing and diversifying energy supply routes. Alongside this core, the company provides marine engineering equipment, steel structure design, port and cargo services, warehousing, energy storage technology services and a range of technical consulting and performance assessment services.

Market Cap: CN¥5.0b

BOMESC Offshore Engineering provides direct exposure to offshore platforms, LNG modules and port related infrastructure at a time when geopolitical risks and new regulations are pushing energy buyers toward more diversified supply routes. The stock is flagged as trading well below one DCF based fair value estimate, and analysts expect strong revenue and earnings growth. Together, these points indicate that the market may be underpricing potential future offshore project work. There are clear trade offs. BOMESC is currently loss making, reported a CNY 70.44 million net loss for H1 2026 and leans heavily on external borrowing, which raises questions about funding capacity if projects are delayed. For investors who can tolerate that risk, the combination of offshore exposure and a sizeable valuation gap may warrant closer examination.

BOMESC Offshore Engineering looks like a valuation story that many investors have not fully pieced together yet. Consider the discounted pricing, offshore exposure and funding questions in the analysis report for BOMESC Offshore Engineering

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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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