3 Energy Stocks Gaining Interest As Oil Prices Jump
Oil prices have jumped on renewed Middle East risk, tech favorites have come under pressure, and capital is quietly shifting toward businesses tied to energy infrastructure. That kind of cross current can leave you either flat footed or positioned ahead of the crowd. This article walks through three stocks from our Global Upstream and Midstream Energy Infrastructure screener that appear closely linked to this news shock, and explains how each might fit, or not fit, in your portfolio.
The three stocks covered below are just a starting sample from this theme, and the full screen surfaced 22 more companies with equally detailed stories that are not included here. To go straight to the full list and identify which oil and gas infrastructure plays truly fit your criteria, analyze the Global Upstream and Midstream Energy Infrastructure screener.
Forum Energy Technologies (FET)
Forum Energy Technologies sits squarely in the upstream support side of the Global Upstream and Midstream Energy Infrastructure theme, supplying the tools operators need when drilling and completion activity responds to higher oil prices and renewed focus on energy security.
Forum Energy Technologies designs equipment and technology for oil, gas and adjacent sectors, with Drilling and Completions generating about US$510 million of revenue and Artificial Lift and Downhole contributing roughly US$324 million. The business has a market value of about US$949 million.
Rapid uptake of differentiated growth products such as coiled line pipe and artificial lift solutions, where early adoption is accelerating in the Middle East, offshore and key international basins, creates a clearer path to increasing share in these markets and lifting consolidated revenue while supporting mix driven margin improvement.
What happens if a single assumption about future project mix quietly shifts in either direction will matter a lot for eventual earnings quality.
That project mix swing is exactly what the full narrative for Forum Energy Technologies unpacks in detail, highlighting where accelerating demand could outweigh the risks investors are worrying about.
PetroTal (TSX:TAL)
PetroTal is the pure upstream piece of this energy infrastructure theme, turning a single Peruvian oil field into direct leverage to crude prices as investors rotate toward producers tied most tightly to the Brent benchmark.
PetroTal focuses on the Bretaña Norte oil field in Peru, generating about $235 million from oil and gas exploration and production, all tied to Peruvian operations, and carries a market value of roughly CA$515 million.
PetroTal operates in Peru’s Amazon, where indigenous community protests have previously halted oil transport; such disruptions (due to environmental and social grievances) remain an ongoing threat (>10% chance in any year), potentially requiring production shutdowns or costly storage solutions.
What really shapes PetroTal’s role in this theme is how one unresolved pressure on its crude pricing and export routes ultimately lands in free cash flow.
That pricing pressure and export risk story only comes into focus when you read the full narrative for PetroTal, which explains how disruption odds intersect with PetroTal’s cash ambition.
CES Energy Solutions (TSX:CEU)
CES Energy Solutions plugs directly into the Global Upstream and Midstream Energy Infrastructure theme by supplying drilling fluids and production chemicals that energy producers depend on whenever field activity picks up and more wells move from planning to long term operation.
CES Energy Solutions generates about CA$2.7b from oil and gas contract drilling related fluids and chemicals, serving producers in Canada and the United States, and has a market value around CA$3.9b.
The company's ongoing bids for large production chemical contracts, primarily representing new customers, could significantly expand market share and provide higher-margin, recurring revenues, which would enhance both top-line growth and EBITDA margins if awarded.
What happens if a single assumption about how those future contracts affect service intensity and long term pricing quietly shifts will matter a lot.
That contract swing is exactly what the full narrative for CES Energy Solutions unpacks, showing how recurring chemistry work could accelerate CES Energy Solutions beyond simple rig count cycles.
Seeking Alternatives Before Momentum Flies
Fresh breakout ideas rarely stay under the radar for long. Momentum can shift quickly, prices move, and the most attractive entry points may disappear before the broader market reacts. Consider acting early.
- Identify strong balance sheets before they are widely discussed by scanning the list of solid balance sheet and fundamentals (25 results) and pinpointing businesses that still trade as if they have something to prove.
- Follow early AI-related momentum while it still appears under owned by tracking the 38 profitable AI stocks that aren't just burning cash and focusing on companies that are already converting algorithms into reported earnings.
- Evaluate opportunities ahead of any potential nuclear infrastructure build out by filtering the 16 nuclear energy infrastructure stocks and focusing on operators that appear positioned to respond if capital continues to flow into the sector.
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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