Oil Prices Are Surging and These 4 Stocks Are Cashing In

Summary

Oil recently surged back above $100 a barrel on the Brent benchmark—the first time it's traded there in two months. The move came after the Houthis claimed attacks on two Saudi oil tankers in the Red Sea, with Saudi authorities confirming that one vessel was struck and caught fire. The U.S.-Iran ceasefire also just collapsed. Together, those two events reignited fears of a wider supply disruption. At the same time, refiners are posting some of the widest margins in decades and data centers are burning through diesel and grid capacity faster than utilities can replace it.Get GE Vernova alerts:Sign Up Two forces are colliding in the energy sector right now, and neither is fading soon. The first is the escalating conflict in Iran, which just pushed crude back into triple digits weeks after a ceasefire briefly took hold. The second is the sheer scale of power demand tied to AI infrastructure, a buildout the United States was never fully prepared for. Dan Ferris of Stansberry Research and Luke Lango of InvestorPlace cover this territory closely. Their read points to four stocks positioned to keep benefiting. Refiners Are Printing Cash, Not Building New CapacityValero Energy TodayVLOValero Energy$300.63 -1.87 (-0.62%) As of 11:30 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$130.78▼$320.24Dividend Yield1.60%P/E Ratio21.84Price Target$266.71 The clearest expression of the Iran-driven oil story shows up in refining margins. The 3:2:1 crack spread, the profit from turning three barrels of crude into two barrels of gasoline and one barrel of diesel, has soared toward $70 a barrel. That's a level unseen in recent history. Here's why that matters: building a new refinery in the United States is close to impossible. Permitting hurdles have stalled proposed projects for years, and no major energy company has attempted a greenfield refinery in decades. Three refineries have shut down in the past year alone, and existing capacity keeps s...