أسعار النفط ترتفع وهذه الأسهم الأربعة تجني الأرباح

Key Points

Interested in GE Vernova Inc.? Here are five stocks we like better.

Brent crude surged past $100 a barrel after Houthi attacks on Saudi tankers and the collapse of the U.S.-Iran ceasefire renewed supply fears.

Refiners Valero and Marathon Petroleum are posting record crack-spread margins while limited new capacity funnels cash into buybacks and dividends.

GE Vernova's surging grid-equipment backlog and Ecovyst's role in refining and copper supply chains highlight AI-driven power demand as a second major catalyst.

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.

→ Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit

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.

Two forces are colliding in the energy sector right now, and neither is fading soon.

→ This Tiny AI Supplier Could Be More Important Than the Chipmakers

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.

→ 2 Stocks Built to Thrive If Inflation Refuses to Fade

Refiners Are Printing Cash, Not Building New Capacity

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 shrinking even as diesel demand climbs.

Valero Energy Corporation (NYSE: VLO) and Marathon Petroleum Corporation (NYSE: MPC) each run roughly 3 million barrels a day of capacity.