The Venezuela earthquakes have created fresh questions for anyone watching oil and gas stocks, from global majors to companies with only indirect exposure. With production, infrastructure and GDP all under pressure, supply risk and shifting diplomatic ties are suddenly back on the radar. For investors, that can mean new pricing power for some companies and higher operational risk for others. This article explains how this news connects to the Energy Sector and the Oil & Gas Companies screener and highlights 3 stocks that appear positively exposed to the current backdrop, helping you identify which opportunities might deserve further research.

Sea (SE)

Overview: Sea Limited is a Singapore based consumer internet company that runs the Shopee e commerce marketplace, Garena online gaming platform and Monee digital financial services, connecting buyers, sellers and gamers across Southeast Asia, Latin America and other global markets.

Operations: Sea generates most of its revenue from E commerce through Shopee at about US$18.2b, with additional contributions from Digital Financial Services via Monee at roughly US$4.2b, Digital Entertainment via Garena at about US$2.6b, and around US$0.2b from other services.

Market Cap: US$56.2b

Sea stands out in the Energy Sector screener context because its e commerce, gaming and digital finance engines are tied to broad consumer demand rather than directly to commodity prices. This structure can provide some insulation when events like the Venezuela earthquakes unsettle oil markets. Shopee and Monee are scaling on top of growing digital adoption, with Q1 2026 revenue of US$7.1b and momentum in Brazil and Southeast Asia. Garena remains a high margin cash generator. At the same time, Sea faces questions around competition in e commerce and credit risk in its loan book, and the stock trades on a relatively high P/E multiple. Investors therefore need to weigh the company’s growth drivers and share buybacks against execution, regulatory and funding risks that could affect the current valuation.

Sea’s mix of e commerce, gaming cash flows and digital finance growth looks powerful, but the real question is how that story lines up against expectations. Get the analyst forecasts for Sea to see what the market could be missing.

Capital One Financial (COF)

Overview: Capital One Financial is a US based bank that focuses on credit cards, consumer banking and commercial lending, offering everything from checking and savings accounts to personal, auto and business loans across the US, Canada and the UK.

Operations: Capital One generates the bulk of its revenue from Credit Card activities at about US$23.2b, with Consumer Banking contributing roughly US$9.7b, Commercial Banking about US$3.4b, and a small negative amount reported in Other.

Market Cap: US$121.9b

Investors watching energy related shocks like the Venezuela earthquakes may find Capital One Financial interesting because it combines a large US card and deposit franchise with indirect exposure to the energy ecosystem through financing, without relying directly on oil prices. The planned Discover integration and ongoing investment in technology and data tools, such as recent software launches for secure data collaboration, point to a bank trying to build scale in payments and analytics at the same time that earnings growth forecasts are strong. At the same time, weaker recent profitability, higher charge offs, insider selling and an expensive P/E ratio underline that this is not a low risk story. This is exactly why a closer look at how the balance of growth and credit risk could evolve might matter for your watchlist.

Capital One Financial’s push to scale cards, deposits and data tools could be more than the market is pricing in, especially with the Discover deal in focus. Use the analyst forecasts for Capital One Financial to see whether those earnings expectations hide a sharper twist in the story.

Hess (HES)

Overview: Hess Corporation is a New York based oil and gas company that focuses on exploring, producing, transporting and selling crude oil and natural gas across the United States, Guyana, Malaysia and nearby offshore regions.

Operations: Hess generates most of its revenue from Exploration and Production at about US$12.5b, with around US$1.5b from Midstream services and a small negative contribution from Eliminations, while key markets include the United States and Guyana.

Market Cap: US$45.5b

Hess sits at the center of the current oil story because it is highly sensitive to global crude prices and is growing off a profitable base, with earnings up 10.9% over the past year and forecast growth of 23.55% a year and high 21% ROE. Disruption to a major exporter like Venezuela can tighten supply and support pricing for producers with high quality assets, which fits Hess. However, the stock still trades well below one DCF based fair value estimate. The flip side is meaningful debt, insider selling and limited recent board refresh, which all raise questions about risk appetite and alignment that investors may want answered before getting comfortable with that apparent discount.

Hess looks like an earnings story that investors may be underestimating, especially with exposure to tighter crude markets and a stock that sits below one DCF estimate. The real question is what the 3 key rewards and 2 important warning signs is signaling about where that gap could close or widen next.

The three stocks in this article are just a starting point, and the full Energy Sector - Oil & Gas Companies screener surfaces 228 more companies with equally compelling stories around oil and gas exposure, balance sheets and market presence. Use Simply Wall St to identify, filter and analyze the specific catalysts and narratives that matter to you so you can focus on the highest conviction opportunities in this theme.

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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.