Energy shipping stocks are back in focus as Trump’s proposed 20% fee on cargo through the Strait of Hormuz raises fresh questions about oil flows, freight costs, and the pricing power of companies that move energy across the globe. Higher transport costs, the risk of supply disruptions, and tighter shipping capacity could all reshape how investors think about this corner of the market. This article looks at how that news might affect oil tanker and energy shipping companies, and reveals 3 stocks from our screener that appear most directly exposed to these potential shifts.

SAL Saudi Logistics Services (SASE:4263)

Overview: SAL Saudi Logistics Services is a Jeddah based logistics company that handles air cargo at Saudi airports and provides end to end services like customs clearance, warehousing, storage, and inventory management across bonded and non bonded facilities.

Operations: SAL Saudi Logistics Services generates around SAR 1.53b from Ground Handling and SAR 251m from Logistic including fulfillment, with all of its SAR 1.77b in revenue coming from within the Kingdom of Saudi Arabia.

Market Cap: SAR 14b

SAL Saudi Logistics Services stands out in this oil route focused theme because it sits at the heart of Saudi Arabia’s air cargo and logistics infrastructure, with high quality earnings, a 39.6% net margin and returns on equity above 40%. Recent agreements with Singapore Airlines and Fly Khiva at key airports, plus a new subsidiary in Amsterdam, indicate growing international reach at a time when global energy trade routes face fresh uncertainty. At the same time, investors have to weigh an unstable dividend record, a premium P/E and reliance on external borrowing. For readers tracking how the Hormuz fee could reshape energy flows into and out of Saudi Arabia, SAL appears to be a business that could be more exposed than it first appears.

SAL Saudi Logistics Services combines high margin earnings with airport-level exposure that many investors may be underestimating, and the full picture only really comes into focus when you read the 3 key rewards and 1 important warning sign

Brookside Energy (ASX:BRK)

Overview: Brookside Energy is an Australia based oil and gas company that acquires, develops, and produces onshore assets in the Anadarko Basin in Oklahoma, while also leasing and developing acreage opportunities across its US portfolio.

Operations: Brookside Energy generates essentially all of its A$56.5m in revenue from its Oil and Gas and other US entities segment in the United States, with only a very small contribution of A$0.002m classified as Corporate in Australia.

Market Cap: A$37.3m

Brookside Energy gives you exposure to US onshore production at a time when shipping routes through the Strait of Hormuz face new questions, and any move toward alternative transport paths can put more attention on producers and midstream style operators outside the region. Forecast earnings growth above 30% a year and revenue growth projections well into double digits are set against modest profitability metrics, a P/E around 14x, and a capital structure that leans fully on external borrowing, so funding risk cannot be ignored. With limited analyst coverage and a market value still in the tens of millions, the key issue is whether the potential upside fairly compensates you for that extra volatility and balance sheet risk.

Brookside Energy’s growth forecasts and modest 14x P/E hint at a story the market may not have fully priced in yet, but the balance sheet tells a different side that could be crucial in the analyst forecasts for Brookside Energy

Heidmar Maritime Holdings (HMR)

Overview: Heidmar Maritime Holdings is a Greece headquartered shipping manager that runs global tanker and dry bulk vessel pools, arranging charters, managing ships for owners, and supporting clients with buying, selling, and crewing vessels while also offering its eFleetWatch platform to track and manage fleets in real time.

Operations: Heidmar Maritime Holdings generates around US$68.4m from its Transportation, Shipping activities.

Market Cap: US$63.1m

Heidmar Maritime Holdings provides focused exposure to energy shipping at a time when the Strait of Hormuz fee is putting fresh attention on tanker operators. Its pool of 50 vessels and eFleetWatch platform are key elements of its approach to operating in volatile freight markets, which can place a premium on flexible fleets and commercial management. The company has reported a return to profitability, with Q1 2026 revenue of US$18.35m and net income of US$2.78m, and it also has a history of earnings variability, high share price volatility, and a funding base that relies entirely on external borrowing. Combined with a discounted valuation versus an internal fair value estimate, board turnover, a recent CFO exit, and restored Nasdaq compliance, this creates a complex setup that may suit investors who are prepared to navigate elevated operational, financial, and governance risks.

Heidmar Maritime Holdings is back to profitability with tanker exposure many investors are only starting to notice, but its share price volatility, funding mix, and governance shifts make the 3 key rewards and 2 important warning signs (1 is major!)

The three stocks covered here are just a starting point, because the full Simply Wall St screener for this oil tanker and energy shipping theme has identified 29 more companies with equally compelling narratives that show how different parts of the sector react to the same set of catalysts, all captured in the Oil Tanker and Energy Shipping Companies screener. Using Simply Wall St, you can analyze these companies side by side and filter for the specific catalysts and narratives discussed here so you can identify the ideas that best fit your own view on energy trade routes and shipping risk.

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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.