Geopolitics is suddenly front and centre again, with fresh US strikes on Iran, a collapsed ceasefire, and tighter controls on key shipping routes pushing Brent crude above $90 and rattling energy supply lines. For investors, that kind of shock can quickly reshape risk and opportunity across the Energy Sector, not just for oil and gas producers with direct exposure to Middle East flows, but for any stock tied to global fuel pricing and supply security. This article breaks down 3 stocks from our Energy Sector, Oil & Gas Producers screener that appear positively exposed to the latest news.

Journey Energy (TSX:JOY)

Overview: Journey Energy is a Calgary based oil and gas producer focused on exploring, developing, and operating crude oil and natural gas assets in Canada, while also running power generation projects and selling condensates and natural gas liquids.

Operations: Journey Energy generates all of its reported revenue in Canada, with CA$168.95 million coming from its Canadian operations.

Market Cap: CA$293.5 million

Journey Energy gives you direct exposure to Canadian oil and gas at a time when supply risks and higher benchmark prices are front of mind. Analysts see strong earnings momentum alongside expectations for significant profit growth over the next few years. The stock trades well below one popular estimate of fair value even with a P/E that sits close to the industry average. This may appeal to investors who think the market is overly focused on short term production softness, a recent quarterly loss and funding risk from relying on external borrowing. When you also consider insider selling and one off items, there is a lot here to weigh up if you think the recent geopolitical shock could support stronger cash flows ahead.

Journey Energy appears to be a valuation story that the market has only partially reflected, with earnings expectations and balance sheet questions moving in opposite directions, so it is worth reading the 4 key rewards and 2 important warning signs

Gevo (GEVO)

Overview: Gevo is a US based carbon abatement company that produces sustainable aviation fuel, low carbon motor fuels, renewable natural gas, and specialty chemicals, while also offering carbon tracking software that helps customers measure and verify emissions across their supply chains.

Operations: Gevo currently generates its revenue mainly from its GevoND segment at about US$152.0 million, with smaller contributions from GevoRNG at about US$16.9 million and the core Gevo segment at about US$5.5 million.

Market Cap: US$387.1 million

Gevo sits at the intersection of rising energy security concerns and airline decarbonization, producing sustainable aviation fuel and carbon removal credits that could draw more attention as traditional jet fuel supply looks tight and governments focus on emissions. The company is still reporting losses and relies heavily on tax credits and external funding, so the path to profitability carries real execution and policy risk. At the same time, index inclusion, expanding carbon credit projects in North Dakota, and growing interest in its Verity carbon tracking platform suggest a broader opportunity than fuel alone. For investors following the current oil shock, Gevo provides a different way to gain exposure to the fuel story while still tying into the global push to cut emissions.

Gevo’s expanding carbon projects and airline ties hint at a much bigger story than its current losses suggest, and the full analyst forecasts for Gevo could reveal where expectations and risks are quietly pulling apart.

Green Plains (GPRE)

Overview: Green Plains produces low carbon ethanol and related coproducts such as distillers grains, ultra high protein feed and renewable corn oil. It also runs grain procurement, storage, drying and commodity marketing services for producers and customers in the US and overseas.

Operations: Green Plains generates most of its revenue from Ethanol Production, including corn oil and partnerships, at about US$1.80b. It generates around US$162.12m from Agribusiness and Energy Services and has a US$23.60m intersegment elimination.

Market Cap: US$1.35b

Green Plains provides direct exposure to fuel markets at a time when conflict driven oil price spikes and tighter supply chains are putting energy security and low carbon alternatives higher on the agenda. The company is shifting from pure ethanol to higher value products such as ultra high protein feed and renewable corn oil, supported by clean fuel incentives and policies that reward lower carbon intensity. However, it is still early in the profitability journey and remains reliant on government programs and export demand. With the stock trading well below one estimate of its future cash flow value and analysts revising earnings expectations, investors focused on the Energy Sector, Oil & Gas Producers screener may find Green Plains worth a closer look if they are comfortable with policy, execution and funding risk tied to this transition story.

Green Plains’ shift toward higher value products could be masking an inflection point that many investors are missing, and the analyst forecasts for Green Plains lays out how policy support and execution risk could collide next.

The three stocks covered here are only a starting point, with the full Energy Sector - Oil & Gas Producers screener surfacing 40 more companies that pair energy exposure with equally compelling narratives around cash flows, balance sheets and risk. Use Simply Wall St to identify and analyze the specific catalysts that matter to you, from earnings quality to funding risk, so you can focus on the highest conviction opportunities in this corner of the Energy Sector.

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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.