Escalating tensions between the US and Cuba, including a tightened embargo on Cuban oil and growing geopolitical risk, are rippling through US energy stocks in different ways. For some companies, disrupted regional trade and higher uncertainty may be a clear headwind. For others, the same news may support demand for certain US energy assets or services. Using a focused US Energy Sector Stocks screener, this article explains how these developments relate to 3 specific stocks exposed to the headlines. It is intended to help you decide whether each one deserves a closer look or a place on your watchlist.

Amplify Energy (AMPY)

Overview: Amplify Energy is a Houston based oil and natural gas producer that acquires, develops, and operates mature fields, with key assets in offshore California’s Beta field and the Bairoil complex in Wyoming.

Operations: Amplify Energy generates all of its approximately US$228.8m in revenue from exploration, development, and production of oil and natural gas in the United States.

Market Cap: US$162.7m

Amplify Energy offers direct exposure to US oil production at a time when tensions around Cuban oil supply keep attention on reliable regional output. The situation is more complex than a simple energy play. The company sits in a niche of mature assets, with analysts expecting strong earnings growth even as revenue is forecast to decline, which raises questions about how sustainable cost improvements and one off items really are. At the same time, funding is heavily debt based and operations face regulatory and environmental scrutiny, especially in California. Index inclusion in several Russell benchmarks and reaffirmed production guidance add interest, but investors still need to weigh the potential upside against earnings volatility, balance sheet risk, and long term fossil fuel headwinds.

Amplify Energy’s earnings story is accelerating even as revenue is expected to decline, which raises real questions about quality of profits. Before deciding what that means for you, check the 2 key rewards and 1 important warning sign

Greenfire Resources (GFR)

Overview: Greenfire Resources is a Calgary based oil and gas company focused on developing and operating its Hangingstone oil sands assets in the Athabasca region of Alberta, using thermal recovery to produce bitumen for the North American energy market.

Operations: Greenfire Resources generates all of its approximately CA$550.6m in revenue from Oil Sands Operations in Canada.

Market Cap: US$816.5m

Greenfire Resources gives you pure play exposure to Canadian oil sands at a time when tighter US pressure on Cuban oil puts more focus on reliable North American supply. The company is currently loss making and Q1 2026 results showed a reduction in revenue and bitumen production, so this is not a low risk story, especially with rising past losses, shareholder dilution, and a relatively inexperienced board. On the other hand, the business is expected to move toward profitability, revenue growth forecasts are strong, and analysts highlight a net debt free position and a clear production plan. For investors comfortable with higher risk, the mix of potential upside and governance and funding questions may be worth a closer look.

Greenfire Resources looks like a growth story trying to break through recent setbacks, with revenue forecasts pointing higher while past losses linger. Before you decide where it really stands, review the analyst forecasts for Greenfire Resources

Stabilis Solutions (SLNG)

Overview: Stabilis Solutions is a Houston based energy transition company that supplies liquefied natural gas and related equipment and services to industrial, energy, marine, power and other customers across North America.

Operations: Stabilis Solutions generates all of its approximately US$61.3m in revenue from Oil & Gas, Refining & Marketing activities, with about US$57.7m coming from the United States and US$3.5m from Mexico.

Market Cap: US$85.5m

Stabilis Solutions sits at the intersection of LNG infrastructure and cleaner fuel demand, which is timely as US based export capacity takes on greater importance when regional suppliers such as Cuba face disruption. Long term contracts across marine, aerospace and power markets are helping reduce revenue concentration risk. New liquefaction projects and a net cash position give the company room to pursue higher margin opportunities tied to data centers and distributed generation. At the same time, Stabilis is still loss making, its revenue recently declined after a major project ended, and it relies fully on external borrowing, so funding terms and utilization of new capacity matter a lot. With index inclusions, fresh debt covenants and a change of auditor, there is more here than a simple LNG growth story.

Stabilis Solutions looks like an LNG story that is just getting started, with new liquefaction projects and a net cash position that many investors may be overlooking. The analysis report for Stabilis Solutions could show why funding terms and contract quality are the real swing factors.

The three stocks covered here are just a starting point, and the full US Energy Sector Stocks screener surfaced 15 more US energy companies with equally compelling narratives tied to supply security, balance sheet strength and earnings quality. Use Simply Wall St to identify and analyze the specific catalysts and stories that matter to you so you can filter this wider group down to the highest conviction opportunities for your own watchlist.

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If Stabilis Solutions or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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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.