Shipping disruption through the Strait of Hormuz has pushed energy supply risk back into the spotlight, and that kind of bottleneck can quickly reshape which oil and gas stocks investors pay most attention to. With fewer ships transiting this key route and negotiations ongoing to reopen it toll free, some companies may see higher demand for their production or logistics, while others could face higher costs or volume uncertainty. This article explains how that news connects to your portfolio and highlights 3 stocks from our Energy Sector Oil & Gas Producers screener that appear positively exposed to this tension.

ROK Resources (TSXV:ROK)

Overview: ROK Resources is a Canadian oil and gas producer focused on exploring and developing fields in Southeast Saskatchewan and Kaybob, Alberta, supplying crude oil and natural gas into North American energy markets.

Operations: ROK Resources generates its revenue of approximately CA$55.4 million entirely from oil and gas exploration and production activities in Canada.

Market Cap: CA$60.2 million

ROK Resources stands out in this tanker constrained backdrop because it sells into North American markets, so any disruption around the Strait of Hormuz can tighten global supply while its barrels face fewer shipping bottlenecks. The stock trades at a lower P/S than many Canadian oil and gas peers and is priced below one estimate of fair value. Forecasts in the market suggest strong revenue and earnings growth if production guidance targets around 4,000 boepd in late 2026 are met. The trade off is that ROK has recently reported losses, relies on external borrowing and has limited analyst coverage, so investors need to weigh funding and execution risk against the potential upside if profitability improves in line with these expectations.

ROK Resources appears to be a small producer whose lower P/S and production ambitions could be masking a more interesting setup. The ROK Resources story starts to look different once you read the analyst forecasts for ROK Resources

OMS Energy Technologies (OMSE)

Overview: OMS Energy Technologies supplies the nuts and bolts of drilling and production, from specialty connectors and pipes to surface wellheads, Christmas trees, threading and inspection services that oil and gas producers rely on to get hydrocarbons out of the ground safely and efficiently across Asia and the Middle East.

Operations: OMS Energy Technologies currently generates its revenue of about US$157.2 million entirely from oil well equipment and services.

Market Cap: US$172.3 million

OMS Energy Technologies gives you pure exposure to the picks and shovels of oil production at a time when Strait of Hormuz disruption is keeping infrastructure and drilling services in focus, and analysts expect solid double digit earnings and revenue growth. The company is valued well below one estimate of fair value and carries a low P/E versus many US energy service peers, yet still posts an 18.6% net margin and 17.4% ROE. The catch is a reliance on higher risk external funding and a board that is still bedding in, plus earnings that recently declined 46.6%, so investors need to weigh balance sheet and governance questions against the potential upside if energy infrastructure spending stays firm.

OMS Energy Technologies looks like an earnings engine hiding inside an equipment supplier, with an 18.6% net margin and 17.4% ROE that the current P/E and valuation do not fully reflect, and the real twist sits inside the 3 key rewards and 1 important warning sign

Lotus Resources (ASX:LOT)

Overview: Lotus Resources is an Australian uranium company focused on restarting and growing production at the Kayelekera project in Malawi, alongside advancing its Letlhakane project in Botswana, supplying uranium into global nuclear fuel markets.

Market Cap: A$180.3 million

Lotus Resources sits at the intersection of energy security and supply chain tension, which is back in focus as the Strait of Hormuz disrupts oil flows and reminds markets how fragile fuel logistics can be. The company is still reporting losses and relies on higher risk external funding, with a small current revenue base and a relatively inexperienced board, yet analysts are modelling very large improvements in revenue and a shift into profitability within a few years. At the same time, Kayelekera is moving through ramp up with process upgrades, on site infrastructure and new operational hires. The stock trades well below one DCF estimate of fair value and analyst price targets are far above the current share price, raising the question of what the market might be missing on Lotus Resources.

Lotus Resources appears to be a nuclear story that markets have not fully priced, with a restart, funding questions and Strait of Hormuz tension all colliding. Get the fuller picture inside the analyst forecasts for Lotus Resources

The three stocks here are just a starting point, as the full Energy Sector - Oil & Gas Producers screener has surfaced 32 more companies with equally compelling stories across exploration, production and related services. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can focus on the highest conviction opportunities in this part 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.