Energy Stocks Poised to Benefit from Elevated Prices, Analysts Say

Energy prices are expected to remain elevated through the rest of 2026 and beyond due to various factors, including distribution bottlenecks and refinery backlogs. As a result, the energy sector is poised to benefit, making it an attractive investment opportunity.

Four ultra-high-yield energy stocks have been identified as strong buys for September: Northern Oil & Gas (NOG), Plains All American Pipeline (PAA), TXO Partners (TXO), and Western Midstream Partners (WES). These companies offer dividend yields ranging from 6.40% to 10.53%, making them attractive options for investors seeking passive income.

Northern Oil & Gas, with its 7% dividend yield, operates as a non-operator in the acquisition, exploration, development, and production of oil and natural gas properties in North America. Plains All American Pipeline offers a 6.40% dividend yield and engages in the pipeline transportation, terminalling, storage, and gathering of crude oil and natural gas liquids.

TXO Partners boasts an impressive 10.53% dividend yield and is a master limited partnership focused on acquiring, developing, optimizing, and exploiting conventional oil, natural gas, and NGL reserves in North America. Western Midstream Partners offers an 8.84% dividend yield and acquires, owns, develops, and operates midstream assets.