Energy Stocks Ride High Crude Prices with BW Energy, Vista Energy, and Prio

The current mix of inflation risk, Middle East conflict, and supply disruption is putting energy stocks in focus. Three companies from a global integrated energy and oilfield services screener are highlighted as potential winners: BW Energy (OB:BWE), Vista Energy (BMV:VISTA A), and Prio (BOVESPA:PRIO3). These stocks have pure exposure to crude prices, with strong cash generation and progress on multiple projects.

BW Energy is an offshore oil producer focused on shallow and deep water fields in Gabon, Brazil, and Namibia. The company has a market value of about NOK14.4 billion and generates all its revenue from the sale of crude oil in Africa. Its recent quarters show strong cash generation and progress on multiple projects.

Vista Energy is a Latin American oil and gas producer focused on the Vaca Muerta shale in Argentina, with additional producing assets in Mexico. The company reports all its roughly $3.5 billion in revenue from exploration and production of crude oil, natural gas, and LPG. It carries a market value of about MX$125.4 billion.

Prio is a Brazilian oil and gas producer focused on offshore fields such as Polvo, Frade, and Albacora Leste in the Campos Basin. The company generates all its roughly R$21.4 billion in revenue from exploration and production, with sales reported entirely from foreign markets.