US Energy Stocks Gain Attention as Oil Prices Soar Amid Iran War

The US energy sector is seeing increased attention from retail investors due to rising oil prices and Treasury yields. The US government debt has reached near $40 billion, with Treasury yields at a 19-year high. Energy prices have been pushed up by the Iran war, creating a mix that can punish some sectors while opening potential opportunities in others.

Ovintiv (OVV) is a large North American oil and natural gas exploration and production company with assets across the Permian and Anadarko in the US. The company's revenue comes mainly from USA Operations at about $6.0 billion, with Canadian Operations contributing roughly $3.6 billion.

Magnolia Oil & Gas (MGY) is a US independent producer that acquires, develops, and produces oil, gas, and NGLs from the Eagle Ford Shale and Austin Chalk in South Texas. The company's stock has a market cap of about $6.7 billion.

Select Water Solutions (WTTR) gives investors a way to play the US Oil & Gas Producers and Energy Infrastructure theme through water systems that keep drilling and completions running. The company runs three segments, with Water Services contributing about $743.8 million of revenue, Water Infrastructure about $361.3 million, and Chemical Technologies about $339.9 million.