3 Oil And Gas Stocks With Direct Exposure To Rising Crude Prices

Energy headlines have shifted from background noise to front-page market drivers, with crude, diesel and gas prices reacting to events in the Middle East and Persian Gulf. That kind of stress can reshape winners and losers across global oil, gas and refining. This article walks through three large integrated and refining stocks from a focused screener that appear well placed to benefit from these moves. You see how each is exposed to the current news and where the key pressure points sit.

The three stocks below are only a starting sample from this theme. The full screen surfaced 32 more large integrated and refining companies with equally compelling stories that are not covered here. If you want to go beyond headlines and identify which businesses best fit your own risk and return views, head straight to the Global Integrated Oil & Gas and Refining Companies screener.

Verbio (XTRA:VBK)

Overview: Verbio is a Leipzig based biofuels producer that turns agricultural feedstocks into biodiesel, bioethanol, biomethane and other fuel products, giving you direct exposure to fuel pricing and refining style margins within this integrated and refining screener. Alongside fuels, Verbio also sells bio based chemicals, animal feed and fertilizers to a wide range of industrial and agricultural customers across Europe, North America and beyond.

Operations: Verbio generates most of its revenue from biodiesel at about €918.9 million and bioethanol including biomethane at about €845.2 million, with a much smaller contribution from other activities at about €35.9 million.

Market Cap: €2.0b

Verbio gives you pure fuel exposure within this large cap refining and integrated oil screener, but through biofuels rather than crude based products. The company is leaning into tightening greenhouse gas rules and wider decarbonisation policy, which support demand and pricing for its biodiesel, ethanol and biomethane. Relatively stable regional feedstocks can help when crude and diesel prices move around on Middle East headlines. At the same time, Verbio is still loss making with a history of earnings pressure and relies heavily on supportive regulation and external borrowing, so execution on cost control, plant ramp ups and balance sheet repair really matters. For investors watching fuel prices and climate policy together, that mix of opportunity and execution risk is what makes Verbio worth a closer look.

Verbio’s biofuel story focuses on policy-backed fuel demand combined with tight refinery-style margins. To see how this affects the balance sheet and cash flows, review the Verbio financial health report

Zhongman Petroleum and Natural Gas GroupLtd (SHSE:603619)

Overview: Zhongman Petroleum and Natural Gas GroupLtd is an oil and gas services company that helps energy producers find, drill and develop fields while also supplying the rigs and equipment they use. This aligns closely with the screener’s focus on large integrated and refining related businesses that can benefit from higher crude prices. Its work spans exploration support, drilling and completion engineering, and manufacturing of land drilling rigs and control systems for customers in China and overseas.

Market Cap: CN¥11.0b

Zhongman Petroleum and Natural Gas GroupLtd gives you direct exposure to upstream activity just as crude prices react to Middle East risks. It has an integrated service model that ties revenue to exploration, drilling and production spending rather than pure refining margins. Forecasts point to solid earnings and revenue growth and analysts see a very large gap between the current share price and estimated cash flow value, which makes the recent weaker H1 2026 results and softer margins an interesting tension to weigh. High debt, underperformance versus the wider energy services sector and a dividend that is not well covered by free cash flow mean this stock is not a simple high oil price trade, but a higher risk, higher potential value story within the screener.

Rising crude and an underperforming share price put Zhongman Petroleum and Natural Gas GroupLtd in an interesting spot. The bigger story sits in how the business trade off plays out in the 2 key rewards and 3 important warning signs

Noble (NE)

Overview: Noble is an offshore drilling contractor that rents out high spec floaters and jackups to oil and gas producers, giving you direct exposure to offshore exploration and production activity as larger integrated companies respond to higher oil prices and renewed energy security concerns. Its rigs work across key deepwater regions from the US Gulf of Mexico to West Africa and South America, which ties Noble closely to the Global Integrated Oil & Gas and Refining Companies screener theme without relying on refinery margins.

Operations: Noble generates all of its revenue, about US$2.9b, from contract drilling services through its fleet of mobile offshore drilling units.

Market Cap: US$7.3b

Investors watching the Global Integrated Oil & Gas and Refining Companies screener may find Noble worth attention because it sits where higher oil prices, energy security concerns and offshore spending intersect. Management commentary points to customer interest in deepwater exploration and demand into 2026 and 2027, yet recent results still show volatility, including a Q2 2026 loss and gaps in rig utilization. That mix of deepwater conversations, a sizeable contract backlog and a roughly 4.3% dividend, set against debt funded operations, a high P/E and patchy earnings, creates a sharper risk reward profile than many integrated producers. For investors considering offshore cycle swings, a key question is how this backlog and pricing power story develops over the next few years.

Offshore interest around Noble and its deepwater backlog continues to grow, while the share price still reflects recent losses and patchy utilization. Get the full context on how that trade off looks in the analysis report for Noble

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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.

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