3 Oil And Gas Stocks To Watch With Crude Above $100

Oil suddenly feels less predictable. A key Saudi pipeline is offline, crude sits above $100, and shipping routes near the Red Sea face fresh security questions, so integrated producers like Saudi Aramco are back under the spotlight. That kind of shock can punish some sectors and open doors in others. This article walks through three large global oil and gas stocks exposed to these headlines and explains what their business mix might mean for your portfolio.

The three stocks below are only a small sample of the integrated oil and gas producers on the radar, and the full screen surfaced 29 more large operators with equally compelling narratives that are not covered in this article. To see the wider field and identify which global majors best fit your thesis right now, head straight into the Global Integrated Oil & Gas Producers screener.

Tamboran Resources (ASX:TBN)

Tamboran Resources is a pure-play Beetaloo Basin gas developer that gives this integrated energy screen direct exposure to upstream pricing, with a single basin focus in Australia and an equity market value of about A$2.3b.

Tamboran Resources matters in this screen because it links a large undeveloped gas resource in Australia to the same security-of-supply story driving interest in global integrated producers, with the next phase hinging on one key commissioning milestone.

"Progress towards first gas from the Beetaloo Basin Pilot Area in the third quarter of calendar 2026, supported by an 88% complete compression facility and an APA owned pipeline in final commissioning, is expected to move Tamboran Resources from a pre revenue phase toward contracted gas sales."

What happens when a single piece of infrastructure decides how quickly that promise filters through to real cash flow will be crucial.

When one asset and one timeline matter this much, the full narrative for Tamboran Resources shows how Tamboran Resources could accelerate, stall, or be rerated as gas finally flows.

Brava Energia (BOVESPA:BRAV3)

Brava Energia gives this global integrated producers screen pure Brazil exposure, combining offshore oil fields with downstream processing and trading that tie directly into the current focus on supply security and higher crude prices.

Brava Energia runs exploration and production alongside mid and downstream activities in Brazil, generating about R$9.8b from E&P and R$5.2b from mid and downstream operations, with a market value near R$8.5b.

"Continuous reductions in lifting and operating costs, via technology adoption, asset integration, and strong operational execution, are structurally improving Brava's net margins and enabling steady free cash flow generation even in variable pricing environments."

What happens if one pressure point in Brava Energia's model quietly shifts will matter a lot for how resilient those future economics feel.

If that pressure point is what you care about, read the full narrative for Brava Energia to see how Brava Energia’s cash engine could next accelerate or stall.

Gibson Energy (TSX:GEI)

Gibson Energy plugs this screen into the midstream part of the oil chain, where gathering, storage, and processing link directly to how much crude actually moves and how rich those barrels are. This is exactly where today’s supply shock is being felt.

"Newly completed capital projects (Gateway dredging, Cactus II connection, Duvernay partnership with Baytex) are materially increasing terminal capacity, crude supply optionality, and throughput. These infrastructure expansions are expected to drive sustained high-margin, fee-based revenue growth and EBITDA as customer volumes ramp over the next several years."

Consider what happens if one quiet shift in how customers commit volumes to Gibson Energy’s network changes the shape of those future margins.

Gibson Energy runs liquids infrastructure and marketing across Canada and the United States, generating about CA$12.4b from Marketing and CA$711.8m from Infrastructure, with smaller inter segment adjustments, and carries a market value near CA$5.3b.

If that shift in volume commitments is what you are watching, full narrative for Gibson Energy shows how Gibson Energy’s fee-based model could compound or stall under different throughput scenarios.

Seeking Alternatives Beyond Big Oil?

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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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