1 Underappreciated Energy Stock You Won't Want to Overlook

Delek US Holdings (DK), a mid-sized oil refiner, has gained 64% year-to-date but remains underappreciated by investors. The company's 'surgical' approach to cost-cutting and operational efficiency has driven a fivefold increase in EBITDA in Q1 2026 without proportional revenue growth. With a 2.1% dividend yield, strong cash position, and Goldman Sachs' $55 price target, the stock merits closer examination despite high debt ratios and volatile refining margins.

06/10/2026, 12:30 PM • The Motley Fool

Aquanta Vision Secures Pre-Seed Funding to Advance Real-Time Methane Leak Detection

Aquanta Vision, a methane detection software company, has secured pre-seed funding from EIC Rose Rock, Marathon Petroleum Corporation, Chevron Technology Ventures, Ecosphere Ventures, and Odyssey Energy Advisors. The company's optical gas imaging (OGI) detection software improves methane leak identification during inspections by automating detection without requiring new hardware.

05/19/2026, 6:00 AM • GlobeNewswire

Oil Falls Below $100, But Gas Prices Keep Climbing: These 4 Stocks Are Winning

Crude oil fell below $96 per barrel while gasoline prices climbed to $4.56 per gallon, creating exceptional profit margins for oil refiners. The 3-2-1 crack spread reached $56.22 per barrel—its highest level since June 2022—as refiners benefit from the widening gap between falling crude costs and stable pump prices. Major refiners reported strong first-quarter earnings that significantly beat consensus estimates.

05/07/2026, 4:38 PM • Benzinga

Marathon Petroleum Stock Is Trending Overnight: Here's Why

Marathon Petroleum (MPC) shares surged 3.96% on Wednesday following a quarterly dividend declaration of $1 per share and broad energy sector gains. The rally was fueled by reports of Trump administration officials meeting with oil and gas executives and discussions about sustaining an Iran blockade. The stock is trading near its 52-week highs with strong momentum and bullish analyst sentiment.

04/30/2026, 3:48 AM • Benzinga

Marathon Petroleum Corp. Announces Quarterly Dividend

Marathon Petroleum Corp. (NYSE:MPC) announced a quarterly dividend of $1.00 per share on common stock, payable June 10, 2026, to shareholders of record as of May 20, 2026. The company is a leading integrated downstream and midstream energy company headquartered in Findlay, Ohio, operating the nation's largest refining system.

04/29/2026, 3:10 PM • Benzinga

Sulfur Market Size to Hit 111.44 Mn Metric Tons by 2031 Driven by ULSD Regulations & Rising Fertilizer Demand, Reports Mordor Intelligence

The global sulfur market is projected to grow from 88.74 million metric tons in 2026 to 111.44 million metric tons by 2031, at a 4.66% CAGR. Growth is driven by rising fertilizer demand, ultra-low-sulfur diesel (ULSD) refining regulations, and increased rubber/tire manufacturing. Asia-Pacific leads both production and consumption, while emerging applications in lithium-sulfur batteries and construction materials support expansion.

04/29/2026, 3:59 AM • GlobeNewswire

Here's Why the Price of Oil is Likely to Remain High Even After the War Ends

Despite expectations that oil prices will drop once the Iran war ends and the Strait of Hormuz reopens, massive damage to Middle Eastern oil infrastructure will require $34-58 billion and many months to repair. This extended recovery period means oil prices are likely to remain elevated at $75-95 per barrel for months after the conflict ends, presenting potential investment opportunities in energy stocks that have recently retreated to prewar levels.

04/23/2026, 3:29 PM • The Motley Fool

Iran Declares Strait Of Hormuz Open To All Vessels: Crude Plunges 14%, Airlines And Cruise Stocks Soar

Iran's Foreign Minister announced the Strait of Hormuz is fully open to all commercial vessels during the ceasefire, causing crude oil to plunge 14% to $81/barrel. Airlines and cruise lines surged as fuel costs declined, while energy and chemical companies fell sharply. The S&P 500 reached record highs with the Nasdaq 100 on its 13th consecutive gaining session.

04/17/2026, 9:56 AM • Benzinga

Oil Above $90, Pump Above $4 — And 7 Energy Stocks Still Trading At A Wide Discount

Seven major energy stocks are trading at historically low valuations (7x-11x forward P/E) despite oil prices above $90/barrel due to the Strait of Hormuz crisis. The sector has underperformed crude oil gains, creating a potential opportunity if the supply disruption persists, though risks remain if a ceasefire rapidly brings prices back down to $65-70.

04/16/2026, 11:26 AM • Benzinga

Trump's Iran War Sends Gasoline To Biggest Monthly Surge Since 1967 — 6 Energy Stocks To Watch

Gasoline prices surged 21.2% in March 2026, the largest monthly increase since 1967, driven by disruptions to oil flows through the Strait of Hormuz due to the Iran war. National average gas prices jumped from $2.98 to $4.15 per gallon in six weeks. Goldman Sachs upgraded several refiner stocks as beneficiaries of elevated crack spreads and tighter energy supply chains, while economists debate whether this represents a temporary shock or a sustained inflationary regime.

04/10/2026, 10:58 AM • Benzinga

Gas Tops $4, Diesel Has Its Best Month Ever — Why These Refiner Stocks Can't Stop Printing Money

U.S. gasoline prices surged to $4.02 per gallon and diesel hit $5.45, driven by Iran war disruptions at the Strait of Hormuz. Oil refiners are capitalizing on widened crack spreads (now ~$47/barrel vs. $20 pre-war), with refiner stocks posting exceptional gains. The VanEck Oil Refiners ETF (CRAK) is up 29% YTD on a 14-week winning streak, while individual refiners like Par Pacific and PBF Energy gained 50% and 41% in March respectively. Analysts raised price targets on Valero Energy, citing potential structural shifts in refining profitability.

03/31/2026, 8:37 AM • Benzinga

Republican Representative Backs Iran War, Then Cashes Out Chevron Stock At All-Time High

Congressman David Taylor (R-Ohio) sold Chevron and Marathon Petroleum stocks at all-time highs following his public support for President Trump's military action against Iran. Taylor sold Chevron shares trading between $186-$198 and Marathon Petroleum shares, realizing gains of 19-33% at the time of sale. The timing of the stock sales shortly after his vocal support for the Iran strike raises concerns about potential conflicts of interest.

03/27/2026, 2:37 PM • Benzinga

Trump Promised $2 Gas. It's Now $4 And These 5 Stocks Are Cashing In

Gas prices have surged to $3.98/gallon, nearly double Trump's $2 promise, due to the Iran war. Diesel has jumped 43% to $5.38 nationally and over $7 in California. Consumer sentiment has declined sharply as inflation expectations rise. Energy companies and refiners are posting strong gains, with SM Energy up 44% and PBF Energy up 40% month-to-date, benefiting from wider profit margins.

03/27/2026, 12:26 PM • Benzinga

What Sectors Are Not Getting Hit by the Market Sell-Off?

While the S&P 500 has fallen 4.5% since a Middle East war began, three sectors remain resilient: energy stocks are surging due to spiked oil and gas prices; computer hardware and data storage companies continue benefiting from strong AI infrastructure demand; and cybersecurity firms are gaining as geopolitical tensions drive demand for security products.

03/23/2026, 8:15 AM • The Motley Fool

Markets Fear Prolonged Iran War – These 2 'Hormuz Stock Baskets' Show Why

Three weeks into the Iran war, markets are repositioning for a prolonged conflict lasting months rather than days. A 32-percentage-point divergence has emerged between stocks benefiting from a closed Strait of Hormuz (energy, defense, drones) which are up 17.55% on average, and those needing it open (airlines, cruise lines, logistics) which are down 15.35% on average. Prediction markets assign only a 26% probability of normal traffic returning by April 30, suggesting at least six more weeks of disruption.

03/17/2026, 5:12 PM • Benzinga