US Energy Stocks That Could Gain If Russian Oil Tariffs Reshape Trade
The proposed US Senate bill targeting countries that buy Russian oil has put a fresh spotlight on US energy stocks, as investors weigh how new tariffs and trade frictions might reshape global supply routes and pricing power. This article looks at how that backdrop could influence a select group of US energy companies with larger market caps and relatively strong health scores, and why some may be better positioned than others if volatility in oil and gas markets increases. Below, you will find 3 stocks from this screener that could be exposed to these headlines.
Natural Gas Services Group (NGS)
Overview: Natural Gas Services Group provides rented and engineered natural gas compression and flare equipment, plus related electric compression technology and services, that help oil and gas producers keep wells and processing facilities flowing efficiently. It earns most of its money from long term rental fleets and aftermarket support, which can make its revenue base more recurring than many equipment focused peers.
Operations: Natural Gas Services Group generated about US$172.5m from rental, US$4.3m from aftermarket services and US$2.6m from sales, with virtually all of its roughly US$179.4m in revenue coming from the United States.
Market Cap: US$500.5m
Natural Gas Services Group sits at the intersection of US energy security and rising compression demand, which may become especially relevant if tariffs on countries buying Russian oil redirect more global gas flows toward US producers. The company already benefits from a largely rental based model and longer contracts that can support more predictable cash flows. It still carries high debt and a relatively low 7.8% ROE, so execution matters. Recent index additions, a higher quarterly dividend and continued acquisition ambitions show management focusing on growth. A new auditor and a young leadership team add some uncertainty. With analysts forecasting earnings expansion and a gap to some fair value estimates, a key consideration is how this setup might respond if volatility in energy markets increases further.
Natural Gas Services Group’s rental-heavy model and acquisition push could be masking what really matters around growth and balance sheet pressure, so it is worth reading the 4 key rewards and 1 important warning sign
Oil States International (OIS)
Overview: Oil States International provides engineered equipment and consumable products that support the full life cycle of oil and gas wells, as well as offshore production systems, while also serving industrial, military and some alternative energy projects around the world. Its offerings range from perforation systems and downhole tools to large offshore structures used on floating production platforms and subsea infrastructure.
Operations: Oil States International generates most of its roughly US$654.4m in revenue from Offshore Manufactured Products at about US$429.9m, with Downhole Technologies contributing about US$123.0m and Completion and Production Services around US$101.5m.
Market Cap: US$509.2m
Oil States International stands out because it is geared to long cycle offshore and international projects at a time when trade tensions and the proposed US tariffs on countries buying Russian oil could shift more investment toward secure supplies and complex offshore infrastructure. The company has a decade high backlog in its Offshore Manufactured Products segment and is already applying its technologies to offshore wind and geothermal. However, it remains unprofitable, carries funding risk through reliance on external capital and has a relatively new management team. For investors, the mix of earnings recovery potential, valuation upside signals and tariff resilience on exports makes this a stock where the real question is how that risk reward trade off looks once the details are unpacked.
Oil States International’s offshore backlog and export position could be masking a much bigger story around future earnings power and funding risk, so it is worth reading the analysis report for Oil States International
ProPetro Holding (PUMP)
Overview: ProPetro Holding is an energy services company focused on hydraulic fracturing, wireline, cementing and power generation services, mainly supporting oil and gas producers in Texas and New Mexico, with emerging uses for general industrial projects and data centers. It aims to be a one stop completions and power partner in US shale basins, with operations centered in the Permian.
Operations: ProPetro Holding generates about US$839.1m from Hydraulic Fracturing, US$217.4m from Wireline, US$121.4m from Cementing, plus minor segment adjustments, with roughly US$1.18b of revenue coming from the United States.
Market Cap: US$1.56b
ProPetro Holding gives you pure US shale exposure at a time when a proposed US Senate bill could push more production and services demand toward domestic providers. It is focusing on next generation dual fuel and electric fleets, plus PROPWR microgrid projects for oilfields and potentially AI data centers. The company is still working through industry oversupply, customer concentration and recent losses, so progress toward the forecast move into profitability and better returns is important. At the same time, balance sheet discipline, a large completed buyback and capacity expansion in power services suggest there may be more to the story than current earnings reveal, particularly if US focused activity becomes more valuable under higher trade friction.
ProPetro Holding’s shift toward dual fuel fleets and PROPWR microgrids could be reshaping its earnings profile in ways headline numbers miss, so it is worth reading the analyst forecasts for ProPetro Holding
The three US energy stocks discussed here are just a starting point, with the full US Energy Sector Stocks screener surfacing 41 more companies that pair solid financial profiles with equally compelling narratives around supply security, domestic exposure and balance sheet strength. Use Simply Wall St to identify and analyze the specific catalysts, risk profiles and storylines that matter to you so you can focus on the highest conviction ideas in this space.
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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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