3 Energy Stocks With Pricing Power As Inflation Stays Sticky

Inflation is proving stickier than many hoped, central banks are sharpening their rate-hike tools, and energy prices are again shaping the story. That mix can punish some areas of the market while handing pricing power and cash flow resilience to others. It is creating a window that many investors may only recognise in hindsight. This article examines how that backdrop links to three global energy stocks exposed to these inflation and policy shocks, and why their reactions to the news event warrant a closer look.

The three stocks highlighted below are just a sample of what this inflation and energy story is throwing up. The full screen surfaced 51 more companies with equally compelling narratives that are not covered here. To identify and analyze those other opportunities directly, head straight into the Global Energy Producers and Energy Infrastructure screener.

Serica Energy (AIM:SQZ)

Overview: Serica Energy is a UK based oil and gas producer focused on finding, developing and operating offshore hydrocarbon fields.

Operations: Serica Energy generates all its roughly $974 million of revenue from oil and gas exploration, development and production in the UK.

Market Cap: £1.1 billion

Serica Energy plugs directly into the screener theme as a pure oil and gas producer, giving you geared exposure to inflation linked commodity pricing and the real world cash flows that come with it.

"Production is expected to ramp up meaningfully in the second half of 2025 and into 2026, following the resolution of the Triton FPSO outages and successful completion of a major drilling program, setting the stage for increased revenue and potentially stronger net margins as output normalizes."

The real swing factor for Serica Energy is what happens if a single key political and tax assumption for UK producers shifts.

If that shift worries you or excites you, read the full narrative for Serica Energy to see how Serica Energy’s story changes when policy and production both accelerate.

Hindustan Petroleum (NSEI:HINDPETRO)

Overview: Hindustan Petroleum is a large Indian refiner and fuel marketer that processes crude oil and sells petroleum products across multiple channels.

Operations: Hindustan Petroleum generates about ₹5,035.4b of revenue from its Downstream Petroleum segment, with a small ₹5.5b contribution from All Other activities.

Market Cap: ₹766b

Hindustan Petroleum sits firmly within the Global Energy Producers and Energy Infrastructure theme because its refining scale and fuel marketing network tie earnings directly to crude pricing, fuel spreads and the ability to pass higher input costs through to end customers.

"Some analysts suggest that the accelerating adoption of electric vehicles in India, combined with increasingly stringent government mandates for clean mobility, could contribute to a long-term decline in gasoline and diesel demand. Under that view, HPCL's core fuel sales volumes could face pressure, which may affect its ability to increase revenue."

For investors, a key consideration is how Hindustan Petroleum's future pricing power might be affected if important policy or demand assumptions change.

That policy risk cuts both ways, and the full full narrative for Hindustan Petroleum explains how Hindustan Petroleum could still accelerate if fuel spreads, regulation and new demand drivers move in its favor.

COSCO SHIPPING Energy Transportation (SEHK:1138)

Overview: COSCO SHIPPING Energy Transportation operates a large global fleet of oil tankers and LNG carriers that move energy cargo worldwide.

Market Cap: HK$127.5b

COSCO SHIPPING Energy Transportation provides direct exposure to global oil and LNG flows. Freight rates, vessel utilization, and energy prices are closely linked to cash generation, and the company’s appeal is influenced by how sensitive those freight economics may be to changes in a single underlying pressure.

That pressure point is exactly what makes the 2 key rewards and 1 important warning sign feel so important right now, with freight cycles and energy flows potentially pulling in different directions.

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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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