What Happened?
A number of stocks jumped in the afternoon session after the energy sector rallied as escalating geopolitical tensions in the Middle East stoked fears of a wider conflict and potential supply disruptions.
Oil prices continued their ascent even as President Trump extended a deadline for Iran to reopen the Strait of Hormuz by ten days, a critical chokepoint for global oil trade. The President had previously threatened military action if the vital shipping lane remained closed. While Trump suggested talks were progressing, Iranian officials reportedly maintained they are not negotiating. The ongoing uncertainty and risk to the global oil supply pushed crude prices higher, boosting the outlook for oil and gas producers despite the broader stock market falling on the news.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Oilfield Services company Borr Drilling (NYSE: BORR) jumped 3.6%. Is now the time to buy Borr Drilling? Access our full analysis report here, it’s free.
- Upstream Natural Gas E&P company Comstock Resources (NYSE: CRK) jumped 3.9%. Is now the time to buy Comstock Resources? Access our full analysis report here, it’s free.
- Mixed or Offshore Upstream E&P company Green Plains (NASDAQ: GPRE) jumped 7.2%. Is now the time to buy Green Plains? Access our full analysis report here, it’s free.
- Mixed or Offshore Upstream E&P company Core Natural Resources (NYSE: CNR) jumped 4%. Is now the time to buy Core Natural Resources? Access our full analysis report here, it’s free.
- Mixed or Offshore Upstream E&P company Clean Energy Fuels (NASDAQ: CLNE) jumped 8.1%. Is now the time to buy Clean Energy Fuels? Access our full analysis report here, it’s free.
Zooming In On Clean Energy Fuels (CLNE)
Clean Energy Fuels’s shares are extremely volatile and have had 40 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
Clean Energy Fuels is up 18.3% since the beginning of the year, but at $2.56 per share, it is still trading 16.5% below its 52-week high of $3.06 from October 2025. Despite the year-to-date gain, investors who bought $1,000 worth of Clean Energy Fuels’s shares 5 years ago would now be looking at only $199.92.
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