These 7 Energy Stocks Are Rallying as Crude Tops $90 on US Strikes in Iran

Shares of oil and gas related companies are trading lower after Iran's Foreign Minister confirmed that Iran has submitted to the U.S. a seven-day plan to reopen the Strait of Hormuz and start discussions on Iran's nuclear program. Also, companies exposed to U.S. natural gas markets have seen physical prices decline due to high production and inventory, lower LNG export volumes, and mild autumn weather in North America.

'India Will Step Up US LPG Buying as Middle East Risks Persist' - Bloomberg

https://www.bloomberg.com/news/articles/2026-09-25/india-will-step-up-us-lpg-buying-as-middle-east-risks-persist

Nasdaq 100 Slips, 10-Year Yields Hit 19-Year Highs: Stock Market Today

Stocks slid as the 10-year Treasury yield hit a 19-year high on blowout PMI data; cybersecurity stocks bucked the selloff.

Shares of oil and gas-related companies are trading higher as energy prices gain amid a perceived lack of progress in U.S.-Iran peace talks taking place alongside UN meetings. Also, activist interest in Devon Energy may be drawing attention to value in the exploration and production industry.

BP Walked Away From a Potential $4.5 Billion Bet on Devon Energy's Eagle Ford Shale. Here's What It Means for BP and DVN Stock.

BP has reportedly withdrawn from negotiations to purchase Devon Energy's Eagle Ford Shale assets, valued at approximately $4.5 billion. The decision comes as Devon faces pressure from activist investor TOMS Capital to divest assets or sell itself entirely. BP cited capital discipline concerns, likely due to uncertainty about global oil prices if the Iran conflict ends, causing Devon's stock to drop 3.6% on the news.

HSBC Upgrades BP to Buy, Raises Price Target to $51.3