Nine Energy poised to gain from high oil prices and rising North American drilling activity.

Nine Energy Service, Inc. is expected to benefit from sustained high oil and natural gas prices driven by geopolitical tensions, which should boost drilling activity in North America. The company is highly leveraged to this drilling sector, with a projected net income of $16 million for fiscal year 2028 and a relatively low share count of 14 million. Other energy producers and suppliers like Energy Transfer, Harvest Oil & Gas, SandRidge Energy, UBS ETRACS Crude Oil Shares, and Petrobras may also see significant gains. The surge in US LNG exports is anticipated to further increase drilling demand in the coming years.