A single U.S. company has started producing a “miracle metal” once locked in research labs.
Now? They’re quietly shipping 30 tons per year from a facility outside San Antonio.
And the cases are staggering:
- AI chips? 99% less power use
- EV batteries? 10x faster charging, 400% longer life
- Edge computing? 1000x speed boost
- Paint that lasts forever. Tires that never lose traction
- Even clean hydrogen as a profitable byproduct
It’s stronger than steel. Lighter than plastic. And the market it’s targeting is worth over $27.6 trillion.
Very few know what’s happening behind those factory walls.
But when they find out, this company won’t be trading under $20 for long.
3 Energy Stocks That Could Rally If the Oil Bears Are Wrong
Written by Chris Markoch. Published 8/21/2025.
Key Points
- Chevron is growing Permian production and adding Guyana exposure after completing its Hess merger.
- Exxon Mobil is the largest Permian operator, with LNG and Guyana projects offering additional upside if demand strengthens.
- Schlumberger offers high-beta potential as long-cycle offshore and international projects accelerate with higher oil prices.
The recent decision by OPEC+ to raise oil production has heightened concerns of an oversupplied market. Those worries have been reinforced by the growing hope for at least a ceasefire—or even a peace agreement—in the Russia-Ukraine conflict.
As a result, energy stocks remain one of the worst-performing sectors, with oil equities failing to rally despite strong cash flows.
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Yet the bear case for oil may be overcrowded. Demand appears to be underestimated, which could flip the narrative for energy stocks and make them attractive for a late-2025 into 2026 upcycle. Some of the sector's best names are also widely regarded as best-in-class.
The Bull Case for Higher Oil Prices
First, the Federal Reserve. The CME FedWatch tool assigns an 83.2% probability to a 25 basis point rate cut in 2025. Even a single cut could spur industrial activity, travel and freight—all bullish for oil.
Second, beyond data-center growth, residential demand for electricity and heating fuels remains sticky and seasonal. In some regions, oil-fired generation still plays a role, making this consumption less elastic than markets assume.
Third, OPEC+ has not committed to any production increases after September. Any decision to tighten supply could underpin higher prices.
Finally, regardless of the Russia-Ukraine outcome, extended geopolitical risks—such as the possibility of higher tariffs on countries like India—could keep oil markets on edge for longer than expected.
A Test of Permian Growth and Refining Resilience
Chevron Corp. (NYSE: CVX) is up 7.7% year to date in 2025, following a 9.9% rally off its April 52-week low. The completion of its merger with Hess Co. (NYSE: HES)—which adds Guyana's world-class reserves—has helped shift sentiment.
Still, Chevron's primary growth engine remains its Permian Basin operations, where it produces 800,000 to 850,000 barrels of oil equivalent per day (boe/d) and continues to improve capital efficiency.
MarketBeat's analysts assign CVX stock a consensus price target of $164.11, implying about 5% upside; several have lifted their targets since the August 1 earnings release.
Turning Oil Demand Into LNG and Guyana Cash Flow
The Permian story also underpins Exxon Mobil Corp. (NYSE: XOM). Since completing its acquisition of Pioneer Natural Resources in 2024, Exxon has become the region's largest operator, producing roughly 1.6–1.8 million boe/d and targeting about 2 million boe/d by 2027.
Beyond the Permian, higher oil prices should translate into stronger LNG prices and faster payback on its Guyana portfolio. XOM is down roughly 0.75% in 2025. Despite an April spike, it has traded in a range, and analysts' consensus price target of $125.84 offers about 17% upside plus a 3.71% dividend yield.
A High-Beta Play on a Long-Cycle Upturn
Schlumberger (NYSE: SLB) is the go-to name for investors seeking higher risk-reward in the oil sector. As an oilfield services leader, SLB is more volatile than the integrated majors but can deliver outsized gains if demand surprises.
The company's long-cycle, multi-year projects mean that a rebound in activity could unlock significant high-beta returns. After robust demand in 2024, activity has lagged in 2025, and SLB is down 12.8% this year.
However, MarketBeat's analysts assign SLB a consensus price target of $49.28, implying more than 47% upside if the oil cycle turns up.
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