The energy sector is rallying after a significant jump in crude oil prices, with Brent futures climbing above $91 a barrel. [1, 2, 4] The price increase follows an escalation of geopolitical conflict in the Middle East, where U.S. forces struck Iranian missile launchers in the Strait of Hormuz, a critical chokepoint for global oil supply, prompting retaliation from Iran. [2, 3, 9] This renewed tension has sparked market fears of potential crude oil supply disruptions, directly boosting shares of oil and gas producers, servicers, and refiners. [1, 3, 9]