ZOMDF
$0.11
(-6.64%)
FLWS
$3.27
(-0.46%)
ACCO
$2.98
(-1.16%)
ARLP
$26.35
(0.27%)
AUIAF
$0.15
(9.13%)
AZZ
$137.84
(0.47%)
BTBT
$1.43
(4.38%)
BTM
$4.16
(57.98%)
CVKD
$4.78
(0.42%)
LCE:CA
$0.4
(1.27%)
COCP
$1.4
(11.87%)
CDRO
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(-0.18%)
CVGI
$4.16
(6.12%)
LODE
$3.17
(3.77%)
CMTL
$3.88
(5.15%)
CNDT
$1.46
(3.93%)
CXW
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(-0.35%)
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$0.01
(0%)
DRCT
$0.62
(3.87%)
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$6.2
(0.81%)
SSP
$4.38
(6.69%)
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$3.23
(4.03%)
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$3.28
(2.18%)
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$19.86
(6.23%)
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$68.8
(0.88%)
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$0.16
(0%)
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$9.11
(1.45%)
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$15.6
(13.7%)
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$1.26
(2.85%)
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$1.09
(4.59%)
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$92.67
(1.73%)
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$0
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$7.24
(2.12%)
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$2.03
(0%)
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$4.07
(3.17%)
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$12.62
(1.3%)
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$9.06
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$73.86
(5%)
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$8.26
(-2.82%)
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$1.35
(5.47%)
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$0.44
(2.68%)
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$3.98
(2.05%)
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$1.75
(-0.57%)
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$1.65
(0.3%)
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$0.16
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$0
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$14.6
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$0.68
(4.47%)
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$1.16
(3.13%)
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$0.38
(-4.31%)
GEO
$17.77
(1.4%)
ODP
$28
(0%)
TNXP
$13.16
(5.45%)
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$6.24
(1.12%)
TZOO
$6.39
(3.31%)
UNCY
$6.63
(-0.08%)
VVX
$68.6
(3.19%)
VNCE
$2.48
(-1.98%)
XELB
$1.44
(7.09%)
ZOMDF
$0.11
(-6.64%)
FLWS
$3.27
(-0.46%)

4/13/2026

The Domestic Small-Cap Energy Story the Market Is Just Starting to Price In

West Texas Intermediate crossed $104 per barrel Monday morning as the U.S. formally blockaded the Strait of Hormuz, putting an official military stamp on a crisis that has already cut the waterway’s commercial traffic by more than 90% since late February. Oil has surged more than 55% since the U.S.-Israel air campaign against Iran began. The large-cap conversation around this move centers on inflation, rate policy, and Big Oil earnings. The small-cap opportunity underneath it is considerably more specific — and considerably less crowded.

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