Talos Energy, Vitesse Energy, HighPeak Energy, Kosmos Energy, and Clean Energy Fuels Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after President Donald Trump announced a two-week suspension of attacks on Iran, leading to a massive collapse in crude oil prices.

The “double-sided” ceasefire and the subsequent reopening of the Strait of Hormuz effectively removed the “war premium” that propped up energy prices. As the threat of a prolonged conflict recedes and the U.S. discusses sanctions relief for Iran, the outlook for global oil supply is projected to shift from a deficit to a potential surplus. Investors rotated out of these defensive “inflation hedges” and back into growth-oriented sectors, viewing the current ceasefire as a sign that the peak of the energy-driven profit cycle may have passed.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

HighPeak Energy’s shares are extremely volatile and have had 66 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 6 days ago when the stock gained 10.6% on the news that geopolitical tensions in the Middle East escalated, pushing crude oil prices sharply higher. President Trump’s televised remarks signaled that the U.S. conflict with Iran could continue for several more weeks, increasing investor nervousness. This uncertainty drove West Texas Intermediate and Brent crude prices up. With supply potentially constrained, markets expected that higher global oil prices would be reflected in stronger earnings for oil and gas companies.

HighPeak Energy is up 40.9% since the beginning of the year, but at $6.30 per share, it is still trading 47.1% below its 52-week high of $11.90 from June 2025. Despite the year-to-date gain, investors who bought $1,000 worth of HighPeak Energy’s shares 5 years ago would now be looking at only $853.12.

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