In this article, we are going to discuss the energy stocks that are losing this week.
The re-escalation of trade tensions between China and the United States has shaken up global markets this week. With Beijing announcing stricter controls on its crucial rare-earth mineral exports and Washington responding with threats of more aggressive tariffs, international crude oil prices have faced a serious threat. As a result, the WTI price has fallen to below $60 per barrel—a level it last hit in May.
There were already serious concerns about oversupply in the crude oil market, especially following the continuous production increases from OPEC+, the additional output gains in North and South America, and the reduction of geopolitical risk after the Gaza ceasefire agreement. Moreover, investors are worried that a prolonged US government shutdown could also slow down the American economy and hurt demand in the largest oil-consuming country in the world.
As a result, the S&P energy index has fallen by almost 4% between October 3 and October 10, compared to a loss of just under 2.5% for the broader market.
Our Methodology
To collect data for this article, we used several stock screeners to identify energy stocks that have declined the most between October 3 and October 10, 2025. The following are the Energy Stocks that Lost the Most This Week. These stocks are ranked according to their share price decline during this period.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. Murphy Oil Corporation (NYSE:MUR)
Share Price Decline Between Oct 3 – Oct 10: -12.09%
Murphy Oil Corporation (NYSE:MUR) drills for and produces oil and natural gas from several operated and non-operated fields across more than 100 blocks in the deepwater Gulf of America.
Murphy Oil Corporation (NYSE:MUR) was among the oil stocks that fell this week following a downturn in global crude oil prices, with the WTI oil price recently dropping to a multi-month low of below $60 per barrel. The sharp decline comes amid the escalating trade war between China and the United States, with Beijing imposing stringent controls on the export of its crucial rare earth minerals and Washington responding with threats of higher tariffs on Chinese imports.
However, on a positive note, Scotiabank raised its price target for Murphy Oil from $26 to $30 earlier this week, while maintaining a ‘Sector Perform’ rating on its shares.
Moreover, Murphy Oil Corporation (NYSE:MUR) recently declared a quarterly dividend of $0.325 per share, in line with the previous.
9. SM Energy Company (NYSE:SM)
Share Price Decline Between Oct 3 – Oct 10: -12.57%
SM Energy Company (NYSE:SM) is an independent energy company focused on the exploration, exploitation, development, acquisition, and production of natural gas and crude oil in the United States.
SM Energy Company (NYSE:SM) was among the oil and gas stocks that tumbled this week following a sharp drop in the global crude oil price, with the WTI crude falling below $60 – a level it last hit in May. The drop comes amid a reignition of trade tensions between China and the United States and the resultant prospects of an economic slowdown.
Moreover, Mizuho lowered its price target for SM Energy Company (NYSE:SM) from $39 to $38 this week as part of a Q3 earnings preview. However, the analyst maintained an ‘Outperform’ rating on the company’s shares.
According to recent reports from Bloomberg, SM Energy Company (NYSE:SM) is considering a merger with fellow Permian producer Civitas Resources as part of the consolidation wave in the American shale industry. The combined company would command an enterprise value of at least $14 billion, making it one of the year’s biggest oil and gas deals.
8. Comstock Resources, Inc. (NYSE:CRK)
Share Price Decline Between Oct 3 – Oct 10: -12.95%
Comstock Resources, Inc. (NYSE:CRK) is a leading independent natural gas producer with operations focused on the development of the Haynesville shale in North Louisiana and East Texas.
Comstock Resources, Inc. (NYSE:CRK) surged heavily recently following a sharp uptick in natural gas prices, which tend to rise as colder months approach due to increased demand for heating. However, natural gas prices fell by over 6% this week, hinting at possible profit-taking by investors.
Comstock Resources, Inc. (NYSE:CRK) was also impacted by the recent plunge in the overall market following a re-escalation of trade tensions between China and the US, with Beijing imposing stricter curbs on the exports of its crucial rare-earths and Washington responding with threats of more aggressive tariffs.
7. New Fortress Energy Inc. (NASDAQ:NFE)
Share Price Decline Between Oct 3 – Oct 10: -13.02%
New Fortress Energy Inc. (NASDAQ:NFE) owns and operates natural gas and LNG infrastructure and an integrated fleet of ships and logistics assets to rapidly deliver turnkey energy solutions to global markets.
New Fortress Energy Inc. (NASDAQ:NFE) made headlines recently after it announced a seven-year, $4 billion agreement to supply Puerto Rico with LNG. However, the embattled company has now been blocked from delivering these shipments by a US district judge following a lawsuit by a group of marine pilots alleging the vessels used by the company were unsafe.
New Fortress Energy Inc. (NASDAQ:NFE) is appealing the ruling, stating that the order could have catastrophic consequences for Puerto Rico’s energy supply and that the tugboats it had contracted for the deliveries were safe.
Despite a sharp uptick last month, the share price of New Fortress Energy Inc. (NASDAQ:NFE) has now fallen by over 88% since the beginning of 2025, as the company struggles with mounting debt, delayed projects, and profitability challenges.
6. Nabors Industries Ltd. (NYSE:NBR)
Share Price Decline Between Oct 3 – Oct 10: -13.53%
With operations in approximately 15 countries, Nabors Industries Ltd. (NYSE:NBR) is a leading provider of advanced technology for the energy industry.
Nabors Industries Ltd. (NYSE:NBR) was among the energy stocks that plummeted heavily this week following a sharp escalation in the trade tensions between China and the United States. The escalation also led to a decline in crude oil prices, with the WTI oil price falling below the critical $60 per barrel mark for the first time since May.
On a more positive note, Nabors Industries Ltd. (NYSE:NBR) revealed this week that it had received full prepayment of a $250 million seller financing note from Superior Energy Services. This payment was related to its sale of Quail Tools LLC in August 2025 to Superior. The proceeds will be directed towards debt reduction, particularly the company’s outstanding notes maturing in 2028.
5. LandBridge Company LLC (NYSE:LB)
Share Price Decline Between Oct 3 – Oct 10: -13.78%
LandBridge Company LLC (NYSE:LB) actively manages land and resources to support and encourage oil and natural gas development and other critical land uses.
LandBridge Company LLC (NYSE:LB) was among the energy stocks that crashed recently due to rising trade tensions between the US and China, which led to a sharp decline in global crude oil prices. The WTI price fell below the critical $60 per barrel mark for the first time since May.
That said, LandBridge Company LLC (NYSE:LB) remains focused on expansion. The company announced this week that it had signed an agreement to buy about 37,500 acres on Texas’ side of the Delaware Basin from 1918 Ranch & Royalty. The deal is expected to close in the fourth quarter of 2025.
LandBridge Company LLC (NYSE:LB) also revealed this week that it had finalized the sale of a solar project to a publicly-traded energy infrastructure developer. The company has received an upfront cash payment from the sale, as well as the right to receive contingent future cash payments based on the achievement of specific developmental targets.
4. Core Laboratories Inc. (NYSE:CLB)
Share Price Decline Between Oct 3 – Oct 10: -14.91%
Next on our list of Energy Stocks that Lost the Most This Week is Core Laboratories Inc. (NYSE:CLB), a leading global provider of proprietary and patented reservoir description and production enhancement services and products for the oil and gas industry.
Core Laboratories Inc. (NYSE:CLB) slumped following the recent escalation in the trade tensions between the US and China, with Beijing announcing stricter controls on rare-earth mineral exports and the US responding with threats of more aggressive tariffs on imports from China. The resultant prospects of an economic slowdown led to a decline in crude oil prices, with the WTI price falling to a multi-month low of below $60 per barrel.
On the positive side, Core Laboratories Inc. (NYSE:CLB) recently announced the acquisition of the integrated geological services company, Solintec, strengthening its position in the Brazilian oil and gas market.
Following the recent downturn, the share price of Core Laboratories Inc. (NYSE:CLB) has fallen by over 43% since the beginning of 2025.
3. BKV Corporation (NYSE:BKV)
Share Price Decline Between Oct 3 – Oct 10: -14.95%
BKV Corporation (NYSE:BKV) produces and sells natural gas in the Barnett Shale in the Fort Worth Basin of Texas and in the Marcellus Shale in the Appalachian Basin of Northeast Pennsylvania.
BKV Corporation (NYSE:BKV) surged by over 14% in the last few weeks, primarily due to a sharp increase in the price of natural gas. However, the stock plummeted heavily this week as part of a wider drop in the overall market following the rising trade tensions between Washington and Beijing. China tightened export controls on rare-earth minerals, prompting the US to threaten more aggressive tariffs on imports from the Asian country.
The recent downturn in BKV Corporation (NYSE:BKV) could be attributed to profit-taking by investors amid prospects of an economic slowdown, as well as the 6.5% drop in natural gas prices.
It should also be mentioned that BKV Corporation (NYSE:BKV) recently filed a shelf registration prospectus to offer up to $1 billion in mixed securities and to register 63.88 million shares of common stock for sale by the selling stockholder.
2. Civitas Resources, Inc. (NYSE:CIVI)
Share Price Decline Between Oct 3 – Oct 10: -15.46%
Civitas Resources, Inc. (NYSE:CIVI) is an oil and gas exploration and production company with assets in Colorado and Texas.
Civitas Resources, Inc. (NYSE:CIVI) plummeted following the recent escalation in the trade war between the United States and China, with the latter putting curbs on the export of its rare-earth minerals and the White House responding with threats of aggressive tariffs on Chinese imports. The tensions have naturally led to a drop in global crude oil prices, with WTI crude tumbling below the critical $60 per barrel mark for the first time since May.
As we have highlighted in the case of SM Energy, a recent report from Bloomberg has indicated that Civitas Resources is considering a merger with fellow Permian producer SM Energy. Once combined, the new company would be worth around $14 billion in enterprise value, making it one of the biggest deals of the year in the oil and gas sector.
Following the recent downturn, the share price of Civitas Resources, Inc. (NYSE:CIVI) has fallen by over 38% since the beginning of 2025. The company has been selling assets, including a package of lower-margin assets in the Denver-Jules, to reduce its debt load.
1. Venture Global, Inc. (NYSE:VG)
Share Price Decline Between Oct 3 – Oct 10: -32.26%
Topping our list of Energy Stocks that Lost This Week is Venture Global, Inc. (NYSE:VG), which develops and constructs LNG export projects to provide clean, affordable energy globally. The company is currently the second-largest LNG exporter in the United States.
Venture Global, Inc. (NYSE:VG) nosedived this week following reports that the company has lost its arbitration proceeding against BP over its failure to deliver LNG under a long-term contract that was due to start in late 2022. The American supplier now faces over $1 billion in damages, plus interest, costs, and attorneys’ fees.
The ruling comes as a surprise blow, given that Venture Global, Inc. (NYSE:VG) won a case featuring similar allegations from another energy giant, Shell, earlier this summer.
Following the development, Mizuho analyst Gabriel Moreen downgraded Venture Global, Inc. (NYSE:VG) from ‘Outperform’ to ‘Neutral’, while also reducing its price target from $17 to $12.
While we acknowledge the potential of VG to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VG and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 13 Best Nuclear Power Stocks to Buy According to Analysts and 12 Best LNG Stocks to Buy According to Hedge Funds.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
Hedge Fund Resource Center