Green Plains (GPRE) saw its stock jump 8.4% after U.S. military strikes on Iran led to a temporary closure of the Strait of Hormuz. The disruption reminded investors that U.S.-based energy producers offer supply security during global chokepoint risks. Green Plains is shifting toward low-carbon fuels and carbon capture, which could benefit from renewed focus on domestic fuel supply. The company posted $445.8 million in sales and $32.94 million in net income in Q1 2026, a turnaround from prior losses. Its main catalysts are qualifying more gallons for U.S. clean fuel tax credits and expanding carbon capture and storage projects. The geopolitical event does not change those fundamentals but may accelerate investor interest in U.S. energy assets with lower carbon intensity.
