Iranian exports dropping 300k bpd is definitely bullish for oil.  I am trading US based onshore E&P companies on the news....  NOG, TPLM, SSN, CRK

Also getting interested in HEK at these prices... good play on water treatment in various oil and gas fields...

Mid day update:  oil holding strong along with E&Ps.  Like NFX right here.  Left for dead Bakken producer with big upside.  I am long June35 Calls...

Update on NFX: good upside volume at 52 week lows...