Are US onshore producers genuinely mispriced given Middle East escalation risks?

It feels like the rotation out of software and into cash-flowing real assets is finally gaining some real traction. I’m trying to focus on US producers that print cash but carry zero maritime logistics risk. If things escalate with Iran and we see a panic-driven spike past $100, the domestic security premium on these names could be massive.  I’m focusing on the $3B-$15B market cap range to catch that mid-cap torque without the bloat of the supermajors. Right now, I'm looking closely at Permian Resources (BBB- rating, Strong Buy), Matador (20% efficiency gains), Chord Energy (low-cost Bakken inventory), Magnolia (aggressive share count reduction), Ovintiv (renewed 10% buyback), Antero Resources (strong LNG corridor exposure), Range Resources (liquids mix reduces hedging), Murphy Oil (Vietnam growth late 2026), Coterra Energy (5% total shareholder yield), and SM Energy (Fitch upgraded to BB+).  With ESG fading and energy security becoming the new narrative, which three from this list (or others in this range) would you lock in for the next 12 months to ride out the storm?