With oil prices surging and the Iran conflict showing little sign of resolution, the energy trade is getting interesting again.

Goldman Sachs just highlighted 10 energy stocks it likes, including some under-the-radar names that could benefit from the next leg of the rally.

A few interesting takeaways:

• Occidental Petroleum (OXY): Goldman upgraded the stock to Buy, added it to its Conviction List and set a $69 price target.
• Permian Resources (PR): Goldman expects free cash flow to grow roughly 20% over the next couple of years.
• TC Energy (TRP): A pipeline play Goldman likes following a pullback, with potential new U.S. projects.