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15 handpicked stocks

Americas-India Oil Axis

A carefully selected group of stocks capturing the growing energy corridor between the Americas and India. These companies, handpicked by our expert analysts, represent both oil producers in the U.S. and Brazil and the tanker companies transporting crude across these new, long-haul routes.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at Jul 14

About This Group of Stocks

1

Our Expert Thinking

India's strategic shift to import more crude oil from the U.S. and Brazil is creating a new global energy corridor. This fundamental realignment benefits two types of companies: the producers ramping up output to meet new demand, and the tanker operators carrying oil across these longer, more profitable routes.

2

What You Need to Know

This theme represents a structural change in global energy flows, not just a temporary trend. As India continues to diversify away from traditional suppliers like the Middle East and Russia, these new trade routes will likely strengthen over time, providing sustained growth opportunities for the selected companies.

3

Why These Stocks

These companies were selected for their direct involvement in the Americas-India oil trade. They include major producers from the U.S. and Brazil positioned to benefit from increased export volumes, as well as tanker operators whose fleets are essential for these long-distance voyages.

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

PBR

Petróleo Brasileiro S.A.

PBR

Current price

$12.36

As Brazil's state-owned energy giant, Petrobras is a primary beneficiary of the 80% surge in Brazilian crude exports to India.

XOM

Exxon Mobil Corp.

XOM

Current price

$112.23

Exxon Mobil is a major U.S. oil producer and exporter, perfectly positioned to meet the significant increase in India's demand for American crude.

FRO

Frontline LTD

FRO

Current price

$18.29

A prominent operator of large crude carriers (VLCCs), Frontline's fleet is essential for transporting oil on the long-haul routes from the Americas to...

A prominent operator of large crude carriers (VLCCs), Frontline's fleet is essential for transporting oil on the long-haul routes from the Americas to India.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+82.69%

Group Performance Snapshot

82.69%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 82.69% over the next year.

12 of 15

Stocks Rated Buy by Analysts

12 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🌊

Riding the New Energy Wave

India's strategic shift to American and Brazilian oil creates a long-term opportunity that most investors haven't noticed yet. These companies are at the forefront of this major change in global energy flows.

🚢

The Tanker Boom Factor

Longer shipping routes mean higher day rates for tankers. As India imports more oil from across the Atlantic instead of the Middle East, shipping companies in this group could see sustained revenue growth.

🛢️

Double-Sided Opportunity

This unique theme gives you exposure to both oil producers and transporters, potentially creating multiple paths to profit as this new energy corridor expands between the Americas and India.

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