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14 handpicked stocks

Conventional Power's Edge

A potential game-changer for traditional energy companies. This collection features carefully selected stocks poised to benefit from new legislation that increases costs for wind and solar, creating competitive advantages for established oil, gas, coal, and nuclear producers.

Author avatar

Han Tan | Market Analyst

Published on June 30

Your Basket's Financial Footprint

Market capitalisation breakdown for the 'Conventional Power's Edge' basket provided by user.

Key Takeaways for Investors:
  • Large-cap dominance generally means lower volatility and closer tracking of broad-market performance, implying reduced relative risk.
  • Use as a core, long-term holding rather than a speculative trade; supports portfolio stability and income exposure.
  • Expect steady, long-term value growth rather than explosive short-term gains; returns likely to be gradual.
Total Market Cap
  • XOM: $480.51B

  • VST: $63.20B

  • NRG: $31.64B

  • Other

About This Group of Stocks

1

Our Expert Thinking

This collection focuses on conventional energy companies positioned to benefit from proposed Senate legislation that would impose taxes on renewable energy. As wind and solar face higher costs and reduced federal credits, traditional power sources become more competitive, potentially boosting profits for established producers.

2

What You Need to Know

These stocks represent companies with significant operations in natural gas, coal, nuclear, and oil production. This is a tactical investment opportunity tied to a specific policy change, making it particularly sensitive to the legislative outcome and future energy regulations.

3

Why These Stocks

Each company was selected for its strong positioning to capitalize on a potential shift in the energy landscape. The collection includes major utilities with conventional power fleets, coal producers, nuclear operators, and oil majors that could see improved profitability if renewable competition weakens.

Why You'll Want to Watch These Stocks

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Policy Pivot Potential

These companies are positioned at the crossroads of a major policy shift that could reshape energy economics. When legislation changes the playing field, early investors often capture the greatest value.

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Dividend Opportunities

Many conventional energy companies offer attractive dividend yields, potentially providing both income and growth if their competitive position strengthens against more expensive renewables.

Established Power Players

This collection features companies with proven assets, existing infrastructure, and established market positions—not speculative startups. They form the backbone of our current energy system.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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