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.
Published on July 14
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.
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.
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.
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.
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.
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.
Summary of total market capitalisation and investor takeaways for the provided basket.
PBR: $72.97B
XOM: $480.51B
FRO: $5.08B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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FRONTLINE PLC
FRO
Current Price
$44.15
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.
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13 of 15 assets in this group are rated Buy by professional analysts.
