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15 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.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at June 30

Top Picks from This Group

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

XOM

Exxon Mobil Corp.

XOM

Current price

$106.49

This oil and gas supermajor benefits from a policy environment that favors fossil fuels by disincentivizing renewable energy development.

CEG

Constellation Energy Corp

CEG

Current price

$322.23

As the largest operator of nuclear power plants in the U.S., Constellation Energy would benefit significantly from any policy that hinders its main ca...

As the largest operator of nuclear power plants in the U.S., Constellation Energy would benefit significantly from any policy that hinders its main carbon-free competitors, wind and solar.

VST

Vistra Energy Corp.

VST

Current price

$197.33

As a major independent power producer with a large fleet of natural gas and coal plants, Vistra would benefit from reduced competition from subsidized...

As a major independent power producer with a large fleet of natural gas and coal plants, Vistra would benefit from reduced competition from subsidized renewables.

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.

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

+86.51%

Group Performance Snapshot

86.51%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 86.51% over the next year.

11 of 13

Stocks Rated Buy by Analysts

11 of 13 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

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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.

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