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15 handpicked stocks

Energy Market Shake-Up: The US-India Oil Dispute

The US has threatened to impose significant tariffs on India for purchasing Russian crude oil, causing a spike in global oil prices. This geopolitical friction could create opportunities for non-Russian oil producers and companies developing alternative energy solutions as nations seek more stable energy supplies.

Author avatar

Han Tan | Market Analyst

Published on August 6

Your Basket's Financial Footprint

Market capitalisation breakdown for the basket 'Energy Market Shake-Up: The US-India Oil Dispute'.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility, lower risk and closer tracking of broad energy-market moves.
  • Use as a core portfolio holding rather than a speculative, short-term trade.
  • Expect steady long-term value growth, not explosive short-term gains; returns are likely gradual.
Total Market Cap
  • USL: $38.56M

  • EOG: $57.90B

  • NOG: $2.09B

  • Other

About This Group of Stocks

1

Our Expert Thinking

This group captures the investment opportunity created by US-India oil tensions. When major economies clash over energy supplies, it creates ripple effects across global markets. Our analysts identified companies positioned to benefit from this geopolitical friction, including non-Russian oil producers and alternative energy firms that could see increased demand as nations seek more stable energy partners.

2

What You Need to Know

This collection focuses on energy market volatility driven by geopolitical risk. The US tariff threats on India over Russian oil purchases have caused oil prices to spike, demonstrating how sensitive energy markets are to supply disruptions. These stocks represent both traditional energy companies outside the dispute and alternative energy solutions that could accelerate as countries diversify their energy sources.

3

Why These Stocks

These assets were handpicked by professional analysts based on their potential to benefit from the current energy market shake-up. The selection includes oil and gas producers operating outside the US-India-Russia triangle, plus companies developing alternative energy solutions. Each represents a tactical approach to capitalising on both short-term price impacts and long-term shifts towards energy independence.

Why You'll Want to Watch These Stocks

Geopolitical Energy Opportunity

When major economies clash over oil supplies, smart investors position themselves with companies outside the conflict zone. This dispute could redirect billions in energy demand towards these carefully selected producers.

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Oil Price Momentum Building

The tariff threats have already caused oil prices to spike, showing how sensitive markets are to supply disruptions. This volatility creates profit opportunities for energy companies positioned in the right markets.

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Energy Independence Acceleration

Nations are scrambling to diversify their energy sources away from politically risky suppliers. This shift could supercharge demand for alternative energy solutions and reliable oil producers in this curated selection.

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

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