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15 handpicked stocks

Energy Supermajor Consolidation

This carefully selected group of stocks captures the ripple effects of Chevron's game-changing $53 billion Hess acquisition. Our professional analysts have identified companies positioned to benefit from this new wave of energy sector consolidation, from competing supermajors to specialized service providers crucial for developing offshore mega-projects.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 20

Top Picks from This Group

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

COP

ConocoPhillips

COP

Current price

$95.33

SLB

Schlumberger Limited

SLB

Current price

$32.99

EQNR

Equinor ASA

EQNR

Current price

$24.54

About This Group of Stocks

1

Our Expert Thinking

Chevron's landmark $53 billion Hess acquisition signals a strategic shift in the energy sector, highlighting the premium value of offshore assets like Guyana's Stabroek Block. This collection includes both energy giants pursuing scale and the specialized service providers essential for developing these complex offshore discoveries.

2

What You Need to Know

This group represents a tactical investment play on energy sector restructuring following Chevron's transformative deal. These companies stand to benefit from continued industry consolidation, operational synergies, and the growing importance of strategic offshore reserves in global energy supply.

3

Why These Stocks

These companies were specifically selected to capture different aspects of the energy consolidation trend. They include potential acquisition targets, competing supermajors repositioning themselves, and specialized service providers whose expertise is critical for developing complex offshore assets.

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

+133.99%

Group Performance Snapshot

133.99%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 133.99% over the next year.

11 of 14

Stocks Rated Buy by Analysts

11 of 14 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

🌊

The Offshore Gold Rush

Guyana's massive oil discoveries are driving unprecedented value for offshore assets. These companies are at the forefront of developing these strategic reserves that energy giants are willing to pay billions to access.

🔍

Who's Next on the Acquisition List?

With Chevron's successful $53 billion Hess takeover, industry experts are watching closely for the next major energy consolidation target. This portfolio includes companies that could be in the spotlight.

🛠️

The Hidden Heroes of Energy Mega-Projects

While supermajors get the headlines, specialized service providers are essential for developing complex offshore discoveries. This group includes the drilling, engineering, and logistical experts that make these mega-projects possible.

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