This carefully selected group of stocks represents companies at the forefront of Europe's urgent shift toward energy independence. Handpicked by our analysts, these firms are positioned to benefit from the massive investment in LNG infrastructure and renewable energy as Europe reduces its reliance on Russian gas.
Published on July 14
Russia's pipeline sabotage has accelerated Europe's urgent transition to new energy suppliers. These companies are providing immediate solutions in a market where demand is now non-negotiable.
Europe is fast-tracking massive investments in LNG terminals, shipping, and renewable energy. The companies in this group are at the forefront of capturing this historic capital deployment.
Energy independence isn't achieved overnight. These companies are positioned for potential long-term growth as Europe's energy transition unfolds over many years, not just quarters.
The recent sabotage of a Russian gas pipeline has accelerated Europe's urgent need for energy independence. This creates a multi-year investment opportunity as billions flow into building new LNG terminals, expanding shipping fleets, and developing renewable energy. These companies represent the entire value chain of this structural shift.
This investment theme is driven by non-discretionary spending as European nations prioritize energy security above all else. The companies included span the full energy transition spectrum from gas production and LNG export facilities to transportation networks and renewable development.
We've selected companies strategically positioned across the entire energy supply chain - from U.S. LNG exporters to specialized shipping firms and infrastructure developers. Each plays a critical role in Europe's energy pivot, with potential for sustained growth as this transition accelerates.
Summary of market capitalisation for the 'European Energy Pivot' basket and key investor takeaways.
LNG: $48.84B
EE: $3.11B
NFE: $537.80M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
CHENIERE ENERGY INC
LNG
Current Price
$273.33
As a leading U.S. exporter of liquefied natural gas, Cheniere is perfectly positioned to supply Europe as it urgently seeks alternatives to Russian pi...
As a leading U.S. exporter of liquefied natural gas, Cheniere is perfectly positioned to supply Europe as it urgently seeks alternatives to Russian pipeline gas.
EXCELERATE ENERGY INC
EE
Current Price
$37.59
Excelerate Energy's specialization in floating LNG terminals (FSRUs) offers a rapid solution for European nations needing to quickly establish or expa...
Excelerate Energy's specialization in floating LNG terminals (FSRUs) offers a rapid solution for European nations needing to quickly establish or expand their import capacity.
NEW FORTRESS ENERGY INC
NFE
Current Price
$0.30
New Fortress Energy develops global LNG infrastructure, making it a key player in building the new terminals and pipelines Europe requires for its ene...
New Fortress Energy develops global LNG infrastructure, making it a key player in building the new terminals and pipelines Europe requires for its energy pivot.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+229.09%
On average, analysts expect assets in this group to grow 229.09% over the next year.
9 of 15 assets in this group are rated Buy by professional analysts.
