Basket cover image
15 handpicked stocks

European Energy Pivot

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.

stock
stock
stock
stock
stock
stock
stock
stock
stock
stock

+5

Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 14

Top Picks from This Group

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

LNG

Cheniere Energy, Inc.

LNG

Current price

$230.14

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.

EE

EXCELERATE ENERGY, INC.

EE

Current price

$23.94

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.

NFE

New Fortress Energy Inc.

NFE

Current price

$2.31

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.

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

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

+120.68%

Group Performance Snapshot

120.68%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 120.68% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 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

🔄

Energy Security Is the New Priority

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.

💰

Billions in New Infrastructure Spending

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.

🌊

Riding a Multi-Year Growth Wave

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.

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

View stocks
The Cybersecurity Consolidation Wave

The Cybersecurity Consolidation Wave

Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.

View stocks
American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

View stocks
View All

Frequently Asked Questions

Everything you need to know about the product and billing.