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15 handpicked stocks

Fueling Profits: Beneficiaries Of OPEC+ Production Policy

OPEC+ is expected to maintain its policy of gradually increasing oil production, aiming to stabilize global energy markets. This could lead to moderated fuel costs, creating a potential advantage for companies in sectors like transportation and manufacturing where fuel is a major expense.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 25

Top Picks from This Group

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

UNP

Union Pacific Corporation

UNP

Current price

$220.78

VLO

Valero Energy Corp.

VLO

Current price

$136.80

PBF

PBF Energy Inc.

PBF

Current price

$23.29

About This Group of Stocks

1

Our Expert Thinking

OPEC+ is maintaining its gradual oil production increases to stabilize global energy markets. This strategic approach could lead to more predictable and potentially lower fuel costs, creating opportunities for companies where energy is a major operational expense.

2

What You Need to Know

This group focuses on fuel-intensive sectors like transportation, logistics, and energy infrastructure. These companies could see improved profit margins as moderated fuel prices reduce their operational costs, making this a tactical play on global energy policy.

3

Why These Stocks

Each company was handpicked by professional analysts based on their direct exposure to fuel costs. From refiners and pipeline operators to logistics companies, these businesses are positioned to benefit when energy expenses moderate.

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

+114.53%

Group Performance Snapshot

114.53%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 114.53% over the next year.

11 of 15

Stocks Rated Buy by Analysts

11 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 Cost Relief

As OPEC+ stabilizes oil production, these companies could see their biggest expense category become more predictable and potentially cheaper.

📈

Margin Expansion Opportunity

Lower fuel costs flow directly to the bottom line for transportation and logistics companies, potentially boosting profit margins significantly.

🎯

Strategic Timing Play

This group captures companies positioned at the right place and time to benefit from global energy policy shifts that could reshape cost structures.

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