This carefully selected group of stocks represents companies set to benefit from TotalEnergies' resumed $20 billion LNG project in Mozambique. Our professional analysts have identified key players across engineering, infrastructure, and shipping that are directly positioned to capitalize on this major energy development.
Published on July 15
After a four-year pause, this massive energy infrastructure project is restarting with substantial international backing. Companies throughout the supply chain could see new contracts worth millions or even billions.
Global demand for cleaner energy continues to grow, making large-scale LNG projects increasingly valuable. The companies in this collection are positioned at the forefront of this long-term trend.
While everyone knows about TotalEnergies, many smaller specialized companies in engineering, equipment, and transportation are flying under the radar despite their essential roles in bringing this project to life.
TotalEnergies' decision to restart its massive LNG project in Mozambique creates a ripple effect of opportunities across the entire energy value chain. With $20 billion in investment flowing back into the project after a four-year pause, companies involved in construction, specialized equipment, and transportation are positioned for potential new contracts and revenue streams.
This investment theme focuses on a specific event—the revival of a major energy infrastructure project backed by improved security and international financing. Companies in this collection span the LNG ecosystem, from project operators to engineering firms and specialized shipping services, offering exposure to different aspects of this development.
These companies were selected based on their direct relevance to the Mozambique LNG project's needs and potential to benefit from its resumption. The collection includes the primary project operator, engineering and construction contractors, specialized equipment providers, and companies supporting the transportation and logistics infrastructure.
Summary of market capitalisation and investor takeaways for the Mozambique LNG Revival basket.
FLUX: $104.21M
KBR: $5.73B
GLNG: $3.90B
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.
TOTALENERGIES SE
TTE
Current Price
$90.23
As the primary operator of the Mozambique LNG project, this energy major is the most direct beneficiary of its resumption. The project's success is ce...
As the primary operator of the Mozambique LNG project, this energy major is the most direct beneficiary of its resumption. The project's success is central to its growth strategy in the LNG market.
FLUX POWER HOLDINGS INC
FLUX
Current Price
$0.73
Specializing in advanced energy storage solutions, this company could see demand for its power management technologies in supporting the massive energ...
Specializing in advanced energy storage solutions, this company could see demand for its power management technologies in supporting the massive energy needs of the LNG facility and related infrastructure.
KBR
KBR
Current Price
$38.16
With a strong track record in delivering large-scale energy projects, including LNG facilities, this engineering and construction firm is a potential ...
With a strong track record in delivering large-scale energy projects, including LNG facilities, this engineering and construction firm is a potential contender for significant contracts related to the project's execution.
On average, analysts expect assets in this group to grow 151.14% over the next year.
8 of 9 assets in this group are rated Buy by professional analysts.
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:
+151.14%
