A carefully selected group of stocks poised to benefit from the recent upturn in U.S. natural gas drilling activity. Our professional analysts have identified companies across the entire natural gas value chain that could see improved performance as drilling rebounds for the first time in twelve weeks.
Published on July 20
After twelve straight weeks of declining rig counts, the natural gas sector is showing signs of a comeback. This could be your chance to get in at what might be the bottom of the cycle.
Drilling activity is a leading indicator of future energy production. By investing now, you could position yourself ahead of broader market recognition of this trend shift.
This collection offers exposure to every segment of the natural gas industry, from exploration companies finding the gas to midstream operators moving it to market. It's comprehensive coverage in a single investment theme.
This collection targets companies benefiting from renewed natural gas drilling, with rig counts at their highest since March 2024. The increase signals a potential bottom in the drilling downturn and shifting capital allocation toward natural gas assets, creating opportunities across the entire value chain.
Drilling activity serves as a leading indicator of future production. This theme offers exposure to companies that may see improved utilization rates, pricing power, and cash flow generation as activity levels normalize after twelve weeks of decline.
These companies were specifically chosen to capture different segments of the natural gas industry: exploration and production companies with key basin assets, service providers offering essential drilling capabilities, and midstream operators that handle transportation infrastructure.
Summary and investor takeaways for a basket focused on natural gas drilling-related companies, based on provided market capitalisation data.
EQT: $34.77B
LNG: $48.84B
RRC: $8.76B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+6
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.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
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:
+0.57%
On average, analysts expect assets in this group to grow 0.57% over the next year.
11 of 16 assets in this group are rated Buy by professional analysts.
