Natural Gas Drilling Revival Play
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.
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About This Group of Stocks
Our Expert Thinking
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.
What You Need to Know
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.
Why These Stocks
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.
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:
+53.18%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 53.18% over the next year.
Stocks Rated Buy by Analysts
13 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Riding the Reversal Wave
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.
Early Indicator Advantage
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.
Full Value Chain Exposure
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.
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