Natural Gas Pivot Investment Opportunity 2025
A recent report shows U.S. energy companies are reducing active oil rigs to the lowest level in years, signaling a slowdown in new drilling. This shift creates a potential investment opportunity among companies that support natural gas production and infrastructure, which are seeing continued investment.
Your Basket's Financial Footprint
This basket's total market capitalisation is $179.06B, concentrated in a few large-cap constituents. That large-cap dominance tends to produce a more stable, lower-volatility profile than baskets weighted to smaller, high-growth names.
- Large-cap dominance tends to reduce volatility and improve market-tracking, implying generally lower investment risk.
- Use this basket as a portfolio core holding for steady exposure, not a speculative, high-growth position.
- Expect steady, long-term value rather than explosive short-term gains; growth will generally be moderate.
NFG: $7.38B
NGS: $392.65M
NFE: $347.15M
- Other
About This Group of Stocks
Our Expert Thinking
U.S. energy companies are reducing oil rig activity to multi-year lows, signalling a strategic shift in the sector. While oil drilling slows, natural gas rigs are actually increasing, suggesting companies are pivoting toward gas production and infrastructure. This creates targeted opportunities for investors to benefit from this apparent sector rotation.
What You Need to Know
This group focuses on the natural gas value chain - from producers and pipeline operators to LNG exporters and storage facilities. These companies are positioned to benefit from continued investment in gas infrastructure while oil exploration moderates. The selection spans utilities, midstream operators, and specialised gas services companies.
Why These Stocks
Each company was handpicked by professional analysts for their direct exposure to natural gas production, transportation, or infrastructure. From major pipeline networks to LNG export facilities, these firms are integral to the gas supply chain and positioned to capitalise on the sector's strategic pivot away from oil drilling.
Why You'll Want to Watch These Stocks
Energy Sector Pivot in Motion
With oil rig counts at multi-year lows while natural gas activity increases, this sector shift is creating fresh opportunities for gas-focused companies.
Infrastructure Growth Story
From LNG export terminals to pipeline networks, these companies are building the infrastructure that powers America's natural gas future.
Professional Curation
Each stock was carefully selected by analysts for direct exposure to the natural gas value chain, from production to distribution.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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