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16 handpicked stocks

Riding The OPEC+ Wave: Midstream Energy Plays

OPEC+ is moving forward with its plan to increase oil production to meet summer demand. This creates an opportunity for companies that transport, store, and process the additional crude oil and natural gas.

Author avatar

Han Tan | Market Analyst

Published on July 25

Your Basket's Financial Footprint

Total market capitalisation and breakdown for a midstream energy-focused stock basket.

Key Takeaways for Investors:
  • Large-cap dominance implies generally lower volatility, likely providing more stable returns than small-cap energy peers.
  • Treat this basket as a core portfolio holding for steady income and sector exposure, not a speculative trade.
  • Expect moderate long-term growth and income; unlikely to deliver explosive short-term gains.
Total Market Cap
  • ENB: $103.11B

  • EPD: $66.60B

  • OKE: $43.42B

  • Other

About This Group of Stocks

1

Our Expert Thinking

OPEC+ has confirmed plans to increase oil production to meet summer demand, creating a direct opportunity for midstream energy companies. These businesses operate the essential infrastructure that transports, stores, and processes oil and gas. When production increases, these companies see higher volumes flowing through their pipelines and facilities, potentially boosting their earnings from increased throughput.

2

What You Need to Know

This group focuses on midstream energy companies that own critical infrastructure like pipelines, storage terminals, and processing facilities. These businesses generate revenue based on the volume of product they handle, making them well-positioned to benefit from increased oil production. They typically have stable, fee-based business models that can provide steady returns during periods of higher energy activity.

3

Why These Stocks

These specific companies were handpicked by professional analysts for their strategic positioning in the midstream energy sector. Each operates essential infrastructure that will likely see increased utilization as OPEC+ ramps up production. The selection focuses on companies with strong operational capabilities and the capacity to handle higher volumes of oil and gas flowing through global supply chains.

Why You'll Want to Watch These Stocks

🛢️

OPEC+ Production Surge

With OPEC+ confirming increased oil production for summer demand, these midstream companies are positioned to handle higher volumes flowing through their infrastructure. More oil means more business for pipeline and storage operators.

📈

Infrastructure Advantage

These companies own the essential pipelines, terminals, and processing facilities that oil must pass through. As production ramps up, their fee-based revenue models could see direct benefits from increased throughput and utilization.

Summer Demand Catalyst

The timing aligns perfectly with peak summer driving season and energy demand. This creates a potential double benefit as both production increases and seasonal consumption patterns support higher activity levels across the energy supply chain.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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