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8 handpicked stocks

UAE Energy Strategy (Natural Gas & Hydrogen Technologies)

As the United Arab Emirates diversifies its economy for a post-oil future, the global shift towards cleaner energy sources like hydrogen and natural gas presents a significant strategic alignment. This basket provides exposure to this global trend through US and EU-listed companies leading in natural gas infrastructure, green hydrogen innovation, and carbon capture technologies.

Author avatar

Han Tan | Market Analyst

Published on November 21

Your Basket's Financial Footprint

The basket's total market cap is 412,488.263. A few very large-cap stocks dominate the weighting, likely anchoring overall stability and performance.

Key Takeaways for Investors:
  • Large-cap dominance implies generally lower volatility and performance that tracks broad market trends rather than niche high-growth moves.
  • Treat the basket as a potential core holding for diversification, not a speculative, high-risk growth play.
  • Expect steady, long-term value appreciation generally, rather than rapid, short-term explosive gains.
Total Market Cap
  • LIN: $190.75B

  • EE: $3.03B

  • EQNR: $60.50B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The global energy landscape is transforming as nations like the UAE balance energy security with climate goals. This group captures the dual-track approach of using natural gas as a bridge fuel whilst investing in hydrogen and carbon capture for long-term decarbonisation. It's a pragmatic investment in the multi-decade energy transition.

2

What You Need to Know

These companies operate across the energy transition spectrum - from LNG infrastructure and industrial gases to green hydrogen production and carbon capture technology. Many have direct partnerships with UAE entities like ADNOC and Masdar, providing exposure to the region's strategic energy diversification efforts.

3

Why These Stocks

Each company was selected for its direct involvement in the UAE's energy transition strategy or its leadership in critical technologies like hydrogen production and carbon capture. These aren't random picks - they're companies with proven partnerships and contracts in the region's evolving energy landscape.

Why You'll Want to Watch These Stocks

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UAE's Strategic Pivot

The UAE is actively diversifying beyond oil, creating massive opportunities for companies involved in hydrogen and gas infrastructure. These partnerships could drive significant growth as the region transforms its energy landscape.

Bridge to the Future

Natural gas is the critical bridge fuel enabling the transition to renewables, whilst hydrogen represents the long-term clean energy solution. This dual approach positions these companies at the heart of a multi-decade transformation.

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Proven Partnerships

These aren't speculative plays - they're companies with established contracts and joint ventures with major UAE entities like ADNOC and Masdar, providing direct exposure to the region's energy transition investments.

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

Read Full Insight

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