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17 handpicked stocks

U.S. Energy's Great Gas Pivot

U.S. energy companies are cutting oil rigs while increasing natural gas drilling, signaling a key strategic shift in the sector. This pivot creates an investment opportunity in natural gas producers and the service companies that enable more efficient drilling.

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Han Tan | Market Analyst

Updated 1 day ago | Published at July 26

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

BKR

Baker Hughes Company

BKR

Current price

$42.80

NGS

Natural Gas Services Group Inc

NGS

Current price

$18.94

USEG

US Energy Corp

USEG

Current price

$1.10

About This Group of Stocks

1

Our Expert Thinking

U.S. energy companies are making a strategic shift away from oil drilling toward natural gas production. This pivot is driven by volatile oil markets and more stable natural gas fundamentals, creating opportunities for companies positioned to benefit from this capital reallocation across the energy sector.

2

What You Need to Know

This group includes both major natural gas producers leading the charge and essential service companies that provide the specialized equipment and infrastructure needed for efficient gas exploration. The shift represents a significant change in how energy companies are deploying their capital and resources.

3

Why These Stocks

These companies were handpicked by professional analysts based on their strategic positioning in the natural gas pivot. They include firms with expertise in gas exploration, production efficiency, pipeline transport, and the specialized services that enable this industry transformation.

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:

$1,000.00

+68.67%

Group Performance Snapshot

68.67%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 68.67% over the next year.

15 of 17

Stocks Rated Buy by Analysts

15 of 17 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔄

Industry Transformation Underway

A major strategic shift is happening right now as energy companies pivot from oil to natural gas drilling. This kind of sector-wide transformation often creates significant opportunities for investors who position themselves early.

📈

Capital Flowing to Gas

With oil rigs at multi-year lows and gas rigs surging to nearly two-year highs, billions in capital are being reallocated. Companies positioned to benefit from this trend could see substantial growth as the pivot accelerates.

Expert-Selected Opportunities

These aren't random energy stocks - they're carefully chosen companies that analysts believe are best positioned to capitalize on the gas pivot. From major producers to specialized service providers, each plays a key role in this transformation.

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