Brazil Energy Transition: What's Next for Natural Gas?
Brazil is expanding its use of natural gas and LNG to ensure energy security and support its shift to cleaner power sources. This basket offers exposure to the global US/EU-listed companies that produce, transport, and process the natural gas vital to this transition.
Your Basket's Financial Footprint
Summary of market capitalisation for the specified basket, highlighting concentration and investor implications.
- Large-cap dominance generally implies lower volatility and returns aligned with broad market movements, reducing idiosyncratic risk.
- Suitable as a core holding for diversified portfolios, not a short‑term speculative position.
- Expect steady, long‑term value growth rather than rapid, short‑term gains; outcomes are not guaranteed.
PBR: $72.50B
EE: $3.21B
NFE: $515.04M
- Other
About This Group of Stocks
Our Expert Thinking
Brazil's energy transition requires reliable bridge fuels to complement renewable sources and ensure grid stability. Natural gas and LNG serve as cleaner alternatives to coal and heavy fuel oil, creating investment opportunities across the global supply chain that supports Brazil's decarbonisation goals.
What You Need to Know
This group focuses on US and European-listed companies that form the backbone of the global LNG infrastructure. These firms span the entire value chain from production and shipping to regasification terminals, providing essential services for Brazil's growing gas demand.
Why These Stocks
These companies were selected for their critical roles in the LNG supply chain serving Brazil's energy transition. They include major energy producers, specialised LNG shipping operators, and infrastructure companies that enable the reliable delivery of cleaner energy to South America's largest economy.
Why You'll Want to Watch These Stocks
Energy Security Momentum
Brazil's strategic shift towards gas as a bridge fuel is creating unprecedented demand for LNG infrastructure. These companies are positioned at the heart of this energy transformation.
Global Supply Chain Leaders
From production platforms to LNG carriers, these firms control the critical infrastructure that delivers cleaner energy to Brazil's growing economy.
Decarbonisation Enablers
As Brazil moves away from coal and heavy fuel oil, these companies provide the essential bridge fuels that support grid stability whilst enabling the transition to renewables.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Streaming Consolidation (Netflix WBD Merger)
Netflix's proposed $72 billion acquisition of Warner Bros. Discovery signals a new era of massive consolidation in the entertainment sector. This theme focuses on other major media companies and content libraries that may now become attractive M&A targets as rivals race to compete at scale.
Oracle AI Data Centers Explained | $300B Project
Oracle's massive $300 billion data center project for OpenAI highlights the intense demand for physical AI infrastructure. This theme invests in the "picks and shovels" companies providing essential components like power management, cooling systems, and high-speed networking required for this construction boom.
Personal Care Stocks | Talc Lawsuit Impact on Market
A jury has ordered Johnson & Johnson to pay $40 million in a lawsuit linking its talc-based powder to ovarian cancer, adding to its significant legal challenges. This ongoing litigation creates an opportunity for competitors offering safer, talc-free personal care alternatives to gain market share.