Geopolitical tensions between the U.S. and Iran have pushed oil prices to new highs, creating significant market volatility. This theme identifies companies in the energy sector, particularly those involved in production and transportation outside of the conflict region, that are positioned to benefit from supply uncertainties and price fluctuations.
Published on February 5
Geopolitical tensions are driving oil prices to new highs, creating significant profit potential for energy companies positioned outside conflict zones.
As Middle East supply routes face uncertainty, North American producers and alternative transportation networks become increasingly valuable to global markets.
These aren't random energy picks - our analysts have identified companies strategically positioned to benefit from current market volatility and higher energy prices.
Geopolitical tensions in the Middle East are creating significant volatility in global energy markets. This presents opportunities for energy companies operating outside conflict zones who may benefit from higher oil prices and supply chain disruptions. Our analysts have identified companies positioned to capitalise on these market dynamics.
This group includes oil producers concentrated in North America, pipeline operators managing critical transportation infrastructure, and oilfield services companies. These businesses are generally insulated from direct conflict whilst potentially benefiting from increased global energy prices and demand for alternative supply routes.
These companies were handpicked by professional analysts based on their strategic positioning during periods of energy market volatility. They include producers with stable operations, midstream operators with essential infrastructure, and service companies that benefit from increased drilling activity when oil prices rise.
Total market capitalisation is $12.00B. The basket is heavily anchored by a few very large constituents, which generally suggests lower volatility and a concentrated large-cap profile.
RIG: $5.88B
NE: $6.11B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
TRANSOCEAN LIMITED
RIG
Current Price
$5.62
As a provider of offshore contract drilling services, the company sees increased demand for its rigs as higher oil prices incentivise new exploration ...
As a provider of offshore contract drilling services, the company sees increased demand for its rigs as higher oil prices incentivise new exploration projects.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitiv Ltd.
If you invested across these assets:
In 12 months it might be worth:
+16.07%
On average, analysts expect assets in this group to grow 16.07% over the next year.
2 of 2 assets in this group are rated Buy by professional analysts.
