• 5 min read
• Published on 25 July 2025
Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
Here we go again. The grand puppeteers at OPEC+ have pulled their familiar levers, signalling a boost in oil production just in time for the summer holidays. The headlines will scream about petrol prices and geopolitical chess, and speculators will place their bets on the wild gyrations of a barrel of crude. To me, that all feels a bit like a trip to the casino. I prefer to look at the house, the establishment that gets paid regardless of who wins or loses at the table.
In the world of energy, the house is the midstream sector. It’s not a glamorous business, I’ll grant you that. These companies don’t drill the wells or pump the petrol. They are the plumbers, the tollbooth operators, the landlords of the entire operation. They own the vast, unsexy network of pipelines, storage tanks, and processing facilities that are utterly essential for moving oil and gas from where it’s found to where it’s needed.
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
What I find so compelling about these companies is their business model. It’s beautifully, wonderfully dull. Most of them don’t really care if oil is trading at seventy or ninety dollars. Their revenue is largely tied to volume. They charge a fee for every barrel that flows through their pipes, a bit like a motorway toll. When OPEC+ turns up the production, it’s like rush hour traffic suddenly getting heavier. More volume means more tolls, which could translate into more predictable cash flow.
This insulates them, to a degree, from the commodity price rollercoaster that gives producers and their investors sleepless nights. While others are frantically checking market tickers, the midstream operators are just watching the meters tick over. It’s a pragmatic approach in a notoriously volatile industry, focusing on the movement of the product rather than its price.
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
This isn't a sector for plucky upstarts. The barriers to entry are colossal. You can’t just decide to build a thousand-mile pipeline tomorrow. It requires eye-watering capital, a labyrinth of regulatory approvals, and decades of expertise. This has allowed giants like Enbridge and Enterprise Products Partners to build what are essentially regional monopolies. They own the critical arteries of the energy economy.
It’s this collection of established players, the ones who own the indispensable infrastructure, that forms the core of an investment theme like the Riding The OPEC+ Wave basket. The logic is that as more oil flows to meet summer demand, these are the companies that could stand to benefit from the increased traffic on their networks.
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
Of course, no investment is a sure thing. There are risks here, and it would be foolish to ignore them. These companies face constant regulatory scrutiny and the ever-present threat of environmental incidents. And then there’s the big one, the slow but steady march towards a greener future. The long term transition away from fossil fuels is a genuine headwind.
However, I tend to be a pragmatist. That transition is a marathon, not a sprint. The world is likely to need a significant amount of oil and gas for decades to come, and as long as it does, it will need the infrastructure to move it. For now, the immediate dynamics of supply and demand present an interesting scenario. While the future may be electric, today’s economy still runs on oil, and someone has to own the pipes.
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
View the full Basket:Riding The OPEC+ Wave: Midstream Energy Plays
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article