A recent report shows U.S. energy companies are reducing active oil rigs to the lowest level in years, signaling a slowdown in new drilling. This shift creates a potential investment opportunity among companies that support natural gas production and infrastructure, which are seeing continued investment.
Published on November 27
With oil rig counts at multi-year lows while natural gas activity increases, this sector shift is creating fresh opportunities for gas-focused companies.
From LNG export terminals to pipeline networks, these companies are building the infrastructure that powers America's natural gas future.
Each stock was carefully selected by analysts for direct exposure to the natural gas value chain, from production to distribution.
U.S. energy companies are reducing oil rig activity to multi-year lows, signalling a strategic shift in the sector. While oil drilling slows, natural gas rigs are actually increasing, suggesting companies are pivoting toward gas production and infrastructure. This creates targeted opportunities for investors to benefit from this apparent sector rotation.
This group focuses on the natural gas value chain - from producers and pipeline operators to LNG exporters and storage facilities. These companies are positioned to benefit from continued investment in gas infrastructure while oil exploration moderates. The selection spans utilities, midstream operators, and specialised gas services companies.
Each company was handpicked by professional analysts for their direct exposure to natural gas production, transportation, or infrastructure. From major pipeline networks to LNG export facilities, these firms are integral to the gas supply chain and positioned to capitalise on the sector's strategic pivot away from oil drilling.
This basket's total market capitalisation is $179.06B, concentrated in a few large-cap constituents. That large-cap dominance tends to produce a more stable, lower-volatility profile than baskets weighted to smaller, high-growth names.
NFG: $7.38B
NGS: $392.65M
NFE: $347.15M
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.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+199.84%
On average, analysts expect assets in this group to grow 199.84% over the next year.
15 of 18 assets in this group are rated Buy by professional analysts.
