As the United Arab Emirates diversifies its economy for a post-oil future, the global shift towards cleaner energy sources like hydrogen and natural gas presents a significant strategic alignment. This basket provides exposure to this global trend through US and EU-listed companies leading in natural gas infrastructure, green hydrogen innovation, and carbon capture technologies.
Published on November 21
The UAE is actively diversifying beyond oil, creating massive opportunities for companies involved in hydrogen and gas infrastructure. These partnerships could drive significant growth as the region transforms its energy landscape.
Natural gas is the critical bridge fuel enabling the transition to renewables, whilst hydrogen represents the long-term clean energy solution. This dual approach positions these companies at the heart of a multi-decade transformation.
These aren't speculative plays - they're companies with established contracts and joint ventures with major UAE entities like ADNOC and Masdar, providing direct exposure to the region's energy transition investments.
The global energy landscape is transforming as nations like the UAE balance energy security with climate goals. This group captures the dual-track approach of using natural gas as a bridge fuel whilst investing in hydrogen and carbon capture for long-term decarbonisation. It's a pragmatic investment in the multi-decade energy transition.
These companies operate across the energy transition spectrum - from LNG infrastructure and industrial gases to green hydrogen production and carbon capture technology. Many have direct partnerships with UAE entities like ADNOC and Masdar, providing exposure to the region's strategic energy diversification efforts.
Each company was selected for its direct involvement in the UAE's energy transition strategy or its leadership in critical technologies like hydrogen production and carbon capture. These aren't random picks - they're companies with proven partnerships and contracts in the region's evolving energy landscape.
The basket's total market cap is 412,488.263. A few very large-cap stocks dominate the weighting, likely anchoring overall stability and performance.
LIN: $190.75B
EE: $3.03B
EQNR: $60.50B
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
Here are a few of the assets in this group. Create an account to unlock the full list.
LINDE PLC
LIN
Current Price
$490.16
Linde has a major joint venture, Linde-ADNOC Gas, supplying industrial gases for downstream operations in Abu Dhabi, directly supporting the United Ar...
Linde has a major joint venture, Linde-ADNOC Gas, supplying industrial gases for downstream operations in Abu Dhabi, directly supporting the United Arab Emirates' energy infrastructure.
EXCELERATE ENERGY INC
EE
Current Price
$38.99
Excelerate Energy operates the Jebel Ali LNG import terminal in Dubai and partners with ADNOC, providing critical FSRU infrastructure for the United A...
Excelerate Energy operates the Jebel Ali LNG import terminal in Dubai and partners with ADNOC, providing critical FSRU infrastructure for the United Arab Emirates' gas supply.
EQUINOR ASA SPON ADR EACH REP 1 ORD SHS
EQNR
Current Price
$41.52
Equinor has a strategic partnership with the UAE's Masdar to explore green hydrogen projects and a collaboration agreement with ADNOC on CCUS initiati...
Equinor has a strategic partnership with the UAE's Masdar to explore green hydrogen projects and a collaboration agreement with ADNOC on CCUS initiatives.
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7 of 8 assets in this group are rated Buy by professional analysts.
