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.
Published on October 17
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.
From production platforms to LNG carriers, these firms control the critical infrastructure that delivers cleaner energy to Brazil's growing economy.
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.
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.
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.
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.
Summary of market capitalisation for the specified basket, highlighting concentration and investor implications.
PBR: $72.50B
EE: $3.21B
NFE: $515.04M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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On average, analysts expect assets in this group to grow 544.88% over the next year.
4 of 7 assets in this group are rated Buy by professional analysts.
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:
+544.88%
