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16 handpicked stocks

OPEC+ Opens The Taps: Fuel-Intensive Stocks

OPEC+ is expected to increase oil production, potentially leading to a global supply surplus and lower crude prices. This creates a favorable environment for industries reliant on fuel, such as airlines and shipping, which could see improved profitability.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at Aug 2

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

SNCY

Sun Country Airlines Holdings, Inc.

SNCY

Current price

$10.31

RYAAY

Ryanair Holdings plc

RYAAY

Current price

$62.12

SFL

Ship Finance International Limited

SFL

Current price

$8.98

About This Group of Stocks

1

Our Expert Thinking

Eight OPEC+ countries are increasing oil production by 548,000 barrels per day, creating a supply surplus that should push crude prices lower. This presents a clear opportunity for fuel-intensive industries like airlines, shipping, and logistics to see their operating costs drop significantly, potentially boosting their profit margins.

2

What You Need to Know

This group focuses on companies where fuel represents a major portion of operating expenses. When oil prices fall, these businesses can see immediate improvements in profitability. The theme is designed as a tactical play to capture the benefits of lower energy costs across multiple fuel-dependent sectors.

3

Why These Stocks

These stocks were handpicked by professional analysts specifically for their exposure to fuel costs and potential to benefit from OPEC+'s production increase. Each company operates in sectors where lower oil prices can directly translate to improved earnings and wider profit margins.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+86.20%

Group Performance Snapshot

86.2%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 86.2% over the next year.

14 of 15

Stocks Rated Buy by Analysts

14 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

Fuel Cost Relief Coming

With OPEC+ opening the taps, these companies could see their biggest expense drop significantly. Lower fuel costs mean fatter profit margins for airlines, shipping companies, and logistics firms.

📈

Immediate Impact Potential

Unlike many investment themes that take time to play out, fuel cost changes hit company bottom lines quickly. These stocks are positioned to benefit as soon as oil prices start falling.

🎯

Expert-Selected Opportunities

Professional analysts handpicked these stocks specifically for their fuel sensitivity and potential to capitalise on OPEC+'s production boost. Each company stands to gain from lower energy costs.

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