ស្តុកចំនួន 12 នៅក្នុងថាមពលស្អាត ឥន្ធនៈហ្វូស៊ីល និងអ៊ុយរ៉ាញ៉ូម រំពឹងថានឹងបន្តកើនឡើងរហូតដល់ 79% ពីទីនេះ

It is obvious that long-term solutions to the world’s energy problems, encompassing rising demand, the supply problem and the movement toward green energy, cannot be planned for in a simple way.

Countries need to take a piecemeal approach to pursuing and developing any and all alternative sources, while maintaining and growing fossil-fuel sources and supplies and not being so quick to give up on nuclear energy as Germany had planned to do before Russia invaded Ukraine.

Now that investors realize they have no idea how this multi-decade story may play out, the day-to-day action is unpredictable and can be breathtaking.

Here’s how wild price movements were on one day — March 8:

• The iShares Global Clean Energy ETF
  អាយស៊ីអិលអិន,
  + 0.28%
  rose as much as 8.5% and closed with a 6.9% gain. The exchange traded fund holds 75 stocks worldwide.

• iShares Global Energy ETF
  IXC,
  -2.32​%
  was down as much as 0.7%, up as much as 4% and closed with a 1.2% gain. IXC holds 47 stocks in the U.S., Western Europe, Latin America and Australia, including all companies in the S&P 500
  SPX,
  + 2.57%
  វិស័យថាមពល។

• The North Shore Global Uranium Mining ETF
  URNM,
  + 6.60%
  rose as much as 8.6% before closing with an advance of 6.7%. The fund holds shares of 34 companies — mostly in Canada, but also in Kazakhstan, the U.K., U.S., Australia, China and Spain.

There’s no way to predict daily volatility, but the oil action points to a cushion for investors. Here’s a 10-year chart showing price movement for continuous front-month contracts
CL១៥០,
-0.83​%
for West Texas Intermediate crude oil
CL.1,
-0.83​%
through March 8:

WTI is now higher than it was before oil prices began their long decline in 2014, as expanded U.S. shale oil production altered the global supply-and-demand balance. The bounce-back from the doldrums of the pandemic in 2020, when low demand meant buyers temporarily had nowhere to store oil and the front-month contract prices actually dropped below zero momentarily, now seems to be ancient history.

During an interview on Feb. 28, Sam Peters of ClearBridge Investments said that even if oil prices were to settle into a range of $75 to $80 a barrel, “you would get very high free cash flows in most of the U.S. energy production companies.” And that means benefits to investors, including rising dividends and share buybacks. You can read more of his comments here.

Screen of clean energy, fossil-fuel and uranium stocks

With all forms of energy in play, it might be useful for investors to see a list of stocks that are most favored by analysts for gains over the next year. To do this, we combined the holdings lists for the iShares Global Clean Energy ETF
អាយស៊ីអិលអិន,
+ 0.28%,
the iShares Global Energy ETF
IXC,
-2.32​%
and the North Shore Global Uranium Mining ETF
URNM,
+ 6.60%.

With one duplicate removed (because Cameco Corp.
bcc,
+ 6.22%

CCJ,
+ 6.96%
of Canada is held by IXC and URNM), our initial list included 155 companies. We pared the list to 92 covered by at least nine analysts polled by FactSet.

Among the 92 stocks, 24 are rated “buy” or the equivalent by at least 75% of the analysts. Some of the favored stocks have increased so much that they are now ahead of their consensus 12-month price targets. For example, shares of Schlumberger NV
អេសអិលប៊ី
-5.59​%
rose 7.1% on March 8 to close at $45.08 — above the consensus price target of $44.50.

Among the screened energy companies with at least 75% “buy” ratings, here are the 12 that analysts expect to rise at least 15% over the next year. Share prices and targets are in local currencies where the stocks are listed.

ក្រុមហ៊ុន	Ticker	ប្រទេស	ឧស្សាហកម្ម	ចែករំលែកការទិញ "ទិញ"	តម្លៃបិទ - ថ្ងៃទី 8 ខែមីនា	គោលដៅតម្លៃឯកភាព	អនុវត្តសក្តានុពលចិត្តសប្បុរសដោយអាស្រ័យរយៈពេល 12 ខែ
Sunnova Energy International Inc.	NOVA, + 1.44%	សហរដ្ឋ​អាម៉េរិក	Residential Solar	100%	24.29	43.59	79%
ក្រុមហ៊ុន Green Plains Inc.	GPRE, + 3.56%	សហរដ្ឋ​អាម៉េរិក	អេតាណុល	100%	31.48	48.82	55%
Xinyi Energy Holdings Ltd.	3868, + 1.93%	ប្រទេស​ចិន	កសិដ្ឋានថាមពលព្រះអាទិត្យ	100%	3.97	5.84	47%
NexGen Energy Ltd.	NXE, + 6.69%	ប្រទេស​កាណាដា	អ៊ុយរ៉ាញ៉ូម	100%	6.88	9.64	40%
Flat Glass Group Co. Ltd. Class H	6865, + 3.86%	ប្រទេស​ចិន	Photovoltaic Glass	86%	31.85	44.53	40%
EDP-Energias de Portugal S.A.	edp, + 3.28%	ប្រទេស​ព័រទុយហ្គាល់	ឧបករណ៍ប្រើប្រាស់អគ្គិសនី	90%	4.27	5.57	31%
Hanwha Solutions Corp.	009830, + 0.14%	កូរ៉េខាងត្បូង	គីមី	92%	35,400.00	45,833.33	29%
សែលភីអិលស៊ី	SHEL, -1.72​%	ចក្រភពអង់គ្លេស	ប្រេងចម្រុះ	81%	20.40	25.28	24%
Eneos Holdings Inc.	5020, + 1.59%	ប្រទេស​ជប៉ុន	ការចម្រាញ់ប្រេង / ទីផ្សារ	78%	448.20	545.33	22%
ហ្វីលីព 66	PSX, -5.88​%	សហរដ្ឋ​អាម៉េរិក	ការចម្រាញ់ប្រេង / ទីផ្សារ	79%	84.31	99.94	19%
ក្រុមហ៊ុន Diamondback Energy Inc.	ហ្វាង -3.27​%	សហរដ្ឋ​អាម៉េរិក	ផលិតកម្មប្រេងនិងហ្គាស	85%	134.44	155.61	16%
ក្រុមហ៊ុន Cenovus Energy Inc.	CVE, -5.01​%	ប្រទេស​កាណាដា	ប្រេងចម្រុះ	100%	21.37	24.56	15%
ប្រភព: FactSet

អ្នកអាចចុចលើធីកសម្រាប់ព័ត៌មានបន្ថែមអំពីក្រុមហ៊ុននីមួយៗ។

សូមចុចទីនេះ មគ្គុទ្ទេសក៍លម្អិតរបស់ Tomi Kilgore ចំពោះទ្រព្យសម្បត្តិនៃព័ត៌មានដែលអាចរកបានដោយឥតគិតថ្លៃនៅលើទំព័រសម្រង់ MarketWatch ។

For some of the companies above for which the ETFs’ holdings are listed on non-U.S. exchanges, there are also U.S. listings or American depositary receipts (ADR) listed on U.S. exchanges:

• NextGen Energy Ltd.
  NXE,
  + 6.92%
• EDP-Energias de Portugal S.A. ADR
  EDPFY,
  + 4.03%
• សែលភីអិលស៊ី
  SHEL,
  -2.32​%
• Eneos Holdings Inc.
  JXHLY,
  + 0.57%
• ក្រុមហ៊ុន Cenovus Energy Inc.
  CVE,
  -4.35​%

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