Three Stocks That Could Rise Amid Geopolitical Instability and Energy Shifts
As the world faces an unprecedented confluence of geopolitical crises, economic volatility, and the growing need for energy security, several stocks that have been flying under the radar may be positioned to rise significantly in this uncertain environment. Whether it’s the ongoing conflict between Israel and Hamas, the war in Ukraine, or the global drive toward renewable energy, these macroeconomic trends are reshaping markets—and certain companies stand to benefit from these shifts.
Let’s take a closer look at three stocks that could rise in the current landscape and why investors should be paying attention.
1. Transocean Ltd. (RIG) – Capitalizing on Energy Market Volatility
With oil markets in turmoil due to the ongoing war in the Middle East, energy security has become a pressing concern for countries worldwide. As instability grows in key oil-producing regions, countries are seeking more reliable energy sources—and this is where Transocean Ltd. (RIG) comes into play.
Transocean, a leader in offshore drilling, has the unique advantage of operating in deepwater locations far removed from the geopolitical flashpoints affecting global oil supply. As oil prices have spiked due to uncertainties in the Middle East, Transocean’s services have become increasingly valuable. The company’s revenue has rebounded significantly, and with oil prices likely to remain high amid global supply disruptions, Transocean is positioned to thrive.
Why pay attention: As countries diversify their energy supplies, Transocean’s offshore drilling capabilities could make it a key player in the future of energy production. The stock, currently trading between $4 and $5 per share, could see significant gains as the demand for secure energy sources rises.
2. Sibanye Stillwater Ltd. (SBSW) – A Safe-Haven in Precious Metals
In times of geopolitical instability and rising inflation, investors often turn to gold and other precious metals as safe-haven assets. The ongoing conflicts in Israel and Ukraine, combined with fears of global inflation, have driven up the demand for gold—and Sibanye Stillwater Ltd. (SBSW) is uniquely positioned to capitalize on this trend.
Sibanye Stillwater is a major producer of both gold and platinum group metals (PGMs), which are critical for industrial and clean energy applications. As gold prices have surged, Sibanye Stillwater’s gold mining operations have seen increased profitability. Additionally, the company’s production of PGMs positions it to benefit from the growing demand for electric vehicles (EVs) and renewable energy technologies that rely on these metals.
Why pay attention: With gold expected to remain in high demand amid global uncertainty, and as industries ramp up their transition to clean energy, Sibanye Stillwater’s diversified portfolio could make it an attractive investment. The stock is currently trading under $4, presenting a potential opportunity for significant upside as global demand for precious metals continues to grow.
3. Enel Chile SA (ENIC) – Powering the Renewable Energy Revolution
As the world shifts toward renewable energy in response to climate change and energy security concerns, Enel Chile SA (ENIC) stands out as a key player in this transition. Operating in one of the most renewable-friendly regions in the world, Enel Chile is a leader in solar and hydroelectric power production.
The ongoing war in the Middle East has underscored the need for countries to reduce their reliance on fossil fuels. As global efforts to decarbonize accelerate, companies like Enel Chile, which is expanding its renewable capacity, are poised to benefit. Moreover, Chile is home to large reserves of lithium and copper, critical minerals needed for batteries and electric vehicles. With the Chilean central bank recently cutting interest rates, Enel Chile’s stock is positioned for growth as the renewable energy sector continues to gain momentum.
Why pay attention: As countries around the world make significant investments in renewable energy, Enel Chile is uniquely positioned to capitalize on this trend. With its focus on clean energy and its access to critical minerals for green technologies, Enel Chile’s stock, currently priced around $2, could rise as the global transition to renewable energy accelerates.
Awareness and Opportunity in a Changing World
In today’s rapidly changing global landscape, it’s crucial for investors to be aware of how geopolitical and economic events can influence stock prices. Transocean Ltd., Sibanye Stillwater Ltd., and Enel Chile SA are three companies that could rise in the current macroeconomic environment. As the world grapples with energy insecurity, inflation, and the urgent need for clean energy, these stocks offer a compelling opportunity for growth.
While no investment is without risk, these companies are uniquely positioned to thrive in today’s climate. Transocean could benefit from rising oil prices and the need for secure energy sources. Sibanye Stillwater is a natural safe-haven play, with strong exposure to both gold and the clean energy transition. And Enel Chile is at the forefront of the renewable energy revolution, tapping into the critical resources needed for a sustainable future.
These stocks could rise as global conditions evolve—so now is the time to stay informed and consider how these opportunities might fit into your portfolio.