Oil Over US$100: Which Oil & Gas Stocks Could Gain the Most?

The Smart Investor04-13 17:30

As oil prices crossed US$100 per barrel recently, drivers at the petrol kiosk were hit first. But downstream impact – inflation, business costs, and global trades – were not spared either. Still, ...

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While higher energy costs hurt some industries, oil and gas companies may benefit — but not all equally.","collect":0,"end_time":0,"defaultTopTitle":"thesmartinvestor.com.sg","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","5E2.SI":"海庭","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","BK6031":"特种化学制品","OILU":"MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN","BK6102":"燃气公用事业","DBO":"原油ETF-PowerShares","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK4588":"碎股","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","OILT":"Texas Oil Index ETF","USO":"美国原油ETF","SGXZ24219693.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC","BNO":"美国布伦特原油基金有限合伙企业","BK4007":"制药","T13.SI":"常青石油及天然气","BK6522":"化石燃料股","OILK":"ProShares K-1 Free Crude Oil ETF","USOI":"ETRACS Crude Oil Shares Covered Call ETN","SCO":"二倍做空彭博原油指数ETF","USL":"United States 12 Month Oil Fund LP","U96.SI":"胜科工业","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK4570":"地缘局势概念股","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","OIH":"石油服务ETF","UGA":"United States Gasoline Fund LP","XLE":"SPDR能源指数ETF","BK6065":"建筑机械与重型卡车","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","BK4585":"ETF&股票定投概念","A7RU.SI":"吉宝基础设施信托","BK6115":"石油与天然气的勘探与生产","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","BK6500":"公用股","UCO":"二倍做多彭博原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","XOP":"油气开采指数ETF-SPDR S&P","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","SG9999002950.SGD":"United Asian Growth Opportunities SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK6113":"复合型公用事业","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","BK6501":"化工股","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","BWET":"BREAKWAVE TANKER SHIPPING ETF","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC"},"translate_title":"油价突破100美元：哪些石油和天然气股涨幅最大？","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0cbc5e0d893e8b8c679451d8c06cea0a","symbols_score_info":{"UCO":0.6,"USO":0.68,"DUG":0.68,"XOP":0.68,"OILU":0.68,"T13.SI":1.94,"U96.SI":1.89,"UGA":0.68,"USOI":0.68,"OILK":0.68,"5E2.SI":1.92,"A7RU.SI":1.9,"BNO":0.68,"SCO":0.6,"BWET":0.68,"DBO":0.68,"OIH":0.68,"OILT":0.68,"USL":0.68,"XLE":0.68},"content_text":"As oil prices crossed US$100 per barrel recently, drivers at the petrol kiosk were hit first. \n\nBut downstream impact – inflation, business costs, and global trades – were not spared either.\n\nStill, opportunities exist.\n\nThe question is: Which types of oil and gas stocks benefit the most?\n\nWe check out a few names to find out.\n\nRH Petrogas Limited (SGX: T13) — The Upstream Producer\nRH could benefit from rising oil and gas prices, and here’s why.\n\nFor starters, being a pure-play upstream producer, RH avoids costly refining processes.\n\nMoreover, the upstream hydrocarbons player derives most of its revenue from Indonesia, away from flashpoints in the Middle East.\n\nFor FY2025, RH’s revenue decreased 16.2% to US$77.6 million, due to a roughly 14% reduction in realised oil prices to US$68 per barrel, illustrating its sensitivity to oil prices.\n\nThis top-line decline translated to weaker earnings. Excluding one-off exploration write-offs, RH’s EBITDAX declined comparably by 24% to US$24.9 million.\n\nHowever, if oil prices stay above US$100 per barrel in 2026, RH is poised to benefit significantly.\n\nThis optimism is evident in the company’s planned drilling of the Northwest Klagagi-1 (“NWK-1”) exploration well in the second quarter of 2026.\n\nFurther confidence comes from its proposal of a final annual dividend of S$0.003 per share for FY2025, a reversal from FY2024, when no dividends were declared.\n\nSeatrium Limited (SGX: 5E2) — The Offshore Services Provider\nSeatrium is a leading offshore services provider. \n\nBoasting a 60-year track record, the company is renowned for its consistent safety standards and geopolitical diversity. \n\nThe company’s flagship products include gigantic Floating Production, Storage, and Offloading (FPSO) units that are built in yards across Brazil, China, Indonesia, the Philippines, and Singapore. \n\nAs opposed to higher-risk bespoke projects, Seatrium has a “design once, build many” approach that reduces execution risk and enhances delivery efficiency.\n\nThis strategy appears to be working with the company’s FY2025 revenue climbing 24% to S$11.5 billion, driving net profit up 106% to S$324 million, thanks to disciplined project execution, improved operating leverage, and cost efficiencies.\n\nThe engineering specialist sits on a robust S$17.8 billion net order book that stretches through to 2033. 40% of the net order book comprises renewables and cleaner/green solutions, providing Seatrium with resilience across energy cycles.\n\n\nWith such revenue visibility, Seatrium proposed a doubling of its dividend for FY2025 to S$0.03 per share.\n\nKeppel Infrastructure Trust (SGX: A7RU) — The Infrastructure Defensive Play\nKeppel Infrastructure Trust, or KIT, boasts a diversified portfolio of high-barrier-to-entry assets mostly within the essential sectors of Energy Transition, Environmental Services, and Distribution & Storage (D&S).\n\nDemand for KIT’s services is inelastic. Essential services such as piped town gas, water supply, and electricity that KIT makes possible through assets such as City Energy, the SingSpring Desalination Plant, and the Keppel Merlimau Cogen Plant, respectively, remain indispensable even in a recession.\n\nFurthermore, by delivering town gas at a fixed margin per unit, where rising fuel and electricity prices can be passed through to consumers, City Energy is effectively shielded from the inflation that is hitting everyone else.\n\nAlthough KIT’s FY2025 revenue rose by only a modest 3% to S$2.3 billion, its distributable income (DI) climbed 24% to S$249.5 million, supported by a robust performance in its Energy Transition and D&S segments.\n\nSuch favourable DI facilitated a 1% rise in distribution per unit (DPU) to S$0.0394, continuing an ascending trend since FY2021 (if special distributions were excluded).\n\nSembcorp Industries (SGX: U96) — The Integrated Energy Player\nAlthough renewables make up the majority of Sembcorp’s 28.5 GW total capacity, its conventional “Gas and Related Services” segment is still the profit driver, delivering S$701 million net profit for the full year of 2025 (FY2025) compared to S$192 million from Renewables.\n\nOverall, total revenue for FY2025 dipped 10% to S$5.8 billion due to lower wholesale electricity and gas prices, and reduced gas offtake in Singapore.\n\nStill, the energy powerhouse delivered on cash generation, with free cash flow increasing 15.6% to S$2.07 billion, thanks to divestment gains related to SembEnviro.\n\nThis improved liquidity allowed management to reward shareholders with a proposed total dividend of S$0.25 per share for FY2025, a 9% increase.\n\nSembcorp’s significant capacity in the renewable segment means it could benefit if rising fuel prices drive an energy transition towards renewables.\n\nHowever, if electricity prices do not rise as fast as fuel costs, an unfavourable spark spread compression could materially hurt its margin. That’s something for investors to be cautious about.\n\nGet Smart: Follow the Energy Cycle, Not Just the Price\nOil above US$100 creates opportunities, but discipline on what matters remains key to emerging as the winner.\n\nSpecifically, investors should ask: Will oil prices stay elevated forever?\n\nFor investors, understanding the different businesses – including how they respond to different cycles of the energy sector – is key to avoiding the risks while benefiting from the upside.\n\nIf you want to retire with a constant stream of dividends, these 5 stocks might be all you need. We’ve found 5 SG stocks that have kept paying (and growing) through inflation, rate hikes, and recessions. See what they are with our latest free report for SGX dividend investors. Click here to get instant access.\n\nFollow us on Facebook, Instagram and Telegram for the latest investing news and analyses!\n\nDisclosure: Larry L. does not own shares in any of the companies mentioned.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2627885439","isCrawlerRequest":true}