After publishing notable earnings in the first three months of 2025, the energy sector witnessed significant falls in April, mainly due to the global trade war that led to the rates of President Trump and the prospects for economic slowdown. The global energy sector has dropped around 3.8% from the beginning of the year, compared to a decrease of approximately 5.8% by the larger market. Not surprisingly, the fall is led by the oil and gas sector, which has fallen by more than 15% of YTD.
The main reason this fall is the decrease in the global price of crude oil, caused by the continuous uncertainty that surrounds world trade, the demand for fears and the recent decision of OPEC+ to increase the supply. The intermediate raw price of West Texas is currently at a low level of several years of less than $ 62, as well as 25% of 25%. To get worse, the International Energy Agency recently reduced its 2025 oil demand growth in 300,000 daily barrels compared to last month, warning the world to “increase” in the midst of commercial tensions.
That said, there are sectors of the energy industry that are still significantly, and liquefied natural gas is a primary example. The United States of America is already the largest GNL exporter in the world, and exports grow steadily over the last decade. However, the industry is still begotten after it received significant support from the Trump administration, which has made the fossil fuel sector of America its primary agenda. According to Wood Mackenzie, in the first quarter of 2025, 15.5 million tonnes (MTPA) of long -term GNL compensation contracts were signed, after a record of 81 MTPA last year. These numbers are expected to increase in the coming months after more and more countries seek to export North GNL -American to restrict their commercial gap with the United States, after a tariff threat by the White House.
Another major growth engine in the energy sector is the boom of continuous AI and its power centers with power. According to a study by the American Clean Power Association, the demand for electricity in the United States is expected to increase by 35-50% by 2040, driven by the growth of national manufacturing, data centers and mass electrification. A main candidate to meet this enormous demand is natural, clean, reliable and abundant gas. According to the energy data provider, Anerus, at the end of the decade, a total of 80 new gas plants could be built in America. That said, natural gas is not as cheap as a year ago, as prices have increased by around 36.6% in the last 52 weeks.
Another important candidate is nuclear energy, which has arisen as a hot topic these days, especially after several technological giants met as far as the Ceraweek Conference in Houston and who have signed a commitment to support the goal of triple at least the world’s nuclear energy capacity until 2050. Some of these companies have already signed contracts with nuclear suppliers, With Jeff Bezos’ online gater that is a primary example.
Cenovus Energy Inc. (CVE): A higher energy company with more potential on the reverse
A fleet of oil trucks at sea, which represent the overall scope of a raw supplier.
To collect data from this article, companies operating in the energy sector were examined and then collected a list of more potential stocks according to Wall Street analysts, from April 28, 2025. To maintain our relevant list, we have only included companies with a market cover of $ 10 billion and more. Below are the Energy companies with more potential on the reverse.
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Potential upside down from April 28: 58.28%
Cenovus Energy Inc. (NYSE: CVE) is a company integrated with oil and natural gas, based in Calgary, Alberta, with operations that cover Canada, the United States and the Pacific Asian region.
Cenovus Energy Inc. (NYSE: CVE) lost its forecasts closely for its profit in 2024, as its $ 0.19 EPS was slightly below $ 0.2 expectations, despite a quarterly record for oil production at 628,500 BOE/D. The highest production was offset by the lower prices of the goods and the weak margins refining. Company revenue of $ 9 billion during the quarter also dropped by 7.29% and fell below estimates at $ 1.11 million. This was mainly due to a lower refinement income, affected by the necessary change work on the Lima refinery, Ohio de la Firm, as well as more intense differentials of raw.
Despite the lower results than expected, Cenovus Energy Inc. (NYSE: CVE) generated about $ 5.6 billion of bottom flow adjusted to 2024, and returned around $ 2.24 billion to shareholders using dividends, repurchase of shares and redemption of favorite shares. The company also achieved its net debt target of approximately $ 2.9 billion during the year, and therefore now pays 100% of its excess flow of free funds.
Generally, CVE Ranks 2nd In our list of most important energy companies with more potential. Although we recognize CVE’s potential as an investment, our conviction lies in the belief that the AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia more promising than CVE but sells less than five times, see our report on this Ia stock cheap.
