Energy security has moved from background noise to front page risk, and markets are reacting in real time. Supply routes look less reliable, policy signals feel harder to read, and investors are rethinking what belongs at the core of a resilient portfolio. This article examines how that backdrop affects energy infrastructure and then highlights 3 stocks from our Global Energy Security and Infrastructure screener that appear positioned on the right side of this story.
The stocks covered below are just a sample, and the full screen surfaced 40 more businesses with equally compelling energy security and infrastructure angles that are not discussed here. To identify and analyze the highest conviction ideas across that wider universe, head straight into the Global Energy Security and Infrastructure screener.
Technip Energies (ENXTPA:TE)
Overview: Technip Energies is an engineering and technology group that designs and delivers LNG plants, gas infrastructure, and large energy facilities worldwide, directly tied to how energy is transported, stored, and kept available when it is most needed.
Operations: Technip Energies generates most of its income from Project Delivery on large energy facilities at about €5.6b, supported by €1.8b from Technology, Products and Services.
Market Cap: €6.0b
Technip Energies matters for this screener because it designs and builds the LNG and gas infrastructure that physically keeps energy supply flowing, and the analyst consensus Narrative on Simply Wall St frames that project pipeline as the key to how the story could play out.
Very strong recent order intake of €12.7b in the first half of 2026 and a record €25b backlog, around three times full year revenue, point to Technip Energies still having a large volume of LNG and energy infrastructure projects to execute.
What really shifts the risk reward here is how one unresolved pressure on project profitability shapes the cash that eventually comes through.
That pressure on profitability is exactly what the full narrative for Technip Energies unpacks, showing where Technip Energies could still accelerate if execution and cash timing decouple from headline backlog.
EQT (EQT)
Overview: EQT is a large US natural gas producer that explores, extracts, gathers, transports, and stores gas that feeds power, heating, and LNG-linked demand.
Operations: EQT generates about US$8.7b from Upstream, US$1.3b from Gathering, US$600 million from Transmission, and operates entirely in the United States.
Market Cap: US$32.5b
EQT sits directly within the Global Energy Security and Infrastructure theme. The analyst consensus Narrative on Simply Wall St highlights how contracted gas flowing to critical digital and power assets ties directly into that story.
The ramp-up of large-scale, long-term natural gas supply contracts to new AI data centers and power generation facilities in Appalachia beginning in 2027 and 2028 remains central to EQT capturing growing in-basin demand for its production.
The real swing factor is how one evolving constraint on infrastructure buildout and regulation ultimately shapes the value of those future cash flows.
That infrastructure bottleneck is exactly what the full narrative for EQT pulls apart, revealing how accelerating demand, regulatory friction, and overlooked cash flow sensitivities could reshape EQT’s long term payoff profile.
Excelerate Energy (EE)
Overview: Excelerate Energy owns and operates floating LNG regasification terminals and related gas infrastructure that keep imported natural gas flowing into power grids and local markets during supply shocks.
Operations: The business generates about US$1.38b from Utilities, Gas, with revenue spread across North America, Asia Pacific, the Middle East, Latin America, Europe, and other regions.
Market Cap: US$4.24b
Excelerate Energy is effectively in the business of renting out energy security, and the analyst consensus Narrative on Simply Wall St argues that control of key LNG import infrastructure is what gives the company its edge when supply chains are under stress.
Excelerate Energy controls 12 of a little over 50 FSRUs globally at a time when about 200 million tonnes per annum of new LNG supply is expected by the end of the decade, which can support higher utilization and pricing for regas assets and feed into EBITDA growth if tight capacity persists.
What really decides how much of that LNG infrastructure advantage reaches shareholders is how one pressure around funding and contract risk ultimately shapes margins.
That funding and contract pressure is exactly what the full narrative for Excelerate Energy lays out in detail, highlighting where Excelerate Energy’s LNG moat could still accelerate or stall.
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