Ignore Hormuz – 3 Energy ETFs That Can Rally No Matter What Happens

Ignore Hormuz – 3 Energy ETFs That Can Rally No Matter What Happens Omor Ibne Ehsan Sun, April 12, 2026 at 8:54 AM EDT 4 min read NVDA CL=F Quick Read Middle East geopolitical risks and rising oil costs are driving institutional capital toward diversified energy infrastructure and clean energy ETFs instead of direct oil exposure. The ETFs below take advantage of that trend and can keep rallying regardless of oil trends The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE . You're only going to get hurt if you try to predict whiplashing oil prices and fragile ceasefires. Instead of doing that, you could buy into energy ETFs like the Invesco WilderHill Clean Energy ETF  ( NYSEARCA:PBW ) , First Trust North American Energy Infrastructure ( NYSEARCA:EMLP ) , and the Themes Uranium & Nuclear ETF ( BATS:URAN ) . These are energy ETFs that are not dependent on the Strait of Hormuz, and they can perform whether or not oil is at $60 or $130. These ETFs are not invested in direct "upstream" oil plays. You're instead getting exposure to certain targeted sectors of the energy sector, like pipelines, shipping, and exploration, among others. READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks Building your energy exposure chunk-by-chunk instead of betting on crude oil itself or an oil producer is the smartest thing you can do today. The broader oil sector is set to grow, and geopolitics will make sure t…