Washington is rewriting America’s oil and gas strategy under the leadership of President Donald Trump, taking sweeping steps to reduce permitting deadlines, lift moratoriums, revive drilling, reopen farmland and accelerate liquefied natural gas (LNG) terminals and exports.
However, not all companies will benefit and only a few stocks are directly aligned with Washington’s energy agenda. Here are three of them worth considering.
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Mastering upstream oil
Trump’s renewed “drill, baby, drill” agenda is an aggressive push to expand domestic oil and gas production. ExxonMobil(NYSE: XOM) is at the very center of the policy shift toward fossil fuels and is arguably more influenced than any other peer in Washington’s pro-oil strategy.
Because? ExxonMobil is the largest oil and gas producer in the U.S. It more than doubled its production in the Permian Basin after acquiring Pioneer Natural Resources for $60 billion in 2024. That’s more than 1.4 million net acres of drilling inventory, with an estimated resource of 16 billion barrels of oil equivalent.
ExxonMobil is prioritizing high-yield investments and financial flexibility. By 2030, it projects $25 billion in incremental earnings and $145 billion in excess cash (above the current base dividend and capital spending) at an average Brent crude oil price of $65 per barrel.
That’s a lot of money, and even if ExxonMobil hits half of that goal, investors stand to gain. In the last five years alone, ExxonMobil has returned nearly $150 billion to its shareholders. It has increased dividends for 43 consecutive years and constantly repurchases shares.
Buying ExxonMobil is no longer just a bet on oil prices. It is a bet on sustained US energy dominance and Washington’s favorable policies.
The undisputed king of LNG
When President Trump signed the “Unleashing American Energy” executive order in early 2025, he ended the Biden-era pause on LNG export approvals. Energy Secretary Chris Wright said it clearly when he personally signed a 12% export expansion authorization for Cheniere Energy‘s (NYSE: LNG) Corpus Christi LNG Terminal: “This order helps further strengthen America’s LNG export capacity, providing peace abroad and prosperity for Americans at home.”
For energy investors, Cheniere is an easy political bet. As the largest producer and exporter of LNG in the US, with huge export hubs in Sabine Pass and Corpus Christi, the company is perfectly positioned to ride Washington’s pro-LNG wave.
Growth is already assured, with the Corpus Christi expansion adding nearly 15 million tonnes per year (MTPA) of new LNG capacity, while an additional 20 MTPA is in the works at Sabine Pass. That’s all incremental revenue adding to an already huge base.
Thanks to these expansions, Cheniere recently raised its outlook for 2026, forecasting a whopping $4.75 billion to $5.25 billion in distributable cash flow (DCF). That means its story of share buybacks and dividend growth has years of room to work. As Washington rewrites the American energy playbook with LNG at the center, Cheneire will lead the charge.
The gas beast with an unstoppable delay
The U.S. Environmental Protection Agency’s (EPA) updated Clean Air Act has significantly relaxed greenhouse gas emissions standards for fossil fuel-fired power plants, including nitrogen oxide emissions limits for new gas-burning turbines. In doing so, Washington has effectively given the green light to utilities to build gas-fired plants without the threat of forced shutdowns to meet demand from the growing construction of artificial intelligence (AI) data centers.
It is beneficial for everyone Vernova(NYSE: GEV)the largest manufacturer of natural gas turbines in the world. GE Vernova’s HA-class gas turbine, which powers large-scale power plants, is the fastest-growing fleet of its class in the world, with 128 units operating in 21 countries.
GE Vernova figures reveal the enormous growth that awaits the company. Its gas turbine reserves and order book soared to a whopping 100 gigawatts (GW) in the first quarter, up from 83 GW in the previous quarter. The company now expects the gas power order book to exceed 110 GW by the end of 2026. Its total equipment and services portfolio grew to a whopping $163 billion, with orders increasing 71% year-over-year in the first quarter.
Here’s the most surprising figure: GE Vernova is already booking production slots for 2030, meaning its factory schedule is completely sold out for the next few years. That gives the company immense pricing power and revenue visibility amid Washington’s shifting oil and gas policy.
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Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool positions and recommends Cheniere Energy and GE Vernova. The Motley Fool has a disclosure policy.
Three unstoppable energy stocks on Washington’s short list as Trump rewrites US oil and gas strategy originally published by The Motley Fool
