Washington is rewriting the U.S. oil and gas strategy under President Donald Trump’s leadership, making sweeping moves to slash permit timelines, lift moratoriums, revive drilling, reopen acreage, and fast-track liquefied natural gas (LNG) terminals and exports.
Not all companies stand to benefit, though, and only a few stocks are directly aligned with Washington’s energy agenda. Here are three of them worth considering.
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Image source: Getty Images. Dominating the oil upstream
Trump’s revived “drill, baby, drill” agenda is an aggressive push to expand domestic oil and gas production. ExxonMobil (NYSE: XOM) sits at the very center of the policy shift toward fossil fuels and is arguably more leveraged than any peer to Washington’s pro-oil strategy.
Why? ExxonMobil is the largest oil and gas producer in the U.S. It more than doubled its Permian Basin production 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 16 billion barrels of oil equivalent resource.
ExxonMobil is prioritizing high-return investments and financial flexibility. By 2030, it projects $25 billion in incremental earnings and $145 billion in surplus cash (above current base dividend and capital expenditure) at an average Brent crude oil price of $65 per barrel.
That’s a lot of money, and even if ExxonMobil hits half that goal, investors stand to win. In just the last five years, ExxonMobil has returned nearly $150 billion to its shareholders. It has increased dividends for 43 consecutive years and consistently repurchases shares.
Buying ExxonMobil isn’t just a gamble on oil prices anymore. It is a bet on sustained U.S. energy dominance and favorable Washington policies.
The undisputed LNG king
When President Trump signed the “Unleashing American Energy” executive order in early 2025, it ended the Biden-era pause on LNG export approvals. Energy Secretary Chris Wright said it plainly 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, delivering peace abroad and prosperity for Americans at home.”
For energy investors, Cheniere is a straightforward policy bet. As the largest LNG producer and exporter in the U.S., running massive export hubs at Sabine Pass and Corpus Christi, the company is perfectly positioned to ride Washington’s pro-LNG wave.
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