President Trump’s energy policies are reshaping investment opportunities in the energy sector.

Here’s how to build your energy portfolio.

TLDR: Natural gas is highlighted as the most promising area due to growing LNG exports and increased demand from AI data centers, followed by nuclear power.

• Natural gas stocks are favored due to demand drivers beyond federal policy.
• LNG exports and AI data centers are expected to boost natural gas demand by 10–20% by 2030.
• Cheniere Energy’s stock doubled in 3 years, but a potential LNG glut is anticipated by 2027.
• Antero Resources is highlighted as a well-positioned natural gas producer.
• Chart Industries, an LNG plant equipment provider, is expected to see earnings jump 36%.
• Nuclear power is gaining momentum, with companies like Oklo and Nuscale Power experiencing significant stock increases (300% and 680% respectively in the past year).
• Cameco and Uranium Energy are recommended as promising uranium fuel providers.
• Oil stocks are currently weak due to potential oversupply from OPEC+ and tepid demand despite Trump’s pro-drilling policies.
• Renewables (solar and wind) face uncertainty due to potential cuts in tax credits under the Trump administration, although First Solar is still considered a buy due to tariffs on foreign panels, and Vestas Wind Systems is undervalued.

Stocks Mentioned: Cheniere Energy $LNG, Antero Resources $AR, Chart Industries $GTLS, Exxon Mobil $XOM, Cameco $CCJ, Uranium Energy $UEC, Nuscale Power $SMR, Chevron $CVX, First Solar $FSLR, Vestas Wind Systems $VWS.

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