3 Stocks That Can Thrive Through Trump's Pro-LNG Energy Policy

• Cheniere Energy, Shell and Chevron stocks all stand to gain from policy changes toward liquefied natural gas.

• Trump promised to promote LNG energy after Biden paused exports due to economic and environmental worries.

• Register now to see our 7 Best Stocks for the Next 30 Days report – free today!

President-elect Donald Trump’s return to office promises a significant shift in the U.S. energy landscape, focusing on reviving the liquefied natural gas (“LNG”) sector. This ambitious agenda aims to reverse policies implemented by President Biden, whose LNG permit moratorium came under heavy scrutiny from industry leaders and lawmakers alike. Biden’s pause, justified by economic and environmental studies, posed a question mark over long-term U.S. energy dominance.

Trump’s administration plans to eliminate this moratorium immediately, bolstering LNG infrastructure through deregulation and fast-tracked permits. Major U.S. LNG exporters, including Cheniere Energy LNG, Shell SHEL and Chevron CVX, are poised to benefit significantly from this strategy.

The Biden administration has emphasized climate-conscious policies, halting LNG export approvals and introducing tax credits for renewable energy projects and electric vehicles. While these initiatives aimed to curb carbon emissions, they were perceived as a hurdle to U.S. energy development. On the other hand, Trump envisions an expansive approach, emphasizing drilling on federal lands, reviving the controversial Keystone XL pipeline, and even reconsidering international climate agreements like the Paris Accord.

While Biden sought to balance environmental priorities with energy needs, Trump prioritizes energy independence and economic growth, potentially positioning the U.S. as a dominant global LNG supplier.

Trump’s policies could also reshape global energy markets. Expanded LNG exports would strengthen U.S. ties with Europe, which remains keen to reduce reliance on Russian gas amidst geopolitical tensions. Additionally, China, having invested heavily in regasification infrastructure, could become a key trading partner if tariffs and trade disputes are managed. However, rapid expansion raises the risk of oversupply, potentially lowering global LNG prices and affecting producer profitability.

Analysts warn that over-aggressive LNG expansions could lead to a market glut, echoing previous cycles where excessive supply dampened prices. The key challenge lies in balancing domestic production goals with international market demands to ensure sustained competitiveness. This dynamic will be critical as global LNG demand is projected to reach 600 million metric tons annually by 2030, with a potential supply gap of 140 million metric tons by 2035.

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