The Biggest Winner In the Trump-Harris War

There’s something special happening this election cycle. 

No, I’m not referring to the chaos that ensues every four years in November when we’re all inundated with apocalyptic predictions from each side of the aisle if the other wins. At this point I’m almost numb to all the political mudslinging that has become the norm. 

But this time something IS different… in a way.

For the first time in 48 years, Americans won’t have a Bush, Clinton, or Biden to vote for. 

Let that sink in for a minute — not since 1976, when Gerald Ford and Spiro Agnew took on Jimmy Carter and Walter Mondale, have we not seen someone from those three families on the Ballot. 

Perhaps that’s one reason why many of us dread election years. The déjà vu may not be as strong this time around, but depending on the winner this November, you can bet there will still be winners and losers in the energy markets. 

In fact, there’s going to be a few win-win investments no matter who reigns over 1600 Pennsylvania Avenue — and the answer might surprise you.

Make American Energy Great Again

Let’s start with a second Trump presidency, shall we? 

This one is admittedly a no-brainer. The former President hasn’t changed his rhetoric one iota since 2016. All of the same slogans that we’ve seen time and again apply, from Drill, Baby, Drill to All of the Above.

In fact, the GOP’s platform this year lays it all out when it comes to unleashing American energy. If you couldn’t tell before, a Trump victory would propel the oil, natural gas, and coal sectors higher. 

A second Trump administration would certainly push drillers to put more rigs in the field, which has been one of the biggest concerns for future production. Right now there are 477 rigs drilling for oil beneath U.S. soil, which is 53 fewer rigs that were active a year ago. 

Like I mentioned, this isn’t a departure from his previous energy platform. 

However, what will separate the two candidates is how the Presidency will treat the oil and gas sector. It’s safe to say that President Trump won’t be sending the same vitriolic tweets lambasting oil companies like President Biden has done in the past. 

But let’s push aside the potential new drilling rush that a Trump victory might spark. There would be a far greater impact on renewable energy if he were to move back into the White House. The reinvigorated push for a Green New Deal that was reintroduced in 2023 would fall flat. 

Of course, another question altogether would be the fate of the Inflation Reduction Act, which was signed into law two years ago. Even a partial repeal could lead to things such as a reversal of regulations like the EPA’s emission rules, or the elimination of incentives for EVs, solar, wind, and even hydrogen. 

If a Trump victory would be lucrative for the oil and gas sector, most people would believe the opposite would be true from a Harris administration (let’s assume for the time being that Kamala Harris does receive the nomination). 

That makes a little bit of sense, right? 

Remember, we’re talking about a Presidential candidate that actually sued Obama’s Interior Department over the use of hydraulic fracturing in California. I should note that the lawsuit was filed at the end of the Obama administration, just a month before President Trump was sworn in. For the record, any fracking ban would be a physical impossibility considering that over 90% of the wells drilled today require some form of fracture stimulation to extract oil or natural gas. 

To say that the Biden administration was hostile toward the oil and gas sector would be an understatement. Oil companies were consistently used as a scapegoat for high oil prices and any other energy woe under the sun. 

What does a Harris administration look like? I would argue that it would be even more aggressive than her predecessor, unless you might’ve forgotten the Climate Equity Act that was introduced by Kamala Harris and Alexandria Ocasio-Cortez in August, 2020.

It’s safe to say that we could expect not only the same energy platform from the Harris administration, but it’d be a good bet that a President Harris would turn up the heat even more. 

And therein lies the opportunity, dear reader. 

No matter who moves into the White House in 2025, there are certain realities we can all accept — the biggest of which is America’s need for oil to power our economy is going to last well into the foreseeable future. 

Even the most pessimistic analysts out there at the IEA are only saying that the world’s oil consumption will peak by 2030. In other words, both the United States and the rest of the world will still be on the hook for upwards of 106 million barrels per day — and that’s the most bearish case I’ve yet to see. 

Crippling oil and gas producers with new legislation would put a huge premium on the drillers that can extract oil and gas both efficiently and at lower costs. 

Fortunately for individual investors like us, there are still a few hidden gems out there in the U.S. oil patch doing precisely that. 

Let me show you one right here.