The First Stock I’m Buying On Trump’s Second Day in Office

We can all be a little forgetful at times. 

One week you forget to take the trash out, or maybe you hop into your car early one morning in a rush to get to work and realize you didn’t fill up your tank the day before. 

Annoying? Sure, but these small mindful absences aren't earth-shaking matters of life or death. There simply an inconvenience. 

Usually the bigger something is, the less likely we are to forget, right?

You wouldn’t forget something that would cost our economy over $200 billion dollars, would you? I’d like to think not. 

And yet, that’s apparently what happened with former-President Biden when he decided to pause LNG exports. When that decision was made earlier this year, I chalked it up to just another casualty of American politics. 

It turns out that he may not have even been aware he signed that Executive Order. At least, that was the story laid out by Speaker Mike Johnson, who told his story to the Wall Street Journal last June. 

Well, the times are a-changin’…

The First Stock I’m Buying On Trump’s Second Day

With the flurry of executive actions on Day 1 of President Trump’s second term, it’s a little difficult for people to keep track of them all. 

Oh, there’ll be the ones that top the headlines, whether it’s over immigration, or orders proclaiming there are only two biological sexes. 

However, there’s one in particular that may not get the same fanfare as the other sensational orders — the reversal of Biden’s LNG export pause. 

We knew it was coming, even if President Biden didn’t know he signed it in the first place. 

And if natural gas was considered an underdog investment in 2024, you can be sure it’s one of the best energy bets in 2025… and the veteran members of our investment community here know why, too. 

Let me show it to you in one picture:

Click Image to Enlarge

There are far too many catalysts ahead that will drive natural gas demand over the long run. Whether it’s the path to electrification and the critical need for more electric power to fuel the data centers needed for AI growth, or the fact that the death of the U.S. coal industry will ensure the need for stable baseload power in the future, it should be clear to everyone by now that natural gas will be the multi-decade bridge to renewables. 

Of course, also helping matters is the fact that the U.S. has a wealth of cheap natural gas at its disposal. 

In 2025, it will soon become clear just how much the rest of the world wants it too. In fact, it turns out that Europe is hungrier for our LNG than Asia is, mostly thanks to the colder winter they’re experiencing and the need to replace Russian gas imports.  Reuters reported yesterday that six LNG cargoes from the U.S. were diverted to help meet European demand, and they’re willing to pay for it. 

And to think, all it took was one cold winter for people to realize how crucial natural gas was to everyone. 

However, it’s not the producers that I’m buying. One of the slight drawbacks to having so much supply at your fingertips is that it’s easy to fall into a glut, which is why natural gas prices have been in the basement for years (with the exception of 2022, when Russian tanks started rolling into Ukraine).  

Forget tariffs, EU members will be more than happy to buy up more U.S. natural gas. 

No, the first stock I’m buying on Trump’s second day in office are the LNG exporters like Cheniere Energy (NYSE: LNG). Not only will they benefit from strong global demand in places like Europe, but they also have the facilities in place to export that much-needed LNG. 

Love him or hate him, if there’s one thing you can bank on Trump’s administration accomplishing over the next four years, it’s opening the door for U.S. energy exports.