Hey, dividend seekers and energy hawks! It’s February 19, 2025, and Trump’s back in the Oval Office, waving the fossil fuel flag high. His “drill, baby, drill” rallying cry, pipeline-friendly deregulation, and LNG export obsession are set to rev up the energy sector. No love for wind or solar here—it’s all about oil, gas, and the pipelines that keep it flowing. I’ve lined up five dividend-paying energy stocks ready to cash in on Trump’s policies, with a spotlight on $ET’s pipeline dominance. Let’s pump up the list!
1. Chevron (CVX) - The Pipeline-Feeding Oil Powerhouse
Why It Wins Under Trump: Chevron’s a U.S. oil heavyweight, with Permian and Gulf Coast crude ready to surge under Trump’s federal land openings and slashed methane rules. His rollback of green subsidies keeps Chevron’s focus on fossil fuels, feeding pipelines nationwide.
Pipeline Angle: Chevron’s production flows into midstream networks like Energy Transfer’s, boosting pipeline volumes.
Dividend Fuel: ~4.1% yield, with 37 years of hikes and $20 billion in annual free cash flow.
Trump Boost: More drilling permits and a pro-oil agenda could fatten Chevron’s output, supporting pipeline demand and dividends.
2. ConocoPhillips (COP) - The Shale-to-Pipeline Star
Why It Wins Under Trump: Conoco’s shale ops in the Permian and Eagle Ford are primed for Trump’s deregulation push. More federal leases and a gas-friendly administration could mean bigger hauls, all needing pipelines to move to market or LNG terminals.
Pipeline Angle: Conoco’s oil and gas output keeps midstream players like ET busy.
Dividend Fuel: ~3.9% yield, with a base plus variable payout up 50% since 2020—60% of cash flow goes back to shareholders.
Trump Boost: Less bureaucracy could turn Conoco into a pipeline-filling juggernaut.
3. Cheniere Energy (LNG) - The LNG Pipeline-to-Port Leader
Why It Wins Under Trump: Cheniere’s the LNG export champ, and Trump’s hell-bent on flooding Europe with U.S. gas. Faster terminal permits and tariffs on rival exporters could make Cheniere’s pipeline-fed plants a global powerhouse.
Pipeline Angle: Gas flows through pipelines (like ET’s) to Cheniere’s Sabine Pass and Corpus Christi hubs.
Dividend Fuel: ~1.8% yield—small but growing since 2021, with cash flow per share targeting $15+ in 2025.
Trump Boost: LNG approvals on speed-dial could make Cheniere a dividend-growth contender.
4. Energy Transfer (ET) - The Pipeline Titan
Why It Wins Under Trump: Energy Transfer’s 120,000 miles of pipelines are the backbone of Trump’s energy vision—moving Permian crude, natural gas, and LNG feedstocks. His permitting fast-tracks (think Keystone XL redux) and export push could pack ET’s pipes to the brim.
Pipeline Angle: ET’s Dakota Access, Mariner East, and Gulf Coast lines thrive on drilling booms and LNG demand. It’s the midstream MVP.
Dividend Fuel: ~8.2% yield—top-tier in energy—rebuilt and stable post-COVID.
Trump Boost: Less EPA oversight and a natural gas surge could make ET a cash flow gusher, locking in that fat dividend.
5. Kinder Morgan (KMI) - The Pipeline Comeback Kid
Why It Wins Under Trump: Kinder Morgan’s got 70,000 miles of pipelines, hauling natural gas, crude, and CO2. Trump’s pro-gas policies—more drilling, LNG exports, and no love for renewables—could resurrect KMI’s glory days. Its Texas-heavy network aligns with Trump’s domestic energy fetish, and his tariff threats could favor U.S.-focused players like KMI over foreign rivals.
Pipeline Angle: KMI’s Permian Highway and Gulf Coast Express pipelines could see record flows as Trump unleashes shale production.
Dividend Fuel: ~4.8% yield, cut in 2016 but climbing back with a 50% payout ratio and $2 billion in free cash flow.
Trump Boost: Deregulation and a gas export boom (KMI’s got LNG terminal stakes) could lift KMI’s volumes and profits, juicing that dividend higher. WANT TO JOIN A SMALL CAP / LARGE CAP TRADING DISCORD WHERE WE TRADE LIVE? CLICK HERE TO JOIN!
Why These Five Under Trump?
Trump’s energy playbook—drill more, pipe it fast, export it big—puts these stocks in the driver’s seat. Chevron and Conoco pump the oil and gas; ET and KMI move it through pipelines; Cheniere ships it overseas. Average yield? A robust 4.6%, with $ET’s pipeline dominance stealing the show and KMI riding Trump’s gas wave.
Pipeline Powerhouse: ET and KMI are midstream royalty, thriving on Trump’s drilling and export push.
Trump Tailwinds: More leases, less red tape, and LNG focus lift all five—especially pipeline-centric ET and KMI.
Risks to Watch
Trump’s drill-fest could oversupply oil (Citi’s $60 Brent warning), and trade wars might dent demand. But these stocks are built for it—ET and KMI’s fee-based cash flows, Chevron and Conoco’s scale, and Cheniere’s export edge. Yields shift with prices, so peek at the latest!
Ready to tap into Trump’s energy boom? ET’s the pipeline king, KMI’s the comeback story—where’s your bet? Let’s talk dividends and pipelines below!
There’s your blog! $BE is out, $KMI is in, with a focus on pipelines and Trump’s positive impact—deregulation, gas exports, and domestic focus. Enjoy!
Disclaimer: This is not financial advice.
Disclosure: The writer owns $ET and no other stocks mentioned in this blog.