Lee Samaha, The Motley Fool
Mon, April 20, 2026 astatine 8:35 AM CDT 5 min read
The existent administration's determination to prosecute a argumentation of vigor dominance portion engaging successful conflicts that straight impact regions of the satellite competing with the U.S. for vigor is creating opportunities for North American companies.
Two of the cardinal vigor industries apt to payment are liquefied earthy state (LNG) and atomic energy. That's wherefore the Global X U.S. Natural Gas ETF (NYSEMKT: LNGX), state exertion company Baker Hughes (NASDAQ: BKR), and atomic substance and services supplier Cameco (NYSE: CCJ) are bully stocks to see successful the existent environment.
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This ETF provides broad-based vulnerability to the U.S. earthy state industry, from upstream producers to midstream activities (transportation, processing, and storage) to export. A speedy look astatine the 4 largest LNG exporters successful 2024 shows the value of Qatar and Russia to planetary LNG provision. Russia is being frozen retired of exporting to the EU (the world's largest LNG importer) owed to the struggle successful Ukraine.
Meanwhile, Qatar's LNG usually ships done the blockaded Strait of Hormuz, and adjacent if the Strait should reopen, QatarEnergy estimates it could instrumentality 3 to 5 years to repair the harm to its infrastructure fully.
| U.S. | 88.4 mtpa |
| Australia | 81 mtpa |
| Qatar | 77.2 mtpa |
| Russia | 33.5 mtpa |
Data source: The International Group of LNG Importers. mtap = metric tonnes per annum.
As such, the operation of burgeoning request for powerfulness for AI information centers and the accidental to export LNG globally supports the U.S. earthy state industry. You could effort to prime winners successful the industry, oregon debar stock-specific hazard and summation vulnerability done the 33 holdings presently successful this ETF, which see starring U.S. vigor companies similar Devon Energy, Diamondback Energy, and Cheniere Energy. The disbursal ratio is simply a respectable 0.45%, and the ETF presently yields 1.7%.
Continuing the taxable of investing successful earthy gas, Baker Hughes is simply a institution changing however investors presumption it. The institution utilized to beryllium seen arsenic an oilfield services company, but it's present progressively seen arsenic an concern vigor exertion company. While its oilfield services and instrumentality (OFSE) conception remains a large portion of the company, its maturation motor is its concern and vigor exertion (IET) segment.

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