Prediction: Energy Transfer Stock Will Soar Over the Next 5 Years. Here's 1 Reason Why.

There's a lot of uncertainty right now about tariffs. But in my view, the U.S. will be a net winner out of the trade wars, and the result will be an environment favorable to companies like Energy Transfer (NYSE: ET).To be clear, Energy Transfer won't necessarily perform well if I'm wrong. Higher tariffs on raw materials (steel and albumin) will raise costs for pipeline companies, and the mutually assured destruction of ongoing trade conflict escalations could ultimately damage the economy. That's not good news for companies that rely on volume growth in energy.That said, the U.S. has many cards in its favor. The largest economy in the world, its trade surpluses with many countries show just how much foreign nations structure their economies to export to the U.S. Take away that export market, and the structural adjustment could take far longer than it will take the U.S. to shift to other supplying countries.Continue reading

Apr 16, 2025 - 13:49

Prediction: Energy Transfer Stock Will Soar Over the Next 5 Years. Here's 1 Reason Why.

There's a lot of uncertainty right now about tariffs. But in my view, the U.S. will be a net winner out of the trade wars, and the result will be an environment favorable to companies like Energy Transfer (NYSE: ET).

To be clear, Energy Transfer won't necessarily perform well if I'm wrong. Higher tariffs on raw materials (steel and albumin) will raise costs for pipeline companies, and the mutually assured destruction of ongoing trade conflict escalations could ultimately damage the economy. That's not good news for companies that rely on volume growth in energy.

That said, the U.S. has many cards in its favor. The largest economy in the world, its trade surpluses with many countries show just how much foreign nations structure their economies to export to the U.S. Take away that export market, and the structural adjustment could take far longer than it will take the U.S. to shift to other supplying countries.