Back to News
investment

2 Energy Stocks Worth Buying Now and Holding Through Whatever Comes Next

newsfeedback@fool.com (Keith Speights)
Loading...
4 min read
0 likes
⚡ Quantum Brief
Geopolitical instability—particularly the Iran conflict—has created energy market volatility, prompting investors to seek resilient stocks like Chevron and Enterprise Products Partners for long-term stability. Chevron’s low-cost structure ensures profitability even if oil drops below $50/barrel, while its natural gas dominance positions it to benefit from AI data center demand and potential Venezuela opportunities. Enterprise Products Partners’ fee-based pipeline model shields it from price swings, with 90% of contracts inflation-indexed, ensuring steady cash flow amid market turbulence. Both stocks offer high yields (Chevron: 3.6%, Enterprise: 5.9%) and proven resilience through past crises, including recessions and pandemics, making them "all-weather" investments. Analysts highlight their strong balance sheets and growth projections, with Chevron expecting double-digit EPS growth and Enterprise extending its 27-year distribution increase streak.
AI Audio Summary
0:00 / 0:00
Click to play
Untitled design (32).png
Quantum News · Media Library

By Keith Speights – Apr 3, 2026 at 4:44AM ESTKey PointsChevron can deliver attractive total returns regardless of how geopolitical events unfold.

Enterprise Products Partners is an ideal all-weather pipeline stock.Perhaps the best word to describe the current geopolitical dynamics is... chaotic. Even with assurances from the Trump administration that the conflict with Iran will soon end, no one is certain how long hostilities will continue. Even if a ceasefire is reached, questions will remain about whether or not it will last. Pragmatic investors should be prepared for multiple twists and turns. How can they achieve this goal? Here are two energy stocks worth buying and holding through whatever comes next. Image source: Getty Images. 1. Chevron Unsurprisingly, Chevron (CVX +0.79%) has been one of the biggest winners in the energy sector in 2026. Like most oil stocks, it benefits when oil prices skyrocket. If Iran continues to disrupt traffic through the Strait of Hormuz, Chevron's shares will likely rise even more than they already have. But what if oil prices decline sharply? This energy giant would still be fine. Chevron's cost structure is so low that it can pay dividends and fund all of its planned capital expenditures even if oil drops below $50 per barrel. ExpandNYSE: CVXChevronToday's Change(0.79%) $1.56Current Price$198.97Key Data PointsMarket Cap$397BDay's Range$198.04 - $205.4852wk Range$132.04 - $214.71Volume12MAvg Vol13MGross Margin14.66%Dividend Yield3.47% As the largest U.S. natural gas producer, Chevron is well-positioned to profit from the anticipated strong demand for natural gas and natural gas liquids (NGLs) from data centers. The company is in the catbird seat to capitalize on potential opportunities in Venezuela. Even before the attack on Iran, Chevron projected double-digit average annual earnings-per-share growth. With this level of expected growth and a dividend yield of 3.6%, this stock can deliver attractive total returns regardless of how geopolitical events unfold. 2.

Enterprise Products Partners Enterprise Products Partners' (EPD +0.37%) pipelines and terminals are critical to U.S. NGL exports. With the Middle East crisis, the importance of the company's distribution network has increased. ExpandNYSE: EPDEnterprise Products PartnersToday's Change(0.37%) $0.14Current Price$37.57Key Data PointsMarket Cap$81BDay's Range$37.40 - $37.9652wk Range$27.77 - $39.73Volume3.3MAvg Vol4.7MGross Margin12.86%Dividend Yield5.79% This pipeline stock is poised to prosper even if the crisis ends, though. Both domestic and international demand for NGLs and petrochemicals is likely to grow over the coming years. Adding to Enterprise's appeal is its lofty distribution yield of roughly 5.9%. The company has also increased its distribution for 27 consecutive years. Importantly, Enterprise is largely insulated from oil and gas price volatility thanks to its fee-based business model. It's also inflation-resistant, with around 90% of its long-term contracts featuring escalation provisions. Few midstream energy companies are as well-positioned as Enterprise Products Partners for whatever happens next. The company has the strongest balance sheet in the industry. It has delivered reliable cash flow for more than two decades, a period that included the Great Recession, the oil price collapse from 2015 to 2017, and the COVID-19 pandemic. Like Chevron, Enterprise Products Partners appears to be an ideal all-weather energy stock.Read NextApr 2, 2026 •By Matt DiLalloBest Oil ETFs for 2026 and How to InvestApr 2, 2026 •By Leo SunWhere Will Chevron (CVX) Stock Be in 3 Years?Apr 2, 2026 •By Matt DiLalloChevron Could Build a $7 Billion Gas Plant to Power Microsoft's AI Ambitions. Time to Buy the Energy Giant?Apr 2, 2026 •By Matt DiLalloAffects From the Iran Conflict May Take Time to Fully Hit Oil Stocks. Here Are 2 Predictions for Chevron in 2026.Apr 2, 2026 •By Keith SpeightsWith Oil Prices Near Multiyear Highs, Is Chevron a Buy Right Now?Apr 1, 2026 •By Reuben Gregg BrewerThese 3 Energy Stocks May Outperform the S&P 500 in 2026About the AuthorKeith Speights is a contributing Motley Fool healthcare analyst covering publicly traded companies across pharmaceuticals, biotechnology, medical devices, technology, and marijuana. Prior to The Motley Fool, Keith was CEO of Constant Care Technology, a healthcare technology company; vice president of American HealthTech, a healthcare software company; and a director of operations for Blue Cross Blue Shield of Mississippi, a health insurer. He holds a B.S. in Industrial Engineering from Mississippi State University.TMFFishBizStocks MentionedChevronNYSE: CVX$198.78(+0.69%)+$1.37Enterprise Products PartnersNYSE: EPD$37.57(+0.37%)+$0.14*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

Read Original

Tags

energy-climate

Source Information

Source: The Motley Fool

Discussion

0 professional contributions

Sign in to join this professional discussion.

Be the first to add a constructive contribution.