
President Donald Trump ordered a 25% tariff on imports from Canada and a 10% tariff on energy products like crude oil (CLH25) (CBJ25) and natural gas (NGH25) from the country. Canadian oil makes up more than half of U.S. imports, shifting investor focus to domestic producers with healthy operations and pricing power. Investors anticipate that the Canadian tariffs will drive up costs for foreign oil while putting pressure on Midwest refiners that rely on these supplies.
In this environment, energy dividend stocks are getting more attention as a way to combine steady cash flow with shareholder-friendly returns. Analysts consider companies like Chord Energy (CHRD) and Diamondback Energy (FANG) top picks for 2025.