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

Core Viewpoint - The U.S. is expected to emerge as a net winner from the trade wars, creating a favorable environment for companies like Energy Transfer [1] Group 1: Impact of Tariffs - Higher tariffs on raw materials such as steel and albumin could increase costs for pipeline companies, potentially affecting their performance [2] - The tariffs are seen as both tactical and strategic, aimed at stimulating trade deals and encouraging industrial activity and investment in the U.S. [5] - The potential shift of manufacturing to the U.S. could lead to increased domestic gas demand and more LNG exports, benefiting midstream gas companies like Energy Transfer [6] Group 2: U.S. Economic Position - The U.S. holds a strong economic position with trade surpluses with many countries, indicating that foreign economies are structured to export to the U.S. [3] - The ongoing trade conflict poses risks for China, particularly due to its significant holdings of U.S. Treasuries valued at approximately $760 billion [4]