On Monday’s episode of Mad Money, host Jim Cramer took a close look at developments in the energy sector. He discussed the new agreement between the United States and the European Union that he believes could be a game-changer for certain American companies and highlighted eight companies he sees as potential beneficiaries of this deal.

“Like I mentioned earlier, yesterday, we found out that the White House reached this wide-ranging trade deal with the European Union, with a blanket 15% tariff on most European imports, much lower than the 30% number that President Trump had previously threatened.”

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Although markets were largely unresponsive to the news, Cramer expressed surprise at the muted reaction. In his view, the details of the agreement carry more weight than many investors seem to realize. He noted that the European Union has committed to purchasing $750 billion worth of U.S. energy over the next three years, breaking down to roughly $250 billion annually. According to Cramer, it is because of Europe’s growing desire to reduce its dependence on Russian natural gas.

The geopolitical risks of relying on Russia have become too costly, and European nations are now actively working to diversify their supply sources. Cramer noted that such a long-term commitment from the EU gives companies along the American natural gas supply chain a clearer path forward and an extended runway to capitalize on future demand.

“So here’s the bottom line: People will keep debating the merits of this trade deal with Europe, but I think the energy purchase commitments represent a major positive for American companies and the natural gas food chain, like the eight I just mentioned. You’ve got what I call visibility toward these. Now you should do your own homework and see if any of these are right for you, but I hope this helps you know where to look.”

Our Methodology

For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 28. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Jim Cramer Highlighted 8 Potential Winners From the US-EU Deal

8. Excelerate Energy, Inc. (NYSE:EE)

Number of Hedge Fund Holders: 22

Excelerate Energy, Inc. (NYSE:EE) is one of the stocks Jim Cramer highlighted as potential winners from the US-EU deal. Cramer mentioned the company during the episode and said:

“Finally, let’s not forget another one that I talked about a lot, which is called Excelerate Energy, and that’s EX not AC. That’s a company that has 11 specialized structures, and they’re called floating storage regasification units. In a nutshell, these things turn LNG back into regular natural gas once it reaches its destination. They are ideal to help countries without significant existing infrastructure accept cargoes, LNG, more quick… I covered Excelerate Energy when it came public just over three years ago, but not much since then, mainly because the stock hasn’t done much since the IPO. But if the EU wants to speed up the process of receiving its agreed-to allocations of liquified natural gas from the United States, then Excelerate’s business could see a really nice bump.”

Excelerate Energy (NYSE:EE) delivers liquefied natural gas solutions and it provides services such as regasification, floating storage, infrastructure development, and LNG and natural gas supply.

7. FLEX LNG Ltd. (NYSE:FLNG)

Number of Hedge Fund Holders: 9

FLEX LNG Ltd. (NYSE:FLNG) is one of the stocks Jim Cramer highlighted as potential winners from the US-EU deal. Cramer highlighted that while the stock’s dividend yield is quite high, it’s still safe. He said:

“Finally, and quickly, because this isn’t my favorite part of the liquified natural gas food chain, there are a couple of companies involved in the actual transportation of LNG across the ocean and the unloading of LNG once it’s reached its destination. Take FLEX LNG, which we recently covered after a caller asked about it, and I couldn’t answer it. FLEX LNG has a fleet of 13 ships. Now, they’re specifically designed to transport liquified natural gas. At the time, I was focused on the sky-high dividend, which currently yields more than 12%. Sometimes that’s a red flag, but I think FLEX LNG dividend is safe, as they have a bunch of long-term agreements with their customers.”

FLEX LNG (NYSE:FLNG) specializes in the global seaborne transportation of liquefied natural gas, operating a fleet of advanced LNG carriers with modern dual-fuel and gas injection propulsion technologies.

6. Venture Global, Inc. (NYSE:VG)

Number of Hedge Fund Holders: 24

Venture Global, Inc. (NYSE:VG) is one of the stocks Jim Cramer highlighted as potential winners from the US-EU deal. While discussing it during the episode, Cramer said that it seems like a “potential beneficiary” from the trade news. He commented:

“The other LNG exporter that investors seem to be liking today was a real controversial one, Venture Global, which just came public in January this year and initially looked like a gigantic bust. But with its stock falling from an IPO price of 25, all the way down to 6.75, its lows in April before rebounding to around 15% today, this one’s getting attractive. Venture Global was controversial because they did something a little shady. They sold LNG cargoes at high spot prices a couple years ago, even though they’d previously agreed to lower price exports with the first customers they’d signed.

All that said, this does seem to be a potential beneficiary from the trade… news because last year, Venture Global signed a deal to send liquified from Louisiana to Central and Eastern Europe via a receiving terminal in Greece, and that’s why the stock shot up over 4% today. Just remember, a lot of their production is still locked up in these lower price contracts. There’s only so much potential upside here for Venture Global.”

Venture Global (NYSE:VG) develops and operates natural gas liquefaction and export facilities. The company’s activities include transportation, shipping, regasification, and LNG sales.

5. Cheniere Energy, Inc. (NYSE:LNG)

Number of Hedge Fund Holders: 75

Cheniere Energy, Inc. (NYSE:LNG) is one of the stocks Jim Cramer highlighted as potential winners from the US-EU deal. Cramer discussed the stock and said that “it should have gone higher,” as he remarked:

“Next, you want some exposure to the companies that make it possible for our country to ship natural gas across the ocean. Now, these are the liquified natural gas plays, and this is what a lot of people are most excited about. The top dog in this space is Cheniere Energy, LNG is the symbol, which has been producing and exporting liquified natural gas from its Sabine Pass facility in Louisiana for nearly 10 years now, and also has a second working LNG facility in Corpus Christi, Texas.

Now, Cheniere is the largest LNG producer in the country and already sends a ton of its gas to Europe. It’s the obvious winner from this European trade deal, which is why its stock jumped over 3% or 1.4% today. I think it should have gone higher. It doesn’t mean it’s not done. If Europe really follows through, these guys could have a lot more business.”

Cheniere (NYSE:LNG) is an energy infrastructure company focused on liquefied natural gas, operating major LNG terminals and supply pipelines.

4. ONEOK, Inc. (NYSE:OKE)

Number of Hedge Fund Holders: 42

ONEOK, Inc. (NYSE:OKE) is one of the stocks Jim Cramer highlighted as potential winners from the US-EU deal. Cramer mentioned the stock and said that it “could potentially have more upside than Energy Transfer.” He commented:

“Now, if you’re looking for another natural gas-oriented pipeline company with some growth, there’s ONEOK. These guys have a particularly strong presence, bringing natural gas to the Gulf Coast, which is where most of our existing liquified natural gas export infrastructure currently sits. Now, the yield isn’t quite as strong here. Right now, ONEOK units pay a dividend that yields just over 5%, but with ONEOK currently down over 30% from its highs late last year, this one could potentially have more upside than Energy Transfer.”

ONEOK (NYSE:OKE) is a midstream energy company that provides gathering, processing, transportation, storage, and export services for natural gas, natural gas liquids, refined products, and crude oil. The company is also involved in blending, marketing, leasing, and infrastructure-related activities.

3. Energy Transfer LP (NYSE:ET)

Number of Hedge Fund Holders: 36

Energy Transfer LP (NYSE:ET) is one of the stocks Jim Cramer highlighted as potential winners from the US-EU deal. Cramer mentioned the company and suggested collecting its attractive dividends. He remarked:

“Hey, speaking of good yields, some of the best natural gas-oriented pipelines have huge benefits, and they’re winners too if Europe imports a lot more liquified natural gas from the US. Wow. Listen to this, Energy Transfer LP. Okay, now you called me about that a lot of times. It’s one of the largest players in the space, providing natural gas gathering, compression, treating, storage, transportation, and marketing services with nearly 107,000 miles of pipeline, 235 billion cubic feet of storage capacity, and more than 70 natural gas processing and treatment facilities.

This is another great long-term performer. The stock’s roughly tripled over the past five years after they digested a lot of debt. Plus, while you wait for the potential EU trade benefit to kick in, you can sit back and collect big fat dividends. The Energy Transfer dividend gives you a yield of 7.5%.”

Energy Transfer (NYSE:ET) provides energy services, including the transportation, storage, and processing of natural gas, crude oil, and natural gas liquids. Additionally, the company engages in fuel distribution, power trading, natural resource management, and infrastructure leasing.

2. Coterra Energy Inc. (NYSE:CTRA)

Number of Hedge Fund Holders: 43

Coterra Energy Inc. (NYSE:CTRA) is one of the stocks Jim Cramer highlighted as potential winners from the US-EU deal. Cramer mentioned the stock during the episode and noted that it is “out of favor,” as he commented:

“Now, the other natural gas producer I’m going to give you is a little more, let’s say, I would say out of favor, how about that? It’s Coterra Energy, currently the only energy sector stock in my Charitable Trust. Honestly, I like Coterra more for its optionality than for its natural gas exposure specifically. They have the ability to emphasize either crude oil or gas production depending on market conditions. But if this trade deal with Europe does have the effect of sustainably higher natural gas prices in the United States, then Coterra can easily lean into that side of the business. But it doesn’t hurt that stock sports a bountiful 3.7% dividend yield, but it does bother me right now. The oil business is not doing well for them.”

Coterra (NYSE:CTRA) is an oil and gas company focused on the exploration, development, and production of oil, natural gas, and natural gas liquids. The company also operates gathering and disposal systems and sells natural gas to several commercial and industrial buyers.

1. EQT Corporation (NYSE:EQT)

Number of Hedge Fund Holders: 91

EQT Corporation (NYSE:EQT) is one of the stocks Jim Cramer highlighted as potential winners from the US-EU deal. Cramer mentioned that the EU deal is just a bonus, and he already likes the stock. He commented:

“Let’s start with a couple of natural gas producers themselves. The first and most obvious, and we’ve had them on many times, is EQT. It’s the exploration, production company with operations in the Appalachian Basin, spanning Pennsylvania, West Virginia, and Ohio. Since acquiring a pipeline company called Equitrans Midstream last year, EQT calls itself, ‘America’s only large-scale vertically integrated natural gas producer,’ and it’s the first name I think of these days when I want a pure play on natural gas production.

While the stock didn’t bounce today, mainly because the price of natural gas tumbled nearly 3%, it’s been a great long-term performer, up 51% over the past 12 months. Frankly, EQT is the stock I’d like even without this new EU deal, and this news is just a bonus.”

EQT (NYSE:EQT) produces, gathers, and transports natural gas, selling it along with natural gas liquids to utilities, marketers, and industrial buyers. Moreover, the company provides marketing, pipeline capacity management, and risk management services.

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