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.
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