America’s global power has always been tied to its ability to produce, secure and control energy. In 2025, that connection is clearer than ever.

With the federal government reversing course on restrictive climate policies and reasserting energy dominance as a national priority, we are entering a new era — one where U.S. oil and gas is again at the center of economic strength, geopolitical leverage and portfolio resilience.

For investment advisers, this shift creates a timely opportunity to align client strategies with macro forces that are now not only durable but policy backed.

ENERGY IS ECONOMIC POWER

The United States is once again leading the world in energy production, not as a matter of luck, but as a matter of design. Federal lands are reopening, permitting has been streamlined, and the administration has prioritized pipelines and liquefied natural-gas (LNG) exports.

This policy clarity allows operators in regions such a