Four Dividend-paying Liquefied Natural Gas Stocks to Purchase Amid War
Four dividend-paying liquefied natural gas stocks to purchase amid war offer investors a chance to take stakes in companies that focus their operations in North America far way from the Strait of Hormuz where shipping has been blocked by Iran so far this month.
The four dividend-paying liquefied natural gas stocks to purchase amid war have become somewhat of a refuge for investors seeking to dodge the worst of the effects of market volatility and economic risks that followed soon after coordinated joint airstrikes by the United States and Israel against Iranian military infrastructure and leadership starting on Feb. 28. Oil and liquefied natural gas (LNG) prices soon thereafter began to climb, boosting a modest boost to the stocks in those businesses.
LNG is created by cooling natural gas to -260° F (-162° C), changing it from a gas into a liquid that is 1/600th of its original volume. That dramatic change allows LNG to be shipped safely and efficiently aboard specially designed vessels. But Iran has essentially blocked shipments of oil and LNG in the critical Strait of Hormuz, and reportedly attacked and damaged tankers that were seeking to navigate through it to reach consumers and businesses in Asia and parts of Europe that need to import those energy resources, as well as fertilizers. Once LNG arrives at its intended destinations, it can be converted back to gas for use in electricity generation, industrial manufacturing of steel, glass and paper, residential and commercial heating and cooking and as a cleaner fuel than coal for shipping and heavy-duty transportation.
Four Dividend-paying Liquefied Natural Gas Stocks to Purchase Amid War: Ongoing Risks
Markets and economies throughout the world are vulnerable if the military actions persist between Israel and the United States on one side and Iran on the other for months or longer. The risk to commerce is significant since shipping activity essentially stopped in or near the Strait of Hormuz starting Feb. 28. In addition, news reports for that region indicate that tankers have been damaged in attacks by armed forces from Iran and its proxy fighters that are part of the so-called “Axis of Resistance.”
Iran is continuing to attack oil infrastructure and tankers of many of its neighboring nations in the Arabian Gulf, also historically known as the Persian Gulf, a 87,000-93,000 square mile sea of the Indian Ocean in the Middle East. However, the United States is engaging in new strikes against Iran, and U.S. Defense Secretary Pete Hegseth spoke about continuing them. Iran’s leaders ruled out talks and threatened U.S. President Donald Trump’s life.
U.S. officials previously uncovered multiple Iranian plots to assassinate President Trump. One led to a November 2024 indictment alleging a murder-for-hire scheme ordered by the Islamic Revolutionary Guard Corps (IRGC). The IRGC is estimated to have 150,000 to 190,000 active personnel, with the numbers rising to 600,000 when accounting for reservists.
Iran’s President Masoud Pezeshkian, a key member of a tripartite leadership council overseeing Iran since a Feb. 28 airstrike killed Supreme Leader Ayatollah Ali Khamenei, apologized Saturday, March 6, for attacks on other Arab countries, even though its missiles and drones were hitting nearby Gulf nations anyway. The situation raises the critical question of whether anyone in Iran’s leadership is controlling Iran’s armed forces.
While Iran launched new attacks against Israel and certain Arab countries viewed as too closely aligned with the United States, Israel carried out airstrikes on Iran and Lebanon, where it is battling Hezbollah militants, the Associated Press reported.
Neither President Trump nor Khamenei wanted the late Supreme Leader’s son, Mojtaba Khamenei, to succeed his father, but the IRGC reportedly influenced the decision. News reports indicated the new Supreme Leader was not elected by a majority of the Assembly of Experts who voted, according to the New York Post.
Roughly 2,500 Marines and at least one amphibious assault ship are headed for the Middle East, a U.S. official told the Associated Press. President Trump has discussed the need to reopen the Strain of Hormuz for safe passage and the U.S. forces may be helpful in facilitating that goal.
Four Dividend-paying Liquefied Natural Gas Stocks to Purchase Amid War: Carlson’s Counsel
The big losers of recent years are doing well so far in 2026, wrote Bob Carlson, who heads the Retirement Watch investment newsletter. Carlson, who also is known for inventing a proprietary IRA calculator, wrote to his subscribers that energy is the best-performing sector so far in 2026, jumping more than 20% in the first two months. Other sectors up more than 10% so far in 2026 are materials, industrials and consumer staples.
Bob Carlson, of Retirement Watch, meets with Paul Dykewicz.
Four Dividend-paying Liquefied Natural Gas Stocks to Purchase Amid War: Perry’s Perspective
The stock market landscape is characterized by a high-stakes tug-of-war between a persistent bull market and escalating geopolitical instability, Bryan Perry wrote to his Cash Machine investment newsletter subscribers.
While the S&P 500 remains near historic highs, bolstered by corporate tax relief from the One Big Beautiful Act, investors are increasingly on edge, Perry wrote. A tactical correction for the S&P 500 recently occurred for the first time in nearly two years, driven by a sudden risk-adverse sentiment as military strikes in the Middle East sparked fears of a broadened regional conflict, he added.
Consequently, volatility has spiked. The VIX index that tracks volatility has climbed toward the mid-20s as traders weigh the resilience of the U.S. economy against the threat of external shocks, wrote Perry, who also heads the Breakout Blue Chip Trader, Quick Income Trader and Hi-Tech Trader advisory services that feature both stocks and options. He further introduced a new recommendation to his newsletter readers on March 6 that is intended to gain amid rising oil prices.
“The leadership of the market is currently undergoing significant rotation, as the winner-takes-all dominance of big tech begins to face its first real challenge in years,” Perry wrote in his latest Cash Machine investment newsletter. “While the artificial intelligence (AI) super cycle continues to provide a long-term tailwind for semiconductors and data-center infrastructure, the market is demanding proof of monetization.
“This has led to sharp pullbacks in software and data service firms that have failed to show immediate margin improvements. In their place, real economy sectors like Energy and Industrials have surged; energy stocks, in particular, have soared over 20% year to date as crude oil prices spike amid supply concerns in the Strait of Hormuz.”
Bryan Perry averages a 10%-plus dividend yield in Cash Machine.
Four Dividend-paying Liquefied Natural Gas Stocks to Purchase Amid War: LNG
Cheniere Energy Inc. (NYSE: LNG), of Houston, Texas, began operations in 2016, and quickly has become the largest producer of LNG in the United States and the second largest in the world. Its LNG now reaches more than 40 markets in five continents, with the demand for its fuel expected to grow as countries across the globe seek cleaner ways to power their economies than coal.
The company’s stock is now largely back to summer 2025 levels after meaningful fourth-quarter underperformance despite what ended up being a slightly more constructive LNG price curve even ahead of this conflict, according to Citi Research.
As a middleman between producers and buyers, LNG has found a niche. For the fourth quarter of 2025, Cheniere Energy’s free cash flow of $2.06 billion handily beat the streets estimate of $1.955 billion.
“Not only did the company re-purchase hundred billion dollars of stock during this quarter, but it also increased its share repurchase authorization to $10 billion through 2030,” said Michelle Connell, who heads Dallas-based Portia Capital Management. “The total buyback represents 20% of the company’s current market capitalization. Also, this increased share reproaches would increase LNG’s discounted cash flow to $30 per share.”
Michelle Connell heads Portia Capital Management.
LNG recently announced a $2.22 per share annual dividend, up 11% year over year.
“I would anticipate that LNG’s increased free cash flow and ongoing lower share count, via its $10 billion share buyback, would significantly increase its dividend yield,” Connell predicted.
Chart courtesy of www.stockcharts.com.
Four Dividend-paying Liquefied Natural Gas Stocks to Purchase Amid War: DTM
Detroit-based DT Midstream Inc. (NYSE: DTM) received a $156 target price from Citi Research, based on a 20-year new present valuation. But it also comes with risks, the investment firm wrote in a recent research note.
The North American-focused company faces potential reduced producer activity on its acreage and lower power demand commercialization, the investment firm wrote. Midstream oil and gas companies such as DMM act as the critical infrastructure bridge connecting upstream production wells to downstream refineries and end-users, specializing in the gathering, processing, storing and transporting of crude oil, natural gas and natural gas liquids (NGLs). Key midstream activities include pipeline operations, fractionation and marine/rail transport, ensuring efficient, safe movement to market.
DT Midstream is a major, independent midstream company founded in 2021. It operates interstate and intrastate pipelines, storage systems and gathering systems, with a focus on transporting natural gas for utilities and power plants across the United States and Canada.
Chart courtesy of www.stockcharts.com.
Four Dividend-paying Liquefied Natural Gas Stocks to Purchase Amid War: OKE
Tulsa, Oklahoma-based ONEOK, Inc. (NYSE: OKE) is a midstream operator that provides gathering, processing, fractionation, transportation, storage and marine export services. Through its approximately 60,000-mile pipeline network, ONEOK transports the natural gas, natural gas liquids (NGLs), refined products and crude oil that help meet domestic and international energy demand, contribute to energy security and provide safe, reliable and responsible energy solutions. The company describes itself as one of the largest integrated energy infrastructure businesses in North America, and recently reported financial results that pleased its top executive.
Citi Research gave a $95 target price to ONEOK, derived through its net present value methodology. Risks faced by the midstream company to navigate include a need to execute on “synergy expectations,” reduced producer activity, weaker ethane recovery economics leading to reduced recovery across OKE’s system and project execution, the investment bank added.
“ONEOK delivered another year of double-digit-percentage earnings growth in 2025, with increased volumes and continued synergy capture from a multi-year acquisition plan highlighting the value created by our integrated systems,” said Pierce H. Norton II, ONEOK president and CEO, in a statement. “Key project completions created significant operating leverage that, combined with stable fee‑based earnings, will continue to strengthen our financial position and flexibility, all while enhancing long-term value.”
Chart courtesy of www.stockcharts.com.
Four Dividend-paying Liquefied Natural Gas Stocks to Purchase Amid War: VG
Arlington, Virginia-based Venture Global Inc. (NYSE: VG) is a liquefied natural gas (LNG) company that is a major developer of export terminals. Its projects are located along the U.S. Gulf Coast.
Citi Research set a $12 target price for the stock, based on the investment firm’s 20-year net present value methodology. However, the investment firm listed potential challenges for Venture Global to overcome.
For that reason, Citi Research gave Venture Global a “high risk” rating due to a “meaningful proportion” of 40% of the price target valuation dependent on the successful commercialization of more projects, as well as the LNG company’s “significantly higher exposure to spot prices” relative to its peers.
“Commodity price is the key risk to our thesis,” Citi Research wrote. “Higher-than-anticipated global LNG prices present upside risk to our target price, while lower prices present downside risk. Pending litigation is also a risk to the downside.”
With LNG and oil prices generally rising since the start of the military conflict in Iran, the trend currently could be considered a friend for Venture Global. Ongoing arbitration proceedings also present a risk to our valuation, the investment firm added.
Chart courtesy of www.stockcharts.com.
Four Dividend-paying Liquefied Natural Gas Stocks to Purchase Amid War: Option Trading Alternative
“The current war in Iran actually started with the 1979 Islamic Revolution,” said Hugh Grossman, the leader of the DayTrade SPY options trading room. “The central, state-sanctioned change followed the November 4, 1979 seizure of the U.S. Embassy in Tehran and the subsequent 444-day hostage crisis, symbolizing opposition to U.S. policies. In chanting ‘Death to America,’ perhaps President Jimmy Carter should have finished off the conflict at that time, but Americans, being the patient society we are, graciously kicked the problem down the road. Decades later, Iran has developed — ironically with the financial, military and technological help from America — the means to seriously threaten us.
“President Trump had little choice but to end this relentless threat once and for all, not to mention the horrific slaughters the current regime did to their own people. Geopolitical conflicts can have far-reaching effects on the stock market. Initially, the resilient market shrugged off the first attack on Tehran. Where we will see the effects will be in the increased price of oil as Iran escalates its threats to shipping through the Strait of Hormuz, which carries a fifth of the world’s oil supplies, but this I expect to be short-lived. Oil increases in price, creates inflation and a threat to interest rates, which is why SPDR S&P 500 (SPY) has dropped so dramatically in the days following the attack. As nervous investors sit on the sidelines, I doubt we will see longer-term devastating effects. The economy is still fundamentally strong with consumers and businesses driving solid economic growth. What is also different this time, as opposed to prior tightening of oil supplies as seen in the 1973 oil embargo, the U.S. became a net energy exporter in 2001.”
Grossman and his partner Jon Johnson have an options trading success rate with the State Street SPDR S&P 500 ETF Trust NYSE: SPY) of more than 83%. With the market showing volatility, Grossman describes the DayTrade SPY options trading room as a good alternative to stocks right now.
Paul Dykewicz, www.pauldykewicz.com, is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street Journal, Investor’s Business Daily, USA Today, the Journal of Commerce, Seeking Alpha, GuruFocus and other publications and websites. Paul is the editor of StockInvestor.com and DividendInvestor.com, a writer for both websites and a columnist. He further is the editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul previously served as business editor of Baltimore’s Daily Record newspaper. Paul also is the author of an inspirational book, “Holy Smokes! Golden Guidance from Notre Dame’s Championship Chaplain,” with a foreword by former national championship-winning football coach Lou Holtz. Follow Paul on Twitter @PaulDykewicz.