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25% of the imported tariffs of President Trump for Mexico and Canada and an additional 10% tariff for China force investors to look for a shelter from potential consequences. Canada causes special concern, as it is the main supplier of energy for the United States, including raw oil and natural gas.

The United States import most of their raw oil from Canada. According to the Cato Institute, if the import of energy was withdrawn from the equation, the United States will have a trade excess in Canada. A third of all raw oil imported by the United States also comes from Mexico. If the import of energy holds you at night, here are two promotions in the oil/energy sector to trade in each direction of tariffs.

Cenovus Energy: After falling by 70.4%, now there may be time to buy a fall

Fear of the import of tariffs charged to Canadian energy Cenovus Energy Inc. NYSE: CVEThe rally field is traded by 8.65% from the beginning of the year (YTD) as of February 28, 2025.

Cenovus is one of the largest producers of heavy raw oil in Canada. Its heavy raw oil from Alberta oil sands is ideal for US oil refineries located in the Middle West and the Gulf of Mexico. These factories are designed to treat oil sand bitumen, such as heavy crude oil.

While the general public reported that the United States is one of the largest oil producers, most of it is considered “light sweet” oil, and most American oil refineries are intended for processing heavy raw oil.

Therefore, export of light sweet oil is more profitable than trying to improve it within the country. Oil should be sent abroad to be processed into useful fuel, which is more expensive than to adhere to heavy crude oil. Cenovus is a major exporter of the United States from his proximity to the country.

Cenovus has already been created with US infrastructure

The United States has already installed pipelines transporting heavy raw oil from Canada to the Middle West, which are even shorter and cheaper than delivery from the coast of the Gulf of Mexico. The average Western oil refineries rely on Canadian oil. If Trump applies a tariff for all imports, including Saudi Arabia, then the import of Canadian raw oil will still be the cheapest.

Cenovus is tightly blocked with Phillips 66 oil rejection

While Cenovus owns two oil refineries in Saskachevan, Canada, they also have 50% of the ownership of two oil refineries in the Midwest, US Phillips 66 NYSE: PSXThe Lima’s Note of Lima is a mixture of gasoline and gasoline with a low casing content, jet fuel, ultra-low diesel fuel sulfur, petrochemical raw materials and other by-products transported by the pipeline and railway cars to the market in Ohio, Illinois, Indiana, Pension and Southern Michigan.

The upper oil refinery in Wisconsin produces gasoline, diesel and asphalt and clarifies light and heavy raw oil from Northern Dakota and West Canada. This is a more centuries -old oil refinery in Toledo in Oregon, Ohio, and can process up to 160,000 barrels per day, including 90,000 barrels per day of heavy oil. It can produce 3.8 million gallons of gasoline, 1.3 million gallons of diesel fuel and 600,000 gallons of jet fuel per day.

Cenovus can sell more oil to Asia

If as a result of tariffs there is a violation of demand by the United States, Cenovus has no lack of demand for its black gold. This can choose more oil in Asia. China can buy more oil through the transobuminal trance. Nevertheless, export capacity is limited to about 590,000 barrels per day (BPD), against 4 million barrels in the United States.

Cenovus announced the profit in 4024 per share (EPS) of 5 cents compared to 17 centers of consensus rating, absent for 12 cents. Production upstream increased by 1% compared to the same period last year (YOY) and 6% of the quarter per quarter (QoQ) to 816,000 barrels of oil equivalent per day (BOE/D).

He reached the highest quarterly and annual boards of oil sand mining in 628 500 BOE/D and 610 700 BOE/D, The working characteristics downstream were improved, with 97% in Canadian processing and 92% in US processing. The expansion of expenses, with the exception of the cost of turnover, fell by 18% to 10.89 US dollars per barrel.

The worst case is probably already the price in

Cenovus Stock has recently reached 52-week minimums, mainly due to tariff fears. The market always tends to overcome its reactions. After the tariffs are charged, the rebound is almost sure. Even with tariffs levied on Canadian oil, it can still be cheaper to continue to import oil from Canada, and not pay for imports from the Middle East.

NRG Energy: adhere to home energy

For investors who want to stay away from imported tariffs, NRG Energy Inc. NYSE: NRG It is a large independent electricity manufacturer in the United States, generating 23 Gigavatt (GW) and works mainly in deregulated markets.

Their rates are based on the market and are determined by demand and offer, and are not regulated as the only main utility in the region.

The company uses a surge of demand thanks to the Boom AI and the data processing center. This allowed them to block large agreements on the purchase of power (PPA), since the racers for strength participate in races to ensure sufficient energy, even fixing in nuclear energy agreements, as shown Constellation Energy Co. NASDAQ: CEG 20-year-old PPA s Microsoft Co. NASDAQ: MSFT in 2024.

Can NRG save your impulse? Eye analysts continued upward

The company confirmed its management in 2025, predicting the adjusted profit per share in the amount of $ 7.25 and adjusted profit to interest, taxes, depreciation and depreciation (EBITDA) in the amount of $ 3.85 billion. USA.

In 2024, the company published a adjusted record EBITDA in the amount of $ 3.8 billion, which is $ 470 million. NRG shares are traded by 17.17% YTD and pay dividend yield by 1.66% as of February 28, 2025.

Strong generation of cash flows and disciplined distribution of capital continues to maintain the profitability of shareholders.

The management is still confident in achieving their long-term financial goals with an emphasis on operational efficiency and strategic growth initiative.

Before considering Cenovus Energy, you will want to hear it.

Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their customers to buy now before the wider market is won … and Cenovus Energy was not on the list.

While Cenovus Energy is currently a moderate purchase rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

View five shares here