Jay Hatfield highlights three energy stocks, Energy Transfer, Cheniere Energy, and Marathon Petroleum, tied to natural gas, LNG exports, and refining, that offer income and defensive growth potential.

North America, Gulf, Middle East

Who

Jay Hatfield, founder, CEO and portfolio manager at Infrastructure Capital Advisors, and BNN Bloomberg

What

When

Thu, 18 Jun 2026 18:28:10 GMT · 14h 55m ago

Where

North America, Gulf, Middle East ·

Why

These companies are preferred due to strong underlying demand trends, limited direct exposure to commodity-price swings, and benefits from geopolitical shifts impacting Middle Eastern capacity and global supply preferences.

The Frontline Impact

How this affects you

Investors seeking alternatives to bonds or more conservative options may find these energy infrastructure stocks offer income, lower volatility, and defensive characteristics, especially as global LNG demand expands and refiners benefit from elevated crack spreads.

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Verified Sources & Citations

Bnn Bloomberg
https://www.bnnbloomberg.ca/investing/hot-picks/2026/06/18/hot-picks-three-defensive-energy-stocks-with-growth-potential/
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