Key Points
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Chemical production operations will boost Chevron’s profits as oil prices rise.
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Enbridge, operating over 70,000 miles of pipelines, remains insulated from volatile oil prices.
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Vistra anticipates a 6-fold increase in electricity sales amidst growing cloud and AI markets.
Chevron is one of the world’s largest integrated energy companies, operating in 180 countries, predominantly in the U.S., Kazakhstan, and Australia. The company plans to increase its oil and gas production by 2%-3% annually through 2030, with expected earnings per share (EPS) growth of 16% annually from 2025 to 2028.
Enbridge moves about 30% of North America’s crude oil and is less exposed to price volatility as it charges tolls for its pipeline services. Analysts project a 5% compounded annual growth rate (CAGR) in EBITDA from 2025 to 2028.
Vistra’s electricity generation capacity is roughly 44 gigawatts, powering approximately 22 million homes. Expected EPS growth from 2025 to 2028 is nearly 6-fold, driven by contracts with major clients like Meta Platforms, while the stock trades at 18 times this year’s earnings.
