2 Tariff-Proof Energy Stocks to Buy Now

Published: Saturday, February 28, 2026 at 4:53 pm

Tariff-Resistant Energy Stocks Offer Investment Opportunity

Recent announcements of increased tariffs on imported goods have sent ripples through the market, raising concerns for businesses across various sectors. However, certain energy companies appear well-positioned to weather this economic storm. Two companies, Dominion Energy and Williams Companies, stand out as potentially resilient investments due to their focus on domestic operations and their ability to mitigate the impact of tariffs.

Dominion Energy, a utility provider serving 4.5 million customers, is less vulnerable to tariff-related cost increases. The company can petition state utility commissions to adjust rates if faced with higher expenses. Dominion reported strong financial performance in 2025, with revenue up 14% to $16.5 billion and earnings per share (EPS) increasing 48% to $3.45. The company anticipates continued growth, projecting a 5% to 7% annual increase in operating EPS through 2030. A significant driver of Dominion's growth is the increasing demand for electricity from data centers, particularly in its service area. The company has increased its capital spending to support this demand. Dominion also offers a dividend yield of approximately 4%.

Williams Companies, a midstream energy operator, is another attractive option. Its business model, centered on transporting natural gas through its extensive pipeline network, is largely insulated from tariff impacts. The company's long-term contracts and inflation-linked escalator clauses provide a degree of financial stability. Williams has demonstrated consistent growth, with adjusted EBITDA increasing for 13 consecutive years. In 2025, adjusted EBITDA rose 9% to $7.8 billion. The company's revenue in 2025 was $11.9 billion, up 13.7%, and EPS was $2.14, up 17.5%. Williams has also consistently increased its dividend, raising it by 5% this year, marking the 52nd consecutive year of dividend payouts. The current dividend yield is around 2.9%.

BNN's Perspective:

While the potential for economic headwinds due to tariffs is undeniable, these two companies demonstrate a strategic positioning that could offer investors a degree of protection. Their focus on domestic operations and their ability to adapt to changing market conditions make them compelling options for those seeking stability in an uncertain economic climate. However, investors should always conduct thorough research and consider their individual risk tolerance before making any investment decisions.

Keywords: Energy Stocks, Dominion Energy, Williams Companies, Tariffs, Investment, Dividends, Natural Gas, Pipelines, Data Centers, AI, Revenue, EPS, EBITDA, Utility, Midstream, Domestic Consumption, Financial Performance, Stock Market, Inflation, Growth

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