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# Energy Transfer: Trump Administration Tailwinds May Not Be Fully Priced In (Archive)
- URL: https://www.huntingalphas.com/energy-transfer-trump-administration-tailwinds-may-not-be-fully-priced-in-archive/
- Published: 2024-12-30T14:26:00.000Z
- Updated: 2026-02-28T08:07:47.000Z
- Description: Trump tailwinds may not be fully priced into ET stock.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, ET, Energy

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- A Trump administration is good for Energy Transfer's business. But the market's consensus forward EBITDA estimates look too low considering historical volumes and reserves growth in natural gas.
- ET is well-positioned to replenish a higher than usual dip in natural gas storage levels. Seasonality data shows January to have the highest win rate for ET stock.
- ET is trading at a small premium vs its historical valuation multiples and a lower-than usual discount vs peers. However, I think this is acceptable given the tailwinds.
- ET vs SPX500 is showing an ideal bullish technical setup; a retest after a breakout from an accumulating wedge.
- Legal battles with WMB is a risk that can have material financial impact for ET's EBITDA. WMB has a good track record of winning litigations against ET.

Read the full article [here](https://seekingalpha.com/article/4746910-energy-transfer-trump-tailwinds-may-not-be-fully-priced-in-to-stock?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*