The Trump Rally Has Begun, And These Oil Stocks Need to Be On Your Radar

Keith Kohl

Written By Keith Kohl

Posted May 9, 2025

The Trump rally has begun. 

It was kind of inevitable, if you’ve been paying attention to how our President operates. One by one, the dominoes are finally starting to fall since the trade war escalated a few months ago and the market corrected. 

But do you really want to know when the oil market is signaling a bottom? When the fear is at its greatest and the blood is flowing freely through the streets, that’s the time we strike. 

For us, the biggest flag occurred when WTI crude prices fell into the mid-$50s. No matter how devastating oil falling below $50 per barrel would be for everyone, it was a clear sign that the disconnect between investors and reality has peaked. 

That’s why I told you to buy oil now and thank me later, because opportunities like that come but once every decade. 

Stop and think about it for a moment, then you’ll see that we’re still in the early stages of this opportunity.

The fear over President Trump’s trade war lasting years pushed people to the brink of insanity. The moment that Goldman Sachs came out a few weeks ago calling for sub-$40. 

Like I mentioned earlier this week, every hour that oil stays below $60 per barrel makes me more excited. So, imagine my lack of surprise when energy stocks — and our favorite oil stock specifically — shot to the moon yesterday after the first trade deal was announced. 

Who would’ve thought that it was going to be the UK coming through with a huge trade deal that eliminates the 25% tariffs on things like steel, aluminum, and autos. Honestly, I didn’t have the UK succumbing first to the trade war on my 2025 bingo sheet… but hey, let’s take what we can get. 

As you might’ve expected, the news was a shot of adrenaline mainlined right into the market. 

Now, the UK by itself isn’t the driving catalyst for higher oil prices. Rather, it’s the optimism that more of these deals will be coming down the pipeline sooner and not later. Of course, the moment we see that all-important deal ironed out with China, then all bets will be off as a massive rally takes place.

Fortunately, it’s still not too late to enjoy the ride. 

These Oil Stocks Need to Be On Your Radar

In the midst of the U.S.-UK trade deal, there was another piece of news that was swept to the side. 

On Wednesday, U.S. Energy Secretary Chris Wright said that we’ll be immediately refilling our strategic petroleum reserves. He went so far as to suggest that the U.S. will be adding another 250 million barrels to the SPR, which were woefully depleted in 2022 by the Biden administration. 

To be honest, I’ve been waiting for this piece of news to come out ever since WTI prices fell below $60 per barrel, and yet not many people seemed to have noticed this announcement. 

That’s good news for us, believe me, because this move will add a ton of value on the most beaten-down sector inside the oil industry. 

I’m talking about the upstream players that are collectively cutting capital spending across the board. Those E&P companies have not only taken the brunt of the price crash, but the weak oil price environment has ensured us that U.S. output is going to decline in the weeks and months ahead. 

Look, lower output from U.S. fields IS going to happen — there’s no changing that right now. We’ve long passed the breaking point, and companies have already started cutting their capital budgets and reducing drilling activity. 

There’s an absolute fire sale taking place inside the oil sector, and this is STILL the first stock I’m buying before the market closes.

Until next time,

Keith Kohl Signature

Keith Kohl

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A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing’s Energy Investor and Technology and Opportunity.

For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology.

Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s Topline Trader advisory newsletter.


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