Trump just pulled the biggest policy lever in American energy history.

by

Defense Production Act, April 20th 2026.

3 massive Presidential Determinations.
All Signed simultaneously.

⛽ Petroleum & large scale energy infrastructure

🔥 Natural gas, LNG transmission, processing & storage

🪨 Coal supply chains & baseload power generation

What this actually unlocks:

💰 Federal money pumped directly into fossil fuel supply chains

📋 Priority government contracting, overnight

🏗️ State laws blocking energy projects: overridden

⚡ DoD signing long-term contracts with coal/power plants

🚀 LNG capacity already doubled , now supercharged

Hormuz blocked, Europe empty… Oil repricing.

And Washington just put the US government’s full balance sheet behind energy production.

This doesn’t just help Exxon and Chevron.

It creates a very specific list of companies midstream, LNG terminals, pipeline infrastructure, grid buildout that will capture the bulk of this federal money.

I’ve been tracking 12 of them in The Merchant’s Portfolio(full list in my latest article) and they are genuine gems.

The ones positioned exactly at the intersection of DPA funding + Hormuz rerouting + LNG export boom.

Don’t miss the full breakdown 👇
https://themerchantsnews.substack.com/p/is-the-war-ending-markets-just-snapped?r=tf0g2