Enbridge, the infamous Canadian pipeline (basically the Amazon Prime of oil delivery) is out here strategizing like they just got a peek at Trump’s vision board. Their plan is to crank up the U.S. pipeline capacity ASAP now that we’ve got an oil-lover swearing in soon.

Their CEO Greg Ebel (who’s definitely not auditioning for Secretary of Energy, wink wink) has been teasing plans to increase pipeline output by “several hundred thousand” barrels per day. And they want to do it in the next two to three years, which in pipeline timelines is basically tomorrow. 

Instead of building new pipelines (because, you know, lawsuits), Enbridge is opting for a makeover. Think drag-reducing agents (basically oil's version of WD-40) and looped pipeline sections (HOV lanes, but for crude).

Enbridge isn’t even being subtle about aligning their ambitions with Trump’s energy dominance agenda. Their pitch includes moving more oil out of the Rockies (patriotic vibes, check), upping production in the Bakken (North Dakota), and delivering crude to Midwest and Gulf Coast refineries. The real funny part is that they’re framing this as a way to strengthen U.S. global influence. Ebel claims every barrel moving through their system could eventually be exported, bringing energy “freedom” to U.S. allies. If that doesn’t sound like a campaign speech, I don’t know what does.

But before you grab your MAGA hat, there’s a catch. Trump’s been threatening to glue tariff stickers to anything Canadian, including oil, which could make things messy for a company that’s heavily tied to cross-border trade. 

Ebel insists Enbridge is ready to adapt to whatever comes their way. But let’s not forget the $14 billion they just spent on U.S. gas utilities. It’s either a galaxy-brain move to cozy up to the U.S. market or the most expensive “please notice us” in corporate history. Either way, Enbridge isn’t sitting still.

\While the political drama grabs headlines, Enbridge is quietly setting itself up as the power supplier of choice for AI data centers. You’ve probably heard about AI’s insatiable appetite for energy, and how Nvidia’s servers need a steady, reliable supply of natural gas to keep their servers humming. I believe Enbridge’s sprawling infrastructure is perfectly positioned to meet that demand. While everyone debates tariffs, Enbridge is securing a future tied to the tech world’s power needs.

Enbridge is walking a fine line. They’re either making a brilliant bet (like when Tesla started selling EVs before it was cool) or setting themselves up for a high-profile misstep. With a $27 billion capital program and a 6% dividend yield that’s strong enough to keep investors loyal, they’ve got the cash flow to ride out volatility.

Now, let’s talk stock performance. Over the last six months, Enbridge’s stock has been a bit up and down. After dipping earlier in the year, shares have seen a modest recovery, up about 5% since mid-summer. But they’re still trading below their 52-week highs, which has kept the dividend yield attractive for income-focused investors. While the stock hasn’t exactly been a rocket ship, it’s showing signs of stability, especially as the company positions itself for long-term growth in the U.S.

The big question is whether this is a high-stakes gamble on Trump’s return or a calculated long game to future-proof the business. Bottom line... it’s not the hottest stock on the market, but for dividend chasers and long-term thinkers, Enbridge might just deliver the goods.

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Stock.News has positions in Amazon, Enbridge, and Tesla mentioned in article.