How Trump’s ‘Record Cold Wave’ Post Could Jolt Energy, Utilities, and Industrials Stocks

President Trump has posted a new announcement on Truth Social, the social media platform. He wrote:

“Record Cold Wave expected to hit 40 States. Rarely seen anything like it before. Could the Environmental Insurrectionists please explain — WHATEVER HAPPENED TO GLOBAL WARMING???”

How Will Trump’s Statement Affect the Stock Market?

This latest post has the potential to affect the stock market. That’s because Trump’s post highlighting an extreme cold wave could briefly boost sentiment for traditional energy producers like Chevron (CVX), Exxon Mobil (XOM), and oil‑service plays such as VanEck Oil Services ETF (OIH) and broad energy funds like XLE and VDE, on expectations of higher heating demand and fossil‑fuel friendly political narratives. Utilities such as Duke Energy (DUK), NextEra Energy (NEE), Vanguard Utilities ETF (VPU), and XLU—along with heating and HVAC‑linked Carrier Global (CARR)—might also see positive attention as investors anticipate increased power and heating usage, though grid‑stress concerns could temper enthusiasm. Conversely, framing climate change as questionable may weigh on longer‑term clean‑energy and climate‑transition sentiment within industrials and utilities (e.g., Honeywell (HON), NEE, VIS, XLI, IYJ), adding policy and regulatory uncertainty even as short‑term weather‑driven demand supports the broader energy and utilities complex.

Here are some of the stocks that might be affected:
Chevron ((CVX)),
Duke Energy ((DUK)),
Exxon Mobil Corp. ((XOM)),
Honeywell International ((HON)),
NextEra Energy Inc. ((NEE)),
Vanguard Industrials ETF ((VIS)),
Industrial Select Sector SPDR Fund ((XLI)),
Utilities Select Sector SPDR Fund ((XLU)),
Energy Select Sector SPDR Fund ((XLE)),
VanEck Oil Services ETF ((OIH)),
Vanguard Energy ETF ((VDE)),
Vanguard Utilities ETF ((VPU)),
iShares U.S. Industrials ETF ((IYJ)),
Carrier Global Corp. ((CARR)).