Solid energy infrastructure plays aren't going away, now or long-term
The NAVigator · Active Investment Company Alliance
October 15, 202110m 16s
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Show Notes
Sam Brothwell, director of research at Energy Income Partners, says that the frothy market for energy has created solid opportunities for infrastructure plays, such as pipelines, storage facilities, and liquid natural gas logistics companies. Brothwell discusses the emergence of renewables, noting that while they hold tremendous potential, they are not replacing legacy energy sources for use, and they should not replace those companies in investment portfolios either.