I don't think renewables would be sufficient power to charge up all those electric cars if it gets mass adopted. I think there will be more of a need for enhanced electrical infrastructure. I think natural gas would do very well actually, probably underpriced right now.
It also has the optionality of taking market share of coal.
I think the fracking lead to oversupply in the natural gas market but most of those companies rely on cheap debt. If interest rates rise, then frackers wouldn't pump too much oil and gas.
Right now, I have positions in EPD (pipelines), Southwestern, and Range Resources. I wonder what others think? Disagree? Positions?
Submitted May 28, 2021 at 12:28AM by therivera https://ift.tt/3bYZZIG
