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The midstream investments I made last year (mostly for their income production) are still making sense to me today. Perhaps that will continue to be the case for a few years??? The transition era marketplace dynamics are interesting to watch.....Natural gas, used to generate electricity and heat homes, was abundant and cheap during much of the last decade amid a boom in supply from the U.S. to Australia. That came crashing to a halt this year as demand drastically outpaced new supply.
....there is a growing consensus that the world is facing a structural shift, driven by the energy transition.
With few other options, the world is expected to depend more on cleaner-burning gas as a replacement to coal to help achieve near-term green goals. But as producers curb investments into new supply amid calls from climate-conscious investors and governments, it is becoming apparent that expensive energy is here to stay.
....the green movement could disrupt the delivery of adequate and affordable supply to consumers