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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: robert b furman who wrote (200847)4/10/2020 11:22:50 AM
From: E_K_S1 Recommendation

Recommended By
dvdw©

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I recall JimisJim very positive on SRE (Sempra LNG) w/ their expansion into Mexico w/ NG. I continue to believe LNG and NG is the the big winner in powering North America (and the World). It's clean and just by it's chemistry stores energy better than a battery/electricity (no loss of energy when transported).

During these last few weeks I have been making buys in KMI , PBA & WMB and a few very small Buys in some of the MLPs (ET, DCP). Those Buys pretty much were based on LNG/NG developments in Canada and a recent FERC decision for PBA to go forward w/ their Jordan Cove LNG Export facility. Both KMI & WMB will feed NG to that plant.

It's probably a good time to revisit the NG/LNG infrastructure as it relates to Mexico. JimisJim mentioned some things near Ensenada, Baja California, Mexico. SRE was building a pipeline to feed that plant (not sure if they partnered w/ other companies).

ENERGIA COSTA AZUL LIQUEFACTION Ensenada, Baja California, Mexico

I had SRE on my watch list but did not add shares. Also, worth drilling down into the contractor/suppliers to see if I can construct a basket of companies that may/could benefit from an infrastructure expansion/upgrade bill now being discussed in Congress.

Continue to post your ides as I would love to invest in US companies helping to build out this needed infrastructure. FWIW, I see NG fuel cells at many of our manufacturing facilities to generate decentralized electric power. This technology is getting really efficient and now competes w/ large scale NG power plants.

EKS
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