Originally Posted by
Trip7
That's a highly inefficient way to play the Crisis. Much easier investments to make with far more asymmetric upside:
- Ultra Deepwater Drillships
- Gulf of America and West Africa Oil Producers (Shipping routes avoid conflict areas)
- US land based Oil and Gas Services businesses (especially the ones where you can write off depreciation against W2 income)
- GOA area Natural Gas Producers(LNG exports)
- Uranium producers
- Thermal Coal Miners
- US based Fertilizer and Chemicals Producers
- LR and MR product tankers(US
- Gold Miners (when bond market breaks)
You think that would be more profitable than a few pipeline projects to push oil across the desert.
Seems like Saudi and UAE have feasible infrastructure to expand pipeline routes.