Postcards: There's Always Money in the Midstream

The center of the energy supply chain is rich with companies with strong yields, appreciation upside, and booming demand into the next few decades.

Dear Fellow Expat:

When I first broke into the financial publishing industry, I had the good fortune of working with Dr. Kent Moors.

Dr. Moors was one of the most knowledgeable energy experts I’d ever met.

He had an incredible understanding of geopolitical tensions and the key players across the global energy supply chain. He’d regularly write about his travels around the world - consulting for foreign governments in the energy patch or attending political summits under Chatham House Rules.

One story that I edited of Kent’s has stuck with me for the better part of a decade. It was an article recommending Cheniere Energy (LNG) in 2011 when shares traded under $10. (Shares are now at $168.00).

I remember the story headline we agreed upon…

It read: “There’s Always Money in the Midstream.”

And it was as true in 2011 as it is today.

The Cash Rich Midstream

The “midstream” is the center of the energy supply chain.

Companies in this space engage in the transportation of crude oil and natural gas…