As the aftershocks of the Russia-Ukraine conflict play out, it's becoming clear that our energy crisis is not some kind of transitory event, like the Fed originally claimed. We're looking at a new normal, a "new world order" that's going to be with us for years or even decades.
In fact, OPEC estimates that oil and gas demand will increase by about 20%, from 90.6 million barrels a day in 2020 to 108.2 million barrels a day in 2045.
On top of that, we're still facing down the biggest oil supply shortage the world has had in decades. The International Energy Agency's original projections from a few months ago were so dire, it released an emergency action plan to reduce demand that included things like - and I'm serious here - "car-free Sundays" in large cities.
I have been screaming from the hilltops since late 2020 that energy infrastructure - pipelines, gathering stations, rail depots, port terminals, storage yards, and processing facilities - were going to continue seeing floods of cash. That was before current events led to massive shifts in the market, and now demand is higher than ever.
Also, thanks to the "not in my backyard" syndrome in the United States, very little new oil and gas infrastructure will come online anytime soon, driving up the value of existing facilities.
A lot of money is going to be made in owning these companies and master limited partnerships (MLPs) that own these assets.
I have a closed-end fund pick that makes it easy for any investor to profit from the "new normal" in traditional energy, letting you own a piece of the entire sector for much less than it would cost to buy individual stocks.
Forget building a custom energy portfolio - this one ticker has everything you need...