Ep.471: Why There Are No Good Options Left in the US War Against Iran | Gregg Carlstrom

Bullish:

• $ENERGY - US energy producers positioned to benefit from Gulf energy crisis as major LNG facilities damaged for 3-5 years and oil supply disrupted.

  • “there is a major new gas liquefaction plant, I think in Louisiana that's meant to come online fairly soon. It's been delayed, but it's meant to come online fairly soon. There aren't many countries that can pick up the slack for Qatar being out of the natural gas market, but The US is a powerhouse in that space.”

    Gregg·19:21