Kayne's Hamilton: 'Historic' oil drawdowns create energy infrastructure opportunities
About this episode
Gordon Hamilton discusses the impact of historic oil drawdowns on energy infrastructure opportunities amid a global energy crisis.
Gordon Hamilton, Senior Managing Director for Kayne Anderson , Portfolio Manager for the Kayne Anderson Energy Infrastructure fund, says that there will be a big call on U.S. energy infrastructure companies to meet global demand for propane, butane, crude oil and natural gas as the world gets through the current energy crisis created by war in Iran. Coupled with an energy "supercycle" driven by artificial-intelligence needs, it is creating a positive long-term demand picture where infrastructure should be able to have persistent performance even if current events or A.I. expectations add concerns to the market.
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