AROC - Midstream Companies And The Fuel Of The Future
- Hydrogen is the fuel of the future. The most practical way to transport it is via existing natural gas midstream infrastructure.
- This would work by blending up to 15% hydrogen with natural gas, analogous to corn-ethanol being blended with gasoline.
- Thus, existing natural gas midstream assets owned by the likes of MPLX LP, Enterprise Products Partners, Kinder Morgan, and Energy Transfer would benefit from ongoing demand and extended useful lives.
- The recent combination of Spartan Energy Partners (private) with CSI Compressco (CCLP) is our favorite high risk/reward way to invest in this opportunity.
For further details see:
Midstream Companies And The Fuel Of The Future