MIDSTREAM
Important to have an experienced operator to monitor all the moving parts. Long term contracts are essential. Location is the key. The facility needs to have roads, rail and docks for ships or barges.
Clean and Renewable Fuels
Oil and gas will be around for a very long time. Besides energy, it is used in over 66,000 products. So let’s find and encourage ways to make it cleaner, reduce the sulfur and CO2. Clean fuels include propane, natural gas biofuels and hydrogen. It is critical to have an experienced operator to monitor all the moving parts. Long term contracts are essential. Location is the key. The facility should have roads, rail and docks for ships or barges.
Therapeutics
Investors have very narrow mandates, which is why I am connected to institutional, SFO, hospitals and foundations. My experience includes iron deficiency, skin creams for eczema, dry skin and rashes, prevention of the side effects of chemo and radiation, diabetic retinopathy.
Intermodal Transportation
Highways are getting more and more congested and getting containers to crowded ports makes the trip all that more expensive and time consuming. Using rail is not only cheaper but it significantly reduces CO2. Regulations for truckers are burdensome. Finding qualified drivers is a challenge. We can look at private transportation projects as well as P3 projects. There are few if any shipping contracts with customers, rail and ocean carriers. Therefore, it is important to understand the industry.
Small Modular Reactors
They are our future but getting there is a long and expensive process. The regulatory process is improving. We are thirsty for more electricity and with the emerging data centers and AI being a major factor the demand is skyrocketing. Many are using new designs and new types of fuel. They are Net Zero and once commissioned, will produce energy for decades and are not weather dependent. In addition to small modular reactors, micro reactors can be placed in more locations with their own grid.
Native American Casinos
Obviously an endeavor that requires a lot of expertise and due diligence. I wrote a lot of performance and payment bonds for projects on tribal land. It takes a lot of due diligence and expert legal advice from experienced attorneys. I work with a NYSE firm that funded a $500,000,000 project.