Sam Zell: Energy One of Few Reasonably Priced Areas

The video discusses energy investments, focusing on the potential of natural gas over crude oil due to its growing demand and role in replacing coal. It highlights challenges in the midstream sector, including contract renegotiations and the impact of fracking on pipeline infrastructure.

What factors have contributed to the positive outlook in the energy space?

What are the implications of the dramatic changes in cost for energy investments?

How is natural gas replacing coal in the energy market?

In what ways are companies renegotiating contracts in the midstream sector?

What challenges are midstream companies facing in the current market?