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From LNG & KMI to OKLO & CEG: Joe Rinaldi Offers Energy Bull Cases

From LNG & KMI to OKLO & CEG: Joe Rinaldi Offers Energy Bull Cases

Published 1 month, 1 week ago
Description

Natural gas is going nowhere, says Joe Rinaldi. He makes that case the NATO allies will continue to favor the commodity as the U.S.-Iran War continues and sees many companies in the space well-positioned against volatility. Kinder Morgan (KMI) and Cheniere Energy (LNG) are among his top picks. When it comes to nuclear power, Joe likes Oklo Inc. (OKLO), Constellation Energy (CEG), and BWX Technologies (BWXT) as power needed to fuel the AI trade grows.


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