Expert says ‘stalemate' in Hormuz gives an opportunity to energy plays

• Energy sector, especially liquefied natural gas (LNG), is considered undervalued and attractive.
• Geopolitical 'stalemate' in the Middle East is expected to keep commodity prices elevated, benefiting energy companies.
• US energy infrastructure is deemed strategic for both domestic and global needs, with growing production.
• Specific stock picks include Diamondback Energy (FANG), Williams Cos Inc (WMB), and Targa Resources Corp (TRGP), all showing significant year-to-date gains but still having 'room to run'.

Brian Kessens, Senior Portfolio Manager at Tortoise Capital, discusses opportunities in the energy sector, particularly in liquefied natural gas (LNG) and US energy infrastructure. He believes the sector is undervalued and sees further upside for specific energy stocks, citing geopolitical factors and strategic importance.