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His like for ENG has nothing to do with Trump, but rather his belief that natural gas is the bridge solution to renewable energy. The volume of nat gas will jump a lot in North America, because a lot of industry is coming back to North America, because the cost of energy is cheap here compared to Europe and Japan. ENG is in the catbird seat, given their huge position in nat gas in Canada and the US. Canada's first LNG terminal is now online. Pays a great dividend. Lower interest rates will help.
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