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I'm staying at the Peninsula Hotel in the 16th arrondissement of Paris right now. It's one of the city's most affluent neighborhoods and centrally located among some of Paris' most popular historic landmarks. For instance, just downstairs from where I'm sitting is "Le Bar Kléber," where U.S. Secretary of State Henry Kissinger signed the Paris Peace Accords that ended the Vietnam War.
But I'm not here for the history. This trip is about the future of energy markets, and the Paris Climate Agreement that was signed barely seven miles from here, in the small town of Le Bourget.
You see, as of the European Union's acceptance of the agreement this month, more than 190 members of the United Nations Framework Convention on Climate Change (UNFCCC) have signed the agreement, and 81 members have ratified it. That's enough to bring the treaty into force on Nov. 4.
Now, regardless of how you may feel about climate change, the Paris Agreement is fact - soon to become a legally binding one. The rules covering greenhouse gas emissions are going to change, but most importantly for investors, we'll see changes in energy markets and finance.
It makes good sense to prepare for these changes, and I'm in Paris to help you do just that. The City of Light is home to the International Energy Agency and many of the biggest players in the global energy game.
This city, and France as a whole, are at the leading edge of an energy trend - one that the Paris climate pact will only intensify.
The algae in Florida's Lake Okeechobee is as much an energy opportunity as it is an environmental crisis.
Florida will vote on two solar amendments this fall. Though they'd have opposite effects, both have 60% approval ratings.
In March 2015, Dr. Kent Moors said global energy infrastructure was in a state of crisis. Today he calls the situation a ticking time bomb.
These are chaotic times in the global energy sector, to put it mildly.
Here in the United States, we're in the grip of an acute oil and gas company debt crisis, as rising oil prices have come far too late to save leveraged companies that simply borrowed too much during the good times of expensive oil and cheap credit.
Elsewhere, last month's shock "Brexit" vote has upended foreign exchange, sending the euro and sterling into free fall relative to the dollar - the currency in which rapidly rebalancing crude oil is priced.
That same British vote has dealt a knockout blow to the City of London's tenure as the global capital of energy sector financing. Hundreds of billions of dollars are in play and are now on the hunt for a new place to call home.
But all this chaos and uncertainty brings with it opportunity. There are big changes coming to the way energy finance works, and right now there's a breakthrough underway in Europe that's proving more profitable than anyone could have imagined.
Coal is struggling and unpopular in all but a handful of regions where they actually pull it out of the ground.
But simple economics rather than public perception is what's set to deal coal its death blow.
Coal's limited economic importance likely won’t be enough to overcome the latest wave of bad news buried in a series of recent reports - the most dramatic indication yet that coal is dying even faster than expected.
You see, a relative newcomer to U.S. electricity production (you guessed it: natural gas) is pushing down prices for old stalwarts like coal, and even nuclear power.
Simply put, the black rock has 12 to 18 months at the outside before conditions get so bad that coal (and nuclear) plants begin closing in earnest.
And that's when shareholders get burned.
One segment of the energy industry has added over 100,000 jobs since 2010 - 35,000 in 2015 alone.
It's about to become the most lucrative source of energy in the world.
One by one, the bubbles are bursting...
First it was the commodities bubble that blew up in mid-2014, which caused the collapse of energy and commodity stocks -they are now down between 40-80%.
It also caused the end of the corporate credit bubble in high yield bonds and bank loans over the second half of 2014 and into this year.
Not long ago, the idea of disconnecting from the electrical grid and opting to live a "self-powered" life was limited to either "survivalists" or the realm of science fiction.
That's beginning to change.
Back in 1973, the English economist E. F. Schumacher published Small Is Beautiful. The idea of the best-seller was to treat economics "as if people mattered." The best way to do that, Schumacher posited, was by bringing the main elements of people's lives closer to where they lived (remember, this was at the peak of the 1973 oil crisis). Basic human needs and well-being should be prized above materialism and the "bigger is better" mentality.
The $70 billion acquisition of BG Group plc (LON: BG) by Royal Dutch Shell plc (ADR) (NYSE: RDSA) will result in a merged company with market value double that of BP plc (ADR) (NYSE: BP) and bigger than Chevron Corporation (NYSE: CVX).
WTI futures tanked last week, with the oil benchmark hovering around $45.50 for April delivery on Friday. But Kent Moors has identified important profit opportunities amidst the carnage - and will share them with you.
As everyone remains focused on the price of crude, the wider energy market is headed for a serious shortfall.
In fact, in the course of my global work, it's impossible not to recognize there is a new energy crisis quickly developing in other parts of the world.
This is not a rising Armageddon, the end of the world as we know it, or some script for a survivalist thriller.
But it is another dramatic example of how the lack of energy shapes the world...
In this case, the supply of oil and gas is still adequate and trade is on the upswing. The rising problem has to do with energy availability.
In certain areas of the world, the generation and distribution of energy is beginning to morph into a bona fide crisis. In short, the infrastructure in place is simply not enough to reliably keep the lights on.
For investors, these shortfalls will provide significant opportunities to profit.
Let me explain...
Sitting in a new land of plenty, Americans rarely notice disturbing energy trends elsewhere in the world.
But in the course of my global work, it's impossible not to recognize there are serious energy shortages developing in other parts of the world.
In fact, I'm beginning to see worrisome indications this energy "crisis curve" is now accelerating.
As the rush to export liquefied natural gas (LNG) gathers steam, the Energy Advantage portfolio is primed for even bigger gains.
Make no mistake, LNG exports are now set to hand us one of the best investment opportunities of the decade.
That's a stunning reversal from just seven years ago, when everyone agreed the United States would be using LNG imports to meet 15% of its gas needs by 2020.
However, the unconventional shale boom (shale, tight, and coal bed methane) has changed everything we used to think about natural gas.
Now, even the most conservative Russian estimates acknowledge that the U.S. could be providing between 6% and 8% of all LNG exports worldwide by 2020.
In fact, Cheniere Energy Inc. (NYSE: LNG) has already garnered no fewer than five huge, multi-billion dollar, 20-year contracts with some of the largest European and Asian importers.
But new developments have suddenly thrown up another hurdle that threatens to delay all of this economic promise.
Here's the countermove that's brewing in Washington, D.C…