Safe High Growth Dividends from the US Based Natural Gas Industry

April 19, 2022

An award winning professional equity analyst and this highly acclaimed CEO both detail the opportunity for safe dividends with a high potential growth rate in the US based natural gas production and distribution sector.

Sunil K. Sibal is a Managing Director and Senior Energy Infrastructure/Utilities Analyst at Seaport Global Securities

Sunil K. Sibal, Managing Director and Senior Energy Infrastructure/Utilities Analyst, Seaport Global Securities

Sunil K. Sibal is a Managing Director and Senior Energy Infrastructure/Utilities Analyst at Seaport Global Securities.

He has more than 25 years of progressive international experience in the energy sector, most recently at Seaport Global, which he joined in 2014 to cover and build out the firm’s MLP/midstream infrastructure research.

Prior to that he was with Citi, where he covered the midstream MLPs and built out the various commodity forecast models.

Prior to Citi, Mr. Sibal held roles identifying investment opportunities in the natural resources and energy sector at Bank of America and Natixis, as well as project development and engineering roles at Fluor and ABB Lummus Global (CVX JV).

He received an MBA from Ross School of Business at the University of Michigan and a bachelor’s degree in chemical engineering from Panjab University in India.

In his 2,337 word interview, exclusively in the Wall Street Transript, Mr. Sibal identifies the lesser known value opportunities among stocks in the natural gas sector that feature safe high growth dividends.

“One other name that I follow is a company called Tellurian (NYSEAMERICAN:TELL), which is in the process of developing a Driftwood LNG liquefaction project.

That project got halted during the time of COVID. And since then, the company has made some progress in signing contracts, but it is looking for financing of this project.

This is a multi-billion-dollar endeavor. It has been difficult for Tellurian to raise financing for Driftwood. So it will be an interesting one to watch.

Whether natural gas will continue to be a significant part of the energy mix in Europe or not, that could play a very important role for the financing of the Tellurian’s Driftwood project. So that’s one name to watch for.”

Amanda Brock, Chief Executive Officer and President of Aris Water Solutions

Amanda Brock, Chief Executive Officer and President of Aris Water Solutions [ticker: ARIS]

Amanda Brock is the Chief Executive Officer and President of Aris Water Solutions [ticker:  ARIS] a leading produced water infrastructure and recycling company primarily focused on the Permian Basin which went public in October 2021.

Ms. Brock has been with Aris and its predecessor Solaris Water Midstream since 2017.

She has spent her career focused on the global oil and gas, power, and water sectors.

Prior to joining Solaris, Ms. Brock was CEO of Water Standard, a water treatment company focused on desalination, produced water treatment and recycling for both the upstream and downstream energy sectors. Previously, Ms. Brock was President of the Americas for Azurix, responsible for developing water infrastructure and related services, and prior to that was President of Enron Joint Venture Management, managing Enron’s global power assets and partnerships.

Ms. Brock serves on the public boards of Coterra Energy, Macquarie Infrastructure Corporation, and is the current Chair of the Texas Business Hall of Fame.

She previously served on the Board of Trustees of LSU Law School and Harte Research Institute for Gulf of Mexico. She was named one of the Top 10 Women in Energy by the Houston Chronicle and in 2016 was recognized both as one of the Top 25 Leaders in Water globally and as a Texas Honoree for Women in Energy.

She also facilitated a White House delegation to Abu Dhabi as part of the Obama Administration’s Moonshot for Water Initiative.

In 2017, Ms. Brock was inducted into the Houston Women’s Business Hall of Fame and in 2020 was named one of the 25 Influential Women in Energy by Hart Energy Oil and Gas Investor magazine.

Ms. Brock is originally from Mbabane, Swaziland, and grew up in Zimbabwe. She completed her bachelor’s undergraduate degree at the University of Natal in South Africa and earned her Juris Doctor from Louisiana State University, where she was a member of the Law Review.

She is dedicated to responsible conservation and passionate about elephants, water and energy security.

In her 1,776 word interview, exclusively in the Wall Street Transcript, Ms. Brock explains her strategic vision for her natural gas services business and her dedication to providing safe high growth dividends:

“The Permian Basin is an arid area and every barrel of water we recycle is a barrel of groundwater or fresh water that is not extracted from local water resources. Our recycling activity has an immediate and long-term benefit for our customers, the communities in which we operate, the environment, and our investors and stakeholders.”

Amanda Brock, President & CEO, Aris Water Solutions, Inc. [ticker:  ARIS]


Sunil K. Sibal, Managing Director & Senior Energy Infrastructure/Utilities Analyst