and, again, you mentioned cheniere you also like kendra morgan.ou like atmos and duke. >> that's really why focus more is the prices of natural gas will come and go i think that this is -- i think that we'll come back down here from where we are. i don't think this is going to stay up at $6 for the next two or three years because production will come back online but i think it's the utilities, it's the descristribution compa and companies that really work on volumes it's the electric utilities that we're in a situation where i think that we're in the beginning innings of having to expand our grid immensely over the next 30 years. so, all those together mean that it's gross for the industry, gross for utilities. and our long-term growth rates are probably pretty low in what we think these companies can do. >> very interesting after i think maybe a decade plus of not increasing electricity demand, maybe a 25% total need if we all start driving evs. ryan, thanks for your time we really appreciate breaking down some of the ways investors should play t

paul: chenier vice president and financial advisor at the wealth enhancement group.ou can get a roundup of the stories you need to know to get your day going in today's edition of daybreak. bloomberg subscribers can go to dayb on their terminals. you can customize your settings so you only getting news on the industries and assets you care about. this is bloomberg. ♪ paul: let's take a look at the day ahead for australia. bhp has overcome opposition from some investors to its climate plan. the london voted 83% in favor of the strategy, which includes next to her ambitions from direct suppliers by 2050. crown resort judgment day has arrived to report on the company's fitness to run its melbourne flagship casino. west tech forecasting a 22% rise in home prices in australia this year. the bank says that could force it to rein in credit growth. shery: here's a quick check of the latest headlines. boeing is said to have found faulty components used by one of its biggest suppliers for the 787 dreamliner. a source says to kenny imparts will need replacing on some jets

i think it's a great company i think there's a great need for lng and that comes to fruition cheniere has made all the trains they need to produce it. but they are going to do contracts for others so i do have lng i haven't really sold -- actually i sold a few of the longs, but not the stock i do have a hedge against that oxy. so i have this hedges somewhat but i, the money we really make is just going into these different areas. for instance, for the first six months because we're not really too hedged, if you look across our stocks as i told you, or maybe didn't, we were up over a billion dollars. that asset value is up over a billion in the first six months and we're actually having to say we're coming out with earnings at the end of the month, but i got to say that we're sort of going at the same pace for the third quarter. so we're very happy with the result but you can't pinpoint it on one thing. you know, we have a team a team of really very, very talented analysts that are working with them that have experience and we're all into that same activist thing that my son did before