Any reduction in the global oil supply will result in a significant increase in oil prices, says Rob Thummel, Senior Portfolio Manager at Tortoise-Ecofin. Tortoise looks primarily at domestic energy infrastructure in North America. Rob points out that natural gas inventories are low in Europe so prices are high in Europe and Asia. Rob discusses dividend income on the energy stocks as a way to help offset inflation. He discusses the free cash flow yield on energy stocks. He says the 70 to 80 dollar range is the sweet spot for crude. He likes liquified natural gas company Cheniere Energy (LNG). He also likes Plains All American Pipeline (PAA) and Pembina Pipeline (PBA). Tune in for the full discussion on these overlooked stocks.

Watch Rob here.