I read financial newspapers daily.
And lately I’ve noticed something peculiar.
The news is all the same.
Trade wars, impeachment, the 2020 elections…
It’s all Trump all the time.
I don’t think I’ve ever seen any political figure grab so much attention.
Or any single person hold such sway over the stock market.
Disturbing as it may be, this situation creates a unique opportunity.
While everyone is fixated on Trump, I recommend you look the other way.
Because right now the market is full of unnoticed opportunities.
This week, I’ve discovered one worth billions of dollars.
It involves the Russian and the Chinese government, a remarkable feat of engineering, and one company that will take most of the profits.
The Trade Deal No One Is Talking About
The Black Sea resort that hosted the 2014 Winter Olympics…
That was also made famous by the documentary “Icarus” explaining how Russian athletes were using steroids right under everyone’s noses.
On Monday, this city witnessed another historic “undercover” event.
Together with Xi Jinping, Vladimir Putin watched the launch of a landmark gas pipeline connecting Russia and China.
The 2,000-mile-long Power of Siberia pipeline will transport gas from fields in eastern Siberia to the largest market in the Asia-Pacific region.
This is a huge bounty for Russians.
Chinese demand for natural gas continues to increase rapidly, at about 10% per year. Meaning the Russians can count on the revenue stream this pipeline will create for years.
Overall, the project should last for at least three decades, during which time it is expected to generate about $400 billion for Kremlin’s coffers.
However, the Russian government won’t be the only one profiting.
As it turns out, the pipeline, as well as most of the gas flowing through it, is owned by one corporation—Gazprom.
The World’s Largest Public Energy Supplier
I’ve been recommending Gazprom (OGZPY) for over a year now.
During that time, the stock has returned an incredible 75.03%.
However, with the Power of Siberia pipeline finally online, I think it is positioned for further significant gains.
Not only will Gazprom profit from the insatiable Chinese desire for energy, but it will also diversify away from its unreliable customers.
Until this past Monday, Europe represented 40% of the company’s revenues. Meaning politics has had a considerable influence over the energy giant’s business.
The EU has been at odds with Moscow over the annexation of Crimea since 2014 and has imposed sanctions on Russian exports, including oil and gas.
Estimates show the former Soviet republic has lost over $400 billion in revenues from oil and gas alone… a lot of which would have ended up on Gazprom’s bank account.
The sanctions, however, expire in January 2020. Given the recent discourse between the United States and the EU, I doubt the latter will reinstate them.
Moreover, last month, Gazprom finally received approval to build the final stretch of the Nord Stream 2 pipeline from Denmark. When finished, this pipeline will double the capacity of gas the company can deliver to Europe’s manufacturing powerhouse—Germany.
Finally, Gazprom returns an impressive 6.51% dividend yield, which it has regularly been paying for over two decades.
Surprisingly, this opportunity has gone mostly unnoticed.
Which means the stock still trades at a fair value.
Grab it while you can.