Buy Alert!🚨 How To Get 15% Yields From The Energy Crisis
AI needs energy. This fund owns the pipes. Here's how you can collect a 15% dividend yield from that demand. This 15% yield is tax-efficient.
There is one transaction we all participate in, whether we like it or not.
Every single month, millions of us dutifully log into our bank accounts and send money to our utility providers. It is a non-negotiable cost of living. We pay for the power to run our homes, the gas to heat our water, and the fuel to drive our cars. For most people, energy is a financial black hole. It is a one-way street where money leaves your pocket and never comes back.
But what if you could reverse that money flow?
What if, instead of just being the customer who pays the bill, you could position yourself as the collector on the infrastructure that makes modern life possible?
Every time natural gas moves through a pipeline, or fuel sits in a storage tank, a fee is collected. Historically, accessing these lucrative channels meant buying complicated partnerships that saddled you with tax headaches and complex paperwork.
That has finally changed.
I have found a way to tap into this cash-gushing infrastructure without the headache.
The Dividend Yield: An estimated ~15% annualized, paid out monthly.
Tax Efficient: A simple 1099 form with no K-1s. Uses 100% Return Of Capital.
My starting position in this fund was $10,000.
As we can see below, the High Yield Database confirms that this is a 4-star fund in terms of quality. A 4-star fund implies that this offers a sustainable stream of income and is considered to be low risk.
After adding this position to my dividend portfolio on the Yieldly Dashboard, my estimated annual dividend income sits above $44,000. All paid subs unlock access to Yieldly.
👉 Get Discounted Access to the High Yield Database and Yieldly Dashboard as a paid subscriber. Upgrade now with a 10% discount. 4 more discount slots remaining!
This is the “Reverse Utility Bill” strategy. The fund is still very new so the operating history is limited. However, the fund has delivered positive returns over the last month. When including all dividends paid, the fund has provided a total return of nearly 6%.
Here is why I am buying.
The Macro Thesis: The Supercycle of Molecules
Why look at energy infrastructure now?
We are entering a period where the demand for reliable power is outpacing supply. Natural gas is the only immediate bridge to close that gap. There are two massive catalysts driving this sector through 2030. These forces are creating a structural floor for demand that simply did not exist five years ago.
1. The “AI” Energy Crisis
We often talk about AI in terms of chips and software. We rarely talk about the calories required to run it. Data centers are energy hogs. Forecasts suggest that U.S. data center power consumption will triple by 2030 due to AI adoption. This was one of the reasons why I put out a buy alert on Bloom Energy BE 0.00%↑, which is now up more than 50% since then.
The reality is that renewable energy cannot scale fast enough to meet this baseload demand 24/7. Solar panels do not work at night. Wind turbines do not work when the air is still. Tech giants and utilities are aggressively extending the life of natural gas plants to keep the lights on for these server farms. This creates a long-term demand for gas that is completely independent of standard economic cycles.
2. The LNG Export Double-Up
The United States is effectively becoming the gas station for the world. We are currently in the middle of a massive infrastructure buildout that is expected to more than double North American LNG export capacity by 2029.
New terminals are coming online along the Gulf Coast. This means more gas needs to move from the Permian Basin to the ships waiting in the harbor.
Hence, the pipeline companies are going to be the winners. You cannot teleport gas. Every cubic foot that gets exported must travel through a pipe. These companies are the “toll collectors” that get paid regardless of the price of the commodity itself. As long as the volume flows, the checks clear.
👉 In the full report below, I break down:
The exact ticker symbol for the “K-1 Killer” fund.
The 3 scenarios where this fund wins (and when it loses).
How the “Return of Capital” tax classification works in practice.
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👉 Here is the fund that allows us to participate in the the growth and income of the energy sector.
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