They just keep coming...
Two weeks after the G20's $50 trillion infrastructure plan was approved, nearly 100 new infrastructure projects across the globe have been launched.
Last week I told you about five specific projects that were approved within hours of the announcement that $1 trillion was to be set aside for infrastructure spending in India.
I also told you about the three companies with inside access to the G20 that are now expected to get a piece of every one of those new projects.
Here's a recap in case you missed it.
Also worth noting, since last week I've identified five additional global infrastructure projects that have just been announced — all of which are now expected to have the same three companies picking up contracts.
This is no coincidence, my friends.
Take a look:
A $5 billion natural gas pipeline to run from Azerbaijan to Turkey - Approved
A $3 billion contract for airport construction in Abu Dhabi – Approved
The extension of a transmission substation in Iraq – Approved
A $3.2 billion deal for a new railway line in Ethiopia – Approved
A $2.9 billion contract for a new high-speed rail project in France – Approved
If you don't already have a piece of these three infrastructure companies, you're missing out on some serious gains.
Since the end of the G20 summit in Mexico two weeks ago, all three of these stocks have rallied.
And they'll continue to rally throughout the next few weeks as billions more are poured into new infrastructure projects around the world.
As a side note, we're also seeing a lot of these infrastructure players picking up new solar deals — particularly in Japan, where a new feed-in tariff is attracting big-money players from China, the United States, and Germany.
Solar Just Got Real
Some of my favorite infrastructure players have been getting very bullish on solar lately...
Mostly because the Japanese government is about to throw some serious money at solar development.
Japanese manufacturers especially are gearing up for some major expansion. And a lot of analysts are tripping over themselves to cover companies like Panasonic, Sharp, and Kyocera.
But we have no interest in the obvious — especially since the big money isn't going to be made on these run-of-the-mill manufacturers.
You see, while Japan is getting aggressive on its solar plans, the government is also desperate to offer deals to companies that can help the country reach its solar goals without breaking the bank.
Look, it's no secret that solar ain't cheap. Don't get me wrong; grid parity is right around the corner. And in some parts of the world, solar is already cheaper than fossil fuels...
But for so many cash-strapped nations, ponying up a few billion upfront for solar isn't easy.
So it was no surprise when I learned that the same solar tech company my colleague Nick Hodge has been following for about a year now is starting to get some major attention from big-money investors looking to capitalize on Japan's solar needs.
Bottom line: This company has developed a new technology that can cut the cost of solar in half — and double the output of power.
And Japanese lawmakers are foaming at the mouth to get it.
Japan Loves Cheap Solar
I should actually clarify that this company isn't actually a “solar” company.
This is why most energy investors don't even know it exists. Even some of the hot shots I know up on Wall Street are clueless about this one.
But that makes no difference to us...
All I know is that ever since Japan starting pushing its new solar plan, this company's stock has been inching up steadily.
Something's definitely on the horizon, and I have no doubt that the founders of this tech firm will soon be eating sushi and swilling Sapporo at the Four Seasons in Tokyo.
And while we won't be invited to that party, it doesn't mean we can't ride this profit train for everything it's worth.
It's real simple: Japan's ponying up billions to get 30% of its power from solar.
But only one company can deliver the cost-cutting technology needed to make that happen. And that's the company I'm personally profiting from.
Definitely don't sit this one out. This is some of the easiest money we'll make all year.
To a new way of life and a new generation of wealth...
@JeffSiegel on Twitter
Jeff is the managing editor of Energy and Capital and contributing analyst for the Energy Investor, an independent investment research service focusing primarily on stocks in the oil & gas, modern energy and infrastructure markets. He has been a featured guest on Fox, CNBC, and Bloomberg Asia, and is the author of the best-selling book, Investing in Renewable Energy: Making Money on Green Chip Stocks. For more on Jeff, go to his editor's page.