The good thing about these investments is that transportation is always essential for moving things from one place to another, and that's why I think it's a good investment.
And what you say about avoiding direct investment in regions with political instability is very true; you sleep more soundly. As you rightly say, the controlled risk of the US is preferable to the uncertainty of other markets. I understand this perfectly because I live in Venezuela and I know how we are economically and politically speaking.
Your point is very interesting and it's a very practical way of looking at investments. Later on, if stability comes to my country, even I would invest.