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The shale revolution is ongoing "as discoveries today are advancing at a faster rate than...

The shale revolution is ongoing "as discoveries today are advancing at a faster rate than production, suggesting production has a long way to go before it peaks," Credit Suisse says. Steel, chemicals and fertilizers, and industrial machinery will benefit along with oil and gas and oilfield services firms. CS likes: APC, NBL, HAL, PSX, MRO, TRP, KSU, UNP, DOW, GE, SI.
Comments (6)
  • dividend_growth
    , contributor
    Comments (2898) | Send Message
     
    Why are E&P and service companies going to benefit if abundant supply is going to crash the price?
    13 Dec 2012, 06:52 PM Reply Like
  • robgra
    , contributor
    Comments (456) | Send Message
     
    Credit Suisse - an investment bank - doing whatever it takes to separate the muppets from their money...
    13 Dec 2012, 07:36 PM Reply Like
  • kmi
    , contributor
    Comments (4311) | Send Message
     
    The natural death of peak oil has arrived: peak demand.

     

    When people are afraid of a DE-cline in energy prices, surely something dramatic and significant has occurred.
    13 Dec 2012, 08:40 PM Reply Like
  • Alex_G
    , contributor
    Comments (1124) | Send Message
     
    Copy of the report here:

     

    http://bit.ly/TYH6I6
    13 Dec 2012, 09:56 PM Reply Like
  • kmi
    , contributor
    Comments (4311) | Send Message
     
    That report is tremendous. Going to look through it this weekend, thanks for posting the link.
    14 Dec 2012, 06:50 AM Reply Like
  • SoCal88
    , contributor
    Comments (104) | Send Message
     
    USLM. Lime for the steel.
    13 Dec 2012, 11:05 PM Reply Like
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