Investors are always looking for broad trends within industries that can provide clues to which equities might unlock the most value. The growth in US oil and gas production over the past few years has been all over the headlines, but with thousands of producers, contractors and suppliers contributing to the boom, where can investors focus their attention within the equity markets?

In this video, Breaking Energy speaks with experts David Rewcastle, Senior Energy Analyst with Source Capital Group and Michael Lynch, President and Director of Global Petroleum Service with Strategic Energy Economic Research about which types of companies they expect to benefit from surging US petroleum output.