In a domestic energy market developing faster than just about anyone can remember, the key for investors is in finding an edge.
That’s not easy in a natural gas market bloated with inventory. But oil is a different story. Those domestic oil companies innovating new schemes to get their product to market or pulling more oil from the ground are at the leading edge of America’s energy renaissance.
“Oil is growing faster in the U.S. than it has in 20 years,” says Dahlman Rose & Co. analyst Nicholas Pope. “The pipelines can’t keep up.”
“You’d be hard pressed to find a time when more pipeline was laid in the U.S. than in the last four years,” he said.
And in the meantime, one way of gaining an edge has been using other means of transport.
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