/biz/ - Business & Finance

>>20337556
Eastman Chemical in Kingsport TN was talking about this right when the shale boom took off, and was looking toward a future of American chemical exports in the 2020s.
>http://egon.cheme.cmu.edu/esi/docs/pdf/SiirolaNaturalGas.pdf

Studies about how to secure and use fugitive gas emissions had been commissioned by Total, BP, and Exxon, and from what they published they all want in on this. It's hard to give a specific stock pick simply because this shift is going to be so big, most companies can't afford to miss out on it. I'd have to find the one company with its head in the sand refusing to adapt and tell you to ignore them.

That said, I'm not saying to short foreign energy companies, so long as they don't primarily want to sell to America, and can off load to Asia, where they'll pay any price for it.