From Whales to Shales - A thesis for investment in energy-related construction markets

Scott Duncan, Stuart Phoenix and Lee Smither

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The United States is in the midst of a third energy revolution. Can your firm take advantage?

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The United States is in the midst of a third energy revolution. Large quantities of domestic oil and gas will undoubtedly change the landscape of the U.S. economy, as businesses attempt to leverage the disparity in prices between oil and natural gas. As a result, an enormous amount of construction will be required over the next two decades to support this growth. From pipelines to refineries to roads, housing and general infrastructure, your firm should find a way to harness the opportunity.

From Whales to Shales

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