Report: U.S. Oil and Gas Going Places

The U.S. energy industry shift in focus from natural gas to crude oil production has created a web of opportunities for the entire value chain, from upstream and midstream to downstream. Between 2012 and 2025, the consultancy IHS Cera projects that $346 billion will be spent on investment in midstream and downstream and energy-related chemical value chains. This includes 47,000 miles of pipeline being added or modified.

This report focuses on three growth areas as it relates to a large midstream player, Energy Transfer, comprised of five master limited partnerships (MLPs) publicly traded as ETE, ETP, SXL, RGP and SUSP. The three growth areas are: Gulf Coast LNG and natural gas liquids (NGLs) exports and the Permian Basin as a general opportunity. The report focuses on the supply and demand fundamentals of the hydrocarbons flowing to the midstream area.

The eight-page report is presented in a real-world, user-friendly way. Author Jennifer Warren has interviewed a number of executives connected to this report and spent roughly one and a half years researching and analyzing the topics related to the subject matter.