Here are the 10 stocks that Citi is betting will offer portfolio managers the highest concentration to North American unconventional oil and gas production growth through the decade, and the theme that each stock represents:
  • EOG Resources (EOG): unconventional exploration and production
  • Valero Energy (VLO): refining
  • Helmrich & Payne (HP): drilling services
  • Enterprise Products Partners (EPD): midstream energy, oil and gas pipeline infrastructure and oil and gas services
  • Markwest Energy Partners (MWE): natural gas logistics
  • Sunoco (SUN) and its affiliate Sunoco Logistics Partners (SXL): refining, marketing and logistics
  • Calpine (CPN): wholesale power production
  • LyondellBasell Industries (LYB): chemicals
  • Roper Industries (ROP): energy technology
  • KBR (KBR): engineering
  • -- Written by Eric Rosenbaum from New York.

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