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. >To contact the writer of this article, click here: Eric Rosenbaum. >To follow the writer on Twitter, go to Eric Rosenbaum. Follow TheStreet on Twitter and become a fan on Facebook.