The Energy Report: What do you expect will be the hot themes affecting energy commodities in 2013?
Mat Wilson: Many of the same themes that drove energy commodities in 2012 will continue to affect them in 2013. There’s instability in the Middle East, a bottleneck of infrastructure in North America, the Keystone Pipeline and the continuing development of shale wet gas that’s occurring throughout the Western Hemisphere.
TER: Tell us about your thesis and how it interacts with some of these themes.
MW: My thesis is to follow the money. … [visit site to read more]Similar posts: