Blackrock's Take on the Natural Gas Glut

Blackrock seems to disagree with Goldman that gas prices will double any time soon, although they point out that the number of gas rigs has declined to 588 from 936 in October 2011. Positives include the roll-out of engine maker Cummins’ 12-liter natural gas engine for long-distance trucks. This could trigger a quiet revolution of LNG stations popping up across the US, leading to wider adoption across the car industry. (A medium to long-term hope.) The problem—and opportunity—is getting the energy to market. "We favor companies that facilitate the transport of energy, such as pipeline operators and those that benefit from investment in building out the US energy infrastructure." If that sort of information is valuable to you, visit the link below. This paper makes 'general statements only' regarding investment opportunities. They set up the arguments for focusing on certain areas, but don't mention any specific companies to invest in. How disappointing! That must cost money. This is a freebie. The paper is available from Blackrock Investment Institute at the following link--a 12 page pdf https://www2.blackrock.com/webcore/litService/search/getDocument.seam?venue=PUB_IND&source=GLOBAL&contentId=1111166831