20 Beneficiaries of the Shale Gas Boom - ABB, DRC, EMR, GE, SI - Foolish Blogging Network

Repercussions from the surge in unconventional energy sources are being felt across the capital goods space, particularly in those verticals that are closely tied to gas power generation. Therefore, I believe this is a theme that will become particularly investable in 2013.Electrical equipment IndustryPressure pump manufacturers: The pressure pump manufacturers are the most direct beneficiaries in capital goods of the shale gas revolution, particularly if this extends from the US into other markets such as China. In this space, the two global leaders at present are Weir Group NASDAQOTH: WEIGY and Gardner Denver NYSE: GDI. Competition is intensifying in this field, with National Oilwell Varco NYSE: NOV also entering the market. However, GDI and Weir still have the highest exposure in terms of proportion of sales accruing from this market.

via 20 Beneficiaries of the Shale Gas Boom – ABB, DRC, EMR, GE, SI – Foolish Blogging Network.