Real Assets
The rise of U.S. shale oil and gas production is widely known to have disrupted the domestic energy market in a number of ways. But more importantly, it has shifted the United States from being one of largest importers of oil toward becoming a net exporter of crude oil and oil products. These tectonic shifts will change the focus of oil pricing, shifting it to the Gulf Coast and on-the-water crude oil and crude products. In other words, those bound for export.

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