There are five companies on the list that are particularly intriguing: American Electric Power (an electric utility), Exxon Mobil (integrated oil), Gap (apparel), Kimberly-Clark (consumer products) and NextEra Energy (renewable energy).
The diversion of oil from the Midwest will narrow the gap between the West Texas Intermediate Oil and the Brent Crude.
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When a Cirrus owner unwittingly breaks an oil dipstick or scuffs up an aileron gap seal, photographs accompany the offense.
If oil and gas tax has to fill the gap between other tax and expenditure, it requires some large-scale contingency planning in case it doesn't deliver on forecast.
That gap cannot be closed quickly, since the oil-production business has long lead times and any new oil will take a couple of years at least to come on stream.
An ultimate peak in oil production is an inevitable consequence of a finite resource, and the gap will be sharply enlarged when it transpires.
In 1989, the two countries signed the Timor Gap Treaty, dividing between them the Timor Sea's vast oil reserves.
With oil becoming a scarcer resource every day, and no chance of plugging that gap through unconventional plays, Hummel thinks investors should move into energy service companies as well.
Under these circumstances, diversification among such sources is but a stop-gap solution that can, at best, have a temporary effect on oil supply and, hence, on national security.
Refiners in Spain and Italy have already begun to phase out Iranian oil purchases in anticipation of the embargo, and Saudi Arabia has offered to help fill the gap.
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It is a priority because the EU has a huge bill for oil and gas imports from outside Europe - bigger even than the EU's manufacturing trade gap with China, he says.
For their calculations, the two assumed that where there was a gap between demand and conventional supply it would be filled with synthetic fuels, first with tar-sands oil and later with oil from coal and shale. (According to high-end estimates, coal and oil shale could together yield some ten trillion barrels of unconventional crude.) They then calculated what the impact would be on global carbon-dioxide levels.
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