The Dawn of the Natural Gas Era: Stephen Taylor

The Energy Report: There’s some escalating tension in the Gulf of Hormuz between Iran, the U.S. and Israel. Do you think that this will be a catalyst for oil prices in 2012? Stephen Taylor: It may well be. It underscores the need for and the value of assets in politically stable areas. It also bodes well for energy assets in North America and places like Australia and New Zealand. The Middle East has always been a volatile place, but this issue certainly focuses investor attention on the risk in that area. TER: What themes in energy are you positioning for? ST: We like smaller emerging companies that are heavily focused on oil, as well as companies that . . . → Read More: The Dawn of the Natural Gas Era: Stephen Taylor