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U.S. oil refiners are once again making good money, but investors aren’t quite piling into the shares. They should be, a top energy analyst tells me. The profit boom could last through the end of the decade, helped by a price mishap that won’t be easy to fix: the giant premium Europe must pay for natural gas.
Two key things to know about natural gas are that it plays a bigger role in the production of gasoline and other fuels than many investors realize, and it’s a colossal pain to transport.