For Investors Only: Morningstar's Outlook for Energy for 2012

Link here.

Don sent me this article. Incredibly good, incredibly detailed. The first few paragraphs: every sentence is an incredibly important data point. The story would have more impact if they broke up the long paragraphs; it is difficult to read in an age where folks are used to Twitter (140 characters max).

As a bonus, Morningstar even includes a list of companies that deserve consideration. Two of the five companies have significant exposure in the Bakken:

• WLL
• BHI
• Ultra Petroleum
• BG Group
• Energy Transfer Equity