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Investment opportunities in the energy markets always bounce between questions of available supply and prospects for demand.
These days many commentators in the U.S. are viewing excess domestic shale gas and tight oil as a factor in restraining energy prices. Meanwhile, their colleagues in Western Europe forecast continuing economic malaise, translating into a similar result.
Both put forward the position that there is a surplus of oil and gas in a weak global economy, thereby reducing concerns over either supply or price.
I have questioned those premises before here in Money Morning. And I agree that there's no crisis situation emerging any time soon. The prices may not remain as low as some believe, but supply isn't going to be an issue in North America or in the European Union.
But the same can't be said about other parts of the world. And it's this wave of unrest that may have repercussions across the entire energy sector.