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I just got back from Abu Dhabi, in the United Arab Emirates, where I attended a series of meetings with colleagues from across the energy "universe."
The scope and pace of development in this Persian Gulf city-state are staggering. Just five years ago, the astonishing, massive Etihad Tower complex we stayed in didn't even exist. This place is constantly expanding and reinventing itself.
So Abu Dhabi was an apt setting to discuss the sweeping changes that will shape the immediate future of energy investing – changes that threaten the fragile political order of the Middle East and will likely force a redrawing of U.S. security interests.
Everything is in flux right now, so I'm recommending energy investors look at one particular kind of oil producer that should prove largely insulated from what's coming next.