Every year, BP (NYSE: BP) publishes an energy outlook highlighting the long-term trends in the energy industry, as well as projections for the world energy markets. This year, it produced a video highlighting some key points of its outlook.

Two points worth highlighting: BP expects energy demand to be up 40% by 2030, with China and India responsible for roughly 50% of that growth; and BP expects oil use in both countries to nearly double:

 

Oil Consumption in 2010

Expected Oil Consumption in 2030

India

2.9 MMbbl/d

6 MMbbl/d

China

8.2 MMbbl/d

15 MMbbl/d

Source: CIA World Factbook, BP Energy Outlook. MMbbl/d = million barrels per day.

This trend of expanding demand will put wind in the sails of Dow Jones Industrial Average (INDEX: ^DJI) components ExxonMobil (NYSE: XOM) and Chevron (NYSE: CVX) for the long term. Respectively, the largest Dow component by market cap and the second largest component by index weighting, Exxon and Chevron should do well in the long run.

One other point worth highlighting: BP believes a growing supply of biofuels and unconventional oil and gas (shale) will turn North America's energy deficit into a small surplus. Cheniere Energy (AMEX: LNG) is one of the companies looking to cash in on this trend with a liquefied natural gas export terminal in the works.

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