23 Trillion Reasons to Invest in Energy Exploration and Production

The International Energy Agency’s latest report suggests the world will need to invest $48 trillion by 2035 to meet the world’s energy needs. That will keep companies like ConocoPhillips, Anadarko Petroleum, and Chevron very busy in the coming decades.

Jun 14, 2014 at 10:00AM

Conocophillips China

Photo credit: ConocoPhillips.

According to the International Energy Agency, the global community must invest $48 trillion by 2035 to meet the world's energy needs. Of that, $23 trillion will need to be spent on fossil fuel extraction, transportation, and oil refining. This investment will help to offset declining oil and gas wells, as well as help to meet the growing demand for energy in emerging nations. Needless to say, this is a supertrend that deserves a place in nearly every portfolio. While a number of companies will benefit from this megatrend, I think ConocoPhillips (NYSE:COP), Anadarko Petroleum (NYSE:APC) and Chevron (NYSE:CVX) are among the best positioned to profit.

These three companies have energy assets spread around the world, and all three have a plan in place to grow production. ConocoPhillips expects 3%-5% compound annual production growth through 2017, with major growth opportunities beyond that. Anadarko Petroleum expects even higher 5%-7% compound annual production growth through 2020. Finally, Chevron anticipates 20% total production growth from 2013 to 2017, with post-2017 growth projects beginning to emerge.

The slideshow presentation below will help investors gain a better understanding of how these three companies are well positioned to profit by helping supply the world with the energy it so desperately needs. It details the near-term growth opportunities for ConocoPhillips, Anadarko Petroleum and Chevron, as well as where these companies see future growth potential to meet the world's energy needs over the next two decades. 

OPEC is absolutely terrified of this game changer
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Matt DiLallo owns shares of ConocoPhillips. The Motley Fool recommends Chevron. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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