Servicing the fracking boom.
The monthly programme dedicated to all things commodity-related turns its attentions to the roughnecks and frackers who are revolutionising the energy services sector. Is the smart way to play high energy prices for investors to focus on the equipment and technology providers? Our guests include Chris Boxall of Fundamental Asset Management and manager of their SF Energy fund as well as Jim Sterling, a US-based independent energy analyst and publisher of the Sterling Account.