I think the energy sector will do well in 2012. This is based on the following:
- the world needs more energy
- it is a matter of 'when' Israel will bomb Iran due to their nuclear plant. When that happens, the energy price will surge. Likewise,the Iranians also have threatened to cause disruption to the Strait of Homutz if sactions are imposed on them. Potentialy due to this increase in tension, the Americans just announced that they will sell more figher jets to the Saudis.
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