Hydraulic fracking may be controversial, but there is little doubt it has brightened the prospects for some U.S. energy companies. Fracking, along with a handful of other less politically charged technologies, has improved the ability to extract and distribute U.S. natural gas so dramatically that it has sparked something of a gold rush mentality among investors. Perhaps with good reason. As recently as 2006, natural gas production fell to record lows, but has spiked upwards since, so that ...

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