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Investing Topics: Refiners

Blue-Chip MLPs’ Outlook for North American Energy Markets

We look to commentary from the management teams at Enterprise Products Partners LP and Plains All American Pipeline LP for insights into the direction of North American commodity prices and emerging opportunities throughout the energy value chain.

Falling through the Cracks: Downgrading US Refiners

Over the past few months we’ve downgraded several of the refiners in our coverage universe to hold or sell. We are expecting crude-oil differentials to widen in 2014, a development that could catalyze a rotation back into the refining industry; however, you’ll need to be more selective when investing in the space this time around. Here’s our take on eight refiners in our coverage universe.

Midwest Refinery Turnarounds Widen WTI-WCS Spread

Although the spread between the price of West Texas Intermediate (WTI) crude oil and Western Canada Select (WCS) has narrowed considerably in 2013, a rash of maintenance-related refinery turnarounds in the second Petroleum Administration for Defense District (PADD 2) have caused this price differential to increase in recent weeks.

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