inthewings

Indicator Points to Higher Gas Prices - and 3 Potential Power Plays

AlexS, thanks for connecting the US dots. When reading the article my brain was focused on foreign refiners. It seems to me that, altho US refiners could indeed benefit from the sudden crack spread when developing countries end their gasoline subsidies, refiners in those countries could benefit even more so with a "doubling" of petrol prices. Specifically, I would look for refiners in those countries.

As for buying US refiners right now and waiting for the turnaround while my principal shrinks, that's what I feel I have BEEN doing these last few months with other O&G investments! LOL