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Gold/Mining/Energy : Big Dog's Boom Boom Room

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LoneClone

To: Dennis Roth who wrote (180409)	9/12/2013 10:58:49 AM
From: Dennis Roth	2 Recommendations of 206161

Canadian Energy Infrastructure 12 September 2013, 15 pages doc.research-and-analytics.csfb.com There is an ongoing discussion in various parts of the US Government regarding activities of Bank Holding Companies (BHC) in the commodity sector. This situation is very fluid, but limits may be imposed on BHC's ownership of certain tangible assets used in commodity storage. In our pipeline coverage universe, we believe a very interesting dynamic may unfold in the months and years ahead in the crude storage terminals business. We divided this research note into three parts: ¦ Reassessing banks' energy holdings; ¦ Contemplating US storage; and, ¦ Considering selected company exposure. Each of these areas is addressed in detail below: doc.research-and-analytics.csfb.com

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