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Gold/Mining/Energy : Canadian Oil & Gas Companies -- Ignore unavailable to you. Want to Upgrade?

To: westslope who wrote (20843)	1/24/2013 10:17:05 PM
From: Brian Sullivan	Respond to of 24905

Bakken Update: 2013 Top Bakken Stock Picks, Part 2 Michael Filloon January 22, 2013 In the first part of this series I discussed bullish synergies in the Bakken for 2013. Differentials should improve and be less volatile. It will be wide by historical standards, but better year over year. Costs are decreasing, with emphasis on proppant and water. Operators are using more due to cost decreases which should increase production. Railroad transportation of Bakken crude is increasing. EOG Resources ( EOG) uses virtually no pipeline capacity for its Bakken production. This is sent to St. James for LLS pricing. Tesoro ( TSO) is doing the same to its Anacortez refinery, and is planning to start railing oil to California. Phillips 66 ( PSX) signed a deal for Bakken crude transported to its Bayway refinery on the east coast. Look for further RAIL capacity additions coming on line over the next couple of years. This should open pipes for other Bakken players. more at seekingalpha.com