Northern Tier Energy LP (NTI)

[bzusa]

I don't understand the rather strong reaction to the possibility of US oil exportation on the board. If NTI is the only refiner you hold, then US oil exports are no big deal.

IMHO - Their refinery's location in the most insulated part of the US with a big, locked-in internal market and always relatively cheaper input really mutes the effect of big changes in the international oil market.

I sold 1/2 my NTI units 2 days ago - drat.
and put the $$ into mreits - yea!