Two Very Interesting Dots To Connect -- July 25, 2015

Back on July 23, 2015: 80 million bbls of crude oil storage to be added along the Gulf Coast, this year.

Today: US imports of crude oil rising.

Something tells me there are some folks along the coast who are hoping / betting we don't see the end of the ban on crude oil exports any time soon.

Next data point to watch: refining capacity along the coast. Integrated companies are making more money off refined products than off their upstream operations.