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The gap between Brent and WTI may widen sharply this summer if oil storage in North America continues to fill up, which will be a perfect buying opportunity, a once-in-a-lifetime buying opportunity for domestic energy stocks, because WTI will go back up.
Emerging importance of the "higher-margin food ingredient sector" relates to the desire of health-conscience consumers for non-GMO, gluten-free, low-fat, high protein and high fiber diets, which food companies are responding to and moving toward higher efficiency, sustainability and smaller carbon footprints.