[familyop]

"It seems to me this ruling give a larger market for the splitters, it does not take away their feedstock."

According to much of the news/propaganda, it can be shipped without splitting. I agree that refiners shouldn't be canceling plans, though. Oil will probably go high enough before long for them to make some profits despite competition with European buyers. Not a whole lot of spread between Brent and WTI lately (for example).

Sorry about the choice of titles in that last comment. Mean little exercise in political speech there and a mean way to get a grin. ;-)

[thackney]

it can be shipped without splitting

The ruling appear to require distillation. That would be splitting.

Is read most of these articles using phrases like "could lead to", "could be expanded to", etc.

The actual ruling, requires a distillation process, not just stabilization.

Oil will probably go high enough

This isn't oil, regardless of the attempts by the media to pretend it is. A portion of this, after splitting, can be fed into the refinery process, but most condensate is primarily natural gas liquids and feedstock to the PetroChem industry.