This segment is from Tuesday's edition of 'Digging for Value', in which sector analysts Joel South and Taylor Muckerman discuss energy & materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays & Thursdays. It can also be found on Twitter, along with our extended coverage of the energy & materials sectors @TMFEnergy.

Crude oil stockpiles continue to grow as oil production in the United States reaches 20-year highs. While the growing stockpile is pushing down the domestic price of crude, international prices continue to escalate. This is great news once again for domestic refiners, with the WTI-Brent price differential again over $10.   

Savvy investors should look at refiners with export capabilities, like Phillips 66 (NYSE:PSX), with capacity to export 340 thousand barrels of product per day, or Valero Energy (NYSE:VLO), with around 200 thousand barrels of fuel per day exported last quarter