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The trajectory of U.S. oil production may further upset the balance of global crude supply and demand, sending commodity prices plummeting once again, one firm argues.
Investors seem to be struggling with where to place their bets as U.S. producers kick back into gear, but analysts have mapped out a few to keep an eye on.
Here are Thursday's top research calls, including new buy ratings for Concho Resources, Devon Energy, Six Flags and Marathon Oil.
There are several others who could also reap benefits.