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The Commerce Department s action could unleash as much as $6 billion a year of condensate onto the global market, analysts say.That is a fraction of the country s daily crude output, but for Pioneer Natural Resources Co and Enterprise Products Partners LP, the benefits are clear: new homes abroad for the product will revive lackluster prices and help deal with the oversupply. Both have operations in the Eagle Ford shale in Texas, which is rich in condensate. The news rippled across markets, driving US oil up $1 a barrel, sending the value of Enterprise and Pioneer soaring, and hammering shares of major US refiners such as Valero Energy Corp. due to the potential for higher costs. Most refineries on the US Gulf Coast are built to run heavier crudes from Canada or Venezuela. Even so, the long-term impact is unclear. Some see it as the first critical step toward loosening a decades-long ban on crude exports while others viewed it as a largely symbolic move that merely clarified laws that were already on the books. This permit cracks the door open, but it s probably still in its baby steps, said Pearce Hammond, an analyst at Simmons Co International.While the White House has said there has been no change in policy for crude oil exports, the approvals fueled a debate over what might be feasible under the existing 1975 Energy Policy and Conservation Act as the US energy boom continues.The topic has emerged as one of the most contentious energy policy issues this year, and the White House is unlikely to drop the crude export ban ahead of midterm elections.Condensate exports, for some a historic shift for the US oil market, could reach 100,000 to 300,000 barrels per day by the end of the year, Citigroup said in a recent research note. That volume could double in 2015.As long as the crude has been through a stabilizer, a light form of processing, it is now deemed sufficiently processed to qualify as a refined product and therefore eligible for export without a license, the government told Pioneer and Enterprise.Other letters approving exports of stabilized content are expected, according to a refining executive, who declined to be named because of company policy. What it means is that the floodgates of exports will be opened now, said Citigroup analyst Ed Morse. Latin American oil companies are already lined up and waiting for the exports, according to one market participant.In the United States, the export clarification is welcome news for a niche group of companies that already operate or are building stabilizing capacity on the Gulf Coast. 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