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VLOPSXBULLISHSubstantive discussion · 3/5

U.S. refiners benefit from irrational energy policies

The speaker noted that U.S. refiners benefit from localized plant shutdowns and irrational regional energy policies by shipping product into supply-constrained markets.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE