Refiners benefit from elevated diesel and crack spreads
The bull case argued that refiners like Valero, Marathon Petroleum, and Phillips 66 offer value due to historically high crack spreads, particularly driven by strong diesel margins.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
CONTESTED · 27 MENTIONS · 25 EPISODES · 12 SHOWS
4 MAR 2026 — 26 AUG 2026 · YESTERDAY
15 SUPPORT · 2 CHALLENGE · 4 REPEAT · 6 MENTIONED
- GOLDMAN SACHS EXCHANGES: THE MARKETS
18 EPISODES BETWEEN · 19 MENTIONS
- PALISADES GOLD RADIO
- BLOOMBERG SURVEILLANCE
- SMARTERMARKETS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- PALISADES GOLD RADIO
- MARKETPLACE
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO · 2 MENTIONS
- THE DERIVATIVE
- MACROVOICES
- THE OPTIONS INSIDER RADIO NETWORK
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- CNBC FAST MONEY
- Refiners benefit from elevated diesel and crack spreads · THIS IDEA
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY
- MONETARY MATTERS WITH JACK FARLEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD