Bullish thesis on US oil refiners
Tight refining capacity and massive product margins make refining equities a compelling trade despite soft crude prices.
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The story so far
- Strait of Hormuz escalation pushes crude higherPROF G MARKETS
- Fundamental-driven short squeeze in crude oilMACROVOICES
- Middle East escalation drives oil and yieldsTHE DIVIDEND CAFE
- Geopolitical risk premium to elevate long-term crude oilTHE POMP PODCAST
- Rising Treasury yields pressure equity valuationsWSJ WHAT'S NEWS
- Crude oil rallies as Middle East tensions escalateTHE OPTIONS INSIDER RADIO NETWORK
- Prolonged Middle East conflict drives global inflationWSJ WHAT'S NEWS
- Geopolitical volatility creates structural commodity price noiseSMARTERMARKETS
- Chinese crude import cuts defer oil spikeSMARTERMARKETS
- Renewed supply shock risks $150-$200 crudeSMARTERMARKETS
- U.S. inflation risks escalate on geopolitical supply shocksPROF G MARKETS
- Midstream energy resilience amidst oil price volatilityTHE DIVIDEND CAFE
- Structural underinvestment guarantees higher long-term oil pricesCOMMODITY CULTURE
- Mispriced risk in energy equities creates opportunityCOMMODITY CULTURE
- Caution on energy sector despite strong near-term earningsBLOOMBERG SURVEILLANCE
- Take profits on energy stocksMONETARY MATTERS WITH JACK FARLEY
- Domestic energy security rises on Strait disruptionBLOOMBERG SURVEILLANCE
- Bullish thesis on US oil refiners · THIS IDEABLOOMBERG SURVEILLANCE
- Exxon favored over Chevron on downstream exposureCNBC FAST MONEY
- Crude oil shortage is a mythPALISADES GOLD RADIO
- China as the oil market swing producerPALISADES GOLD RADIO
- US energy independence cushions domestic marketPALISADES GOLD RADIO
- Three oil price scenarios on war/peacePALISADES GOLD RADIO
- Fuel refining margins at record highsWSJ WHAT'S NEWS
- Exxon's sell-off a buying opportunityCNBC FAST MONEY
- Uranium fundamentals changed by energy securityPLANET MICROCAP PODCAST
- Uranium's energy-density advantage for JapanPLANET MICROCAP PODCAST
- Uranium's energy security boost from Gulf warCOMMODITY CULTURE
- Oil's structural bull from capital starvationCOMMODITY CULTURE
- Middle East 'sinus wave' war losing market relevanceREAL VISION DAILY BRIEFING
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD