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Refining bottleneck amplifies product price spikes
Ukrainian attacks on Russian refining infrastructure and product export disruptions have driven refining crack spreads to record highs, shifting the epicentre of the energy shock from crude to refined products.
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The story so far
- Refinery capacity bottlenecks widen crack spreadsPALISADES GOLD RADIO
- Refined petroleum product shortfalls driver of energy supply shockBLOOMBERG SURVEILLANCE
- Refining bottleneck amplifies product price spikes · THIS IDEASMARTERMARKETS
- Energy supply crunch signals impending fuel surgePALISADES GOLD RADIO
- Refining capacity bottlenecks drive elevated fuel marginsBLOOMBERG SURVEILLANCE
- Refiners benefit from structurally tight capacityCNBC FAST MONEY
- Refined product crisis in AsiaPALISADES GOLD RADIO
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD