Worst of refined product inflation shock may be over
The guest's view was that the price shock from lost refining capacity has likely peaked, barring further escalation, as the system has reached a new equilibrium.
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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
- Refined product, not crude, is the real oil problem
- Worst of refined product inflation shock may be over · THIS IDEA
- CNBC FAST MONEY
- 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