Zortix matched this thesis to Oil & gas ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Refinery capacity choke point fuels diesel crisis
The bearish case on diesel prices was argued: a global refinery capacity choke point at 98-100%, geopolitical disruptions, and planned maintenance create a structural shortage with no near-term solution.
Keep reading this one
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.