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What the podcasts are saying about
PSX
Substantive discussion
7
Mentions · 7d
7
Mentions · 30d
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Mentions · 90d
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Latest attributed ideas · most recent first
26 JULCNBC FAST MONEY · 02:20
Trim refiners before earnings political pressure
“Refiners like Valero, Marathon Petroleum, and Phillips 66 face heightened political scrutiny over record profits, making it prudent to trim positions right before earnings.”
In depth · 4/5Verify in source →
26 JULCNBC FAST MONEY · 13:20
Refiners outperform integrated oil on supply volatility
“Independent refiners offer superior risk/reward relative to integrated supermajors due to favorable crack spreads and low sensitivity to raw crude price fluctuations.”
Substantive discussion · 3/5Verify in source →
26 JULCNBC FAST MONEY · 04:50
Refiners poised to benefit from supply disruptions
“Middle East tensions and widening crack spreads provide a durable tailwind for oil refining equities over integrated oil producers.”
Substantive discussion · 3/5Verify in source →
26 JULWSJ WHAT'S NEWS · 01:15
Geopolitical conflict reignites energy stock rally
“The resumption of US-Iran hostilities disrupted the Middle East peace trade, causing oil prices to spike and driving a sharp rebound in beaten-down energy equities.”
Substantive discussion · 3/5Verify in source →
25 JULTHE COMPOUND AND FRIENDS · 43:10
Energy refiners offer hidden fundamental strength
“Oil refiners were highlighted as a high-growth momentum segment backed by strong fundamental margin expansion.”
In depth · 4/5Verify in source →
24 JULTHE DERIVATIVE · 37:02
Refiners defer maintenance amid elevated product cracks
“The guest argued that major oil refiners are deferring planned spring maintenance to capture exceptionally high gasoline and distillate margins.”
Substantive discussion · 3/5Verify in source →
24 JULTHE ACQUIRERS PODCAST
U.S. refiners benefit from irrational energy policies
“The speaker noted that U.S. refiners benefit from localized plant shutdowns and irrational regional energy policies by shipping product into supply-constrained markets.”
Substantive discussion · 3/5Verify in source →
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