What the podcasts are saying about
VLO
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Episodes
Latest attributed ideas · most recent first
17 JULTHE COMPOUND AND FRIENDS · 01:15
17 JULPALISADES GOLD RADIO · 00:35
North American refiners benefit from geopolitical safety
“The guest argued that investing in North American refining assets provides a strategic advantage because they are insulated from the growing threat of drone warfare targeting global fixed energy infrastructure.”
In depth · 4/5Verify in source →
17 JULTHE ACQUIRERS PODCAST · 02:15
17 JULMACROVOICES · 12:15
Refiners benefit from tight refined product markets
“The bull case argued is that while crude oil prices look sloppy, the refined product side (gasoline, diesel, and jet fuel) remains structurally tight with elevated crack spreads, making refiners the preferred way to play the petroleum complex.”
In depth · 4/5Verify in source →
4 JULMARKETPLACE · 05:10
Jet fuel crunch shifts demand to gasoline
“Global jet fuel shortages and high prices are expected to curtail summer air travel, driving a substitution effect where travelers choose road trips over flying, which ultimately boosts gasoline demand and benefits US refiners.”
In depth · 4/5Verify in source →
4 JULMONETARY MATTERS WITH JACK FARLEY · 00:35
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