TheValueist
@TheValueist
Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.
Joined September 2024
11.5K Following 37.5K Followers
$VLO $MPC $PSX $DK $CLMT Not a bad thing for the PADD 3 independent refiners.
A missed opportunity to increase output at a time it's most needed.
The delayed cokers at Tula and Salina Cruz are supposed to upgrade low-value fuel oil into lighter products, including diesel.
Completion has now slipped to 2027, reportedly because funding ran short.
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