Articles in this topic
ARTICLE
The Distillate Squeeze: Refinery Closures & the Coming Diesel Shortage
Why distillate, not gasoline, is the constraint that matters — and what closing capacity does to the balance.
ARTICLE
The Modular Refinery Market Hit a Multi-Billion Inflection — and the U.S. Has Almost None
Where modular refining is being built, why it is being built there, and what the domestic gap means.
ARTICLE
Reading a Crack Spread Without Fooling Yourself
What the headline number includes, what it hides, and how to sanity-check a refining margin.
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