Distillate Margin Window + Turnaround Economics Diesel margins just hit their July peak. $26–35/bbl is not typical summer noise. We’re running 90%+ Gulf Coast refinery utilization on distillate strength while inventories sit historically low. Export demand to South America East Coast is keeping pressure on the system. This is the window that changes how you […]
Distillate Margin Window & Turnaround Economics Read More »
DOE’s interim final rule on the Energy Dominance Financing Program added one word to Title XVII — refining. Why that re-prices every modular refinery feasibility model in the U.S.
The One Word DOE Just Added to Title XVII That Changes the Math for U.S. Refining Read More »
WTI fell 3% on the Iran–Israel halt agreement while diesel cracks held near $65. Here’s how to separate geopolitical premium from structural shortage.
The War Premium Just Left the Oil Price. The Diesel Shortage Didn’t. Read More »
Distillate cracks are at a four-year high. Jet fuel supply is at a 60-year low. Seven refinery closures rewrote US margins. Here is what comes next.
