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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: ild who wrote (41172)	9/8/2005 10:06:40 PM
From: Wyätt Gwyön	Read Replies (1) of 110194

some good info in yesterday's VLO presentation on what's been happening with gasoline markets, sweet/sour spreads, crack spreads, etc. since Katrina. if you don't want to listen to the webcast you can view the slides in PDF. spread data starting on page 4. customer.talkpoint.com check out webcast from 8/7: valero.com VLO expect sour supply to remain "ample", but problem is "logistics and refinery outages" (Russ Train Wreck). apparently a lot of the refinery capacity that got taken out was sour refining, so that just reduces the demand for sour and ramps the spread. they see light sweet demand continuing to be strong.

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