SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Residential Real Estate Crash Index
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ChanceIs who wrote (128670)6/12/2008 9:47:02 PM
From: patron_anejo_por_favorRead Replies (3) of 306849
 
Certainly fits in with the ELM and Peak oil....Refineries have to pay up to lock up supplies. Points to prices up due to supply/demand, not speculation. As an aside, it also means that refiners capable of refining heavy and sour oils are going to prosper in the future, those dependant on light are gonna get squeezed to the sideline. This allows us to stratify between future refinery winners (VLO, FTO) and losers (SUN, WNR, BP).

Disclosure: Long VLO calls, no other positions in the above.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News