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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (62749)	6/15/2022 11:13:12 AM
From: jpdunwell	Read Replies (1) \| Respond to of 97492

Well, I'm certainly no expert, although I have been fortunate enough to have significant holdings in both MRO and VLO, and have been benefiting especially well of late. While the politics might be different in Mexico or Columbia, I don't see where that changes the buildout/investment time frame the CEO discusses. So while they might choose to make investments in those countries, it would still be many years before that capacity came online. I'm sure even for investments in those countries they would carefully consider in their ROI calculations the push to reduce the US/other regions dependence on oil, as we're one of the biggest markets.