The gasoline crack spread is approaching the same level reached after Russia invaded Ukraine—even though the disruption from Iran is far worse.
This isn’t booming demand. Refineries are already running near full capacity while war, damaged infrastructure and disrupted shipping have created a shortage of finished fuel.
Yet crude oil remains strangely disconnected from the fuels consumers actually use. The Trump regime’s manipulation of the headline oil price is now front and center.
The world doesn’t run on crude oil. It runs on gasoline, diesel and jet fuel—and that is where the real shortage is showing up.
If crude oil is genuinely bearish, why are refiners being paid nearly $60 a barrel to turn it into gasoline? 😆
Ticking Time bomb!
If you enjoy the work: 👉 Drop a solid comment. Let’s push it to 7,000 and keep building a community grounded in raw truth, not hype.
This isn’t booming demand. Refineries are already running near full capacity while war, damaged infrastructure and disrupted shipping have created a shortage of finished fuel.
Yet crude oil remains strangely disconnected from the fuels consumers actually use. The Trump regime’s manipulation of the headline oil price is now front and center.
The world doesn’t run on crude oil. It runs on gasoline, diesel and jet fuel—and that is where the real shortage is showing up.
If crude oil is genuinely bearish, why are refiners being paid nearly $60 a barrel to turn it into gasoline? 😆
Ticking Time bomb!
If you enjoy the work: 👉 Drop a solid comment. Let’s push it to 7,000 and keep building a community grounded in raw truth, not hype.
Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.
Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.