Cooper Johnston

Nola

[Cooper Johnston @cooper_johnston]

@zerohedge @BillAckman

[Cooper Johnston @cooper_johnston]

@theaiportfolios What’s the prompt generating this earnings analysis

[Cooper Johnston @cooper_johnston]

@DrBirt

[Fore Play @ForePlayPod]

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[Cooper Johnston @cooper_johnston]

@Big_Orrin MPC “Now turning to the macro environment. Roughly 4 million barrels per day of refining capacity has come offline globally in the last couple of years. Yet demand for the transportation fuels we manufacture remains robust and continues to grow.”

[Cooper Johnston @cooper_johnston]

@Big_Orrin What do you make of VLO saying this on 3q “Despite high refinery utilization rates, global product supply remains constrained due to roughly 4 million barrels per day of global refining capacity being taken permanently off-line since 2020 for a variety of reasons”? MPC said same