#Refiners - Twitter Hashtag

2 days ago

China’s independent #refiners step up crude inquiries after US-Iran peace deal ▪️China refiners resume crude inquiries post-deal ▪️Iranian Light discount widens to $1-$1.5/b ▪️Shandong refinery utilization drops to 51% in June 🖥️Full story: https://t.co/3ncASHKy3H

SPGEnergyOil's tweet photo. China’s independent #refiners step up crude inquiries after US-Iran peace deal

▪️China refiners resume crude inquiries post-deal
▪️Iranian Light discount widens to $1-$1.5/b
▪️Shandong refinery utilization drops to 51% in June

🖥️Full story: https://t.co/3ncASHKy3H https://t.co/qGoZnrjxAH

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CascadeMacro

@CascadeMacro

3 days ago

Cracks held while crude bled. VLO Q2 USGC indicator: $30/bbl vs Q1 $18. +67% sequential. Long $VLO $MPC $PSX $DINO. Short $OIH $XOP. https://t.co/GW1IQmXUEQ #OOTT #Oil #Refiners $XLE

CascadeMacro's tweet photo. Cracks held while crude bled. VLO Q2 USGC indicator: $30/bbl vs Q1 $18. +67% sequential.

Long $VLO $MPC $PSX $DINO. Short $OIH $XOP.

https://t.co/GW1IQmXUEQ

#OOTT #Oil #Refiners $XLE https://t.co/kMTbhUNtIE

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Rakesh Sharma @journorakesh

about 1 month ago

#India’s #oil #refiners are expected to weather disruption in supply after the US allowed its #waiver on Russian crude purchases to expire, thanks to weaker demand and available barrels from the US and the Middle East. With @yongchang_chin https://t.co/p8l5C2Hbg9

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CNBC-TV18

@CNBCTV18Live

2 months ago

#JustIn | Govt-owned #refiners asked to tap SBI credit line for Dollar requirement. RBI urges govt owned refiners to avoid spot dollar buying: Sources to CNBC-TV18's @Sapna_CNBC 🚩Alert: High #crude oil prices have exerted pressure on the #rupee

CNBCTV18Live's tweet photo. #JustIn | Govt-owned #refiners asked to tap SBI credit line for Dollar requirement. RBI urges govt owned refiners to avoid spot dollar buying: Sources to CNBC-TV18's @Sapna_CNBC

🚩Alert: High #crude oil prices have exerted pressure on the #rupee https://t.co/S60HR5n8gW

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ShanghaiEye🚀official

@ShanghaiEye

2 months ago

#US #GulfCoast #refiners are reaping the strongest margins in years as disruptions to #MiddleEastern #oil flows from the #IranWar raise demand for US #fuel exports.

ShanghaiEye's tweet photo. #US #GulfCoast #refiners are reaping the strongest margins in years as disruptions to #MiddleEastern #oil flows from the #IranWar raise demand for US #fuel exports. https://t.co/pDd74BwKX9

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Stratas Advisors

@StratasAdvisors

2 months ago

War-driven rate reductions have emerged globally. Asian #refiners dependent on Hormuz-transiting #crude (China, India, Japan, Vietnam, South Korea) have begun cutting throughput, declaring force majeure, and drawing on strategic #petroleum reserves.

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Oil by S&P Global Energy

@SPGEnergyOil

2 months ago

South Korea allows #refiners to swap delayed #crude for immediate SPR supply 🔗https://t.co/Dm6jKfZih5 🔹Swap mechanism addresses delays in #MiddleEast shipments 🔹Swap window covers April and May, extendable month-by-month 🔹Dubai price structure elevated amid supply, logistical disruptions

SPGEnergyOil's tweet photo. South Korea allows #refiners to swap delayed #crude for immediate SPR supply
🔗https://t.co/Dm6jKfZih5

🔹Swap mechanism addresses delays in #MiddleEast shipments
🔹Swap window covers April and May, extendable month-by-month
🔹Dubai price structure elevated amid supply, logistical disruptions

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CNBC-TV18

@CNBCTV18Live

2 months ago

#Refiners delay maintenance as demand rises; Nayara shutdown to hit LPG supply @Sapna_CNBC https://t.co/pilD7dOpkm

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Biofuels Int @biofuelsmag

3 months ago

The #Trump administration ordered #US #refiners to blend a record amount of biofuels into #petrol and diesel this year and next, in a move designed to support farmers. https://t.co/w1Ll9sc22O #biofuels #USA #policy #farming #RINs #mandates #feedstock

biofuelsmag's tweet photo. The #Trump administration ordered #US #refiners to blend a record amount of biofuels into #petrol and diesel this year and next, in a move designed to support farmers.
https://t.co/w1Ll9sc22O
#biofuels #USA #policy #farming #RINs #mandates #feedstock https://t.co/dwAEX33E09

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ACEMAXX ANALYTICS @acemaxx

3 months ago

#crude #oil -- #drillers and #refiners Altogether, the base case is that #energy companies will lock in profits rather than materially ramp up production, notes @JPMorganAM

acemaxx's tweet photo. #crude #oil -- #drillers and #refiners
Altogether, the base case is that #energy companies will lock in profits rather than materially ramp up production, notes @JPMorganAM https://t.co/gk1Ym18SjR

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Ravikant Yadav @imRavikantYadav

3 months ago

Will Indian refiners buy Iranian crude oil after US sanctions waiver :Details by Sh Sukalp Sharma @sukalp4 #usairan #IranWar‌ #CrudeOil #IranianOil #Sanctions #India #Refiners #UPSC Source: IE

imRavikantYadav's tweet photo. Will Indian refiners buy Iranian crude oil after US sanctions waiver

:Details by Sh Sukalp Sharma
@sukalp4

#usairan #IranWar‌ #CrudeOil #IranianOil #Sanctions
#India #Refiners

#UPSC

Source: IE https://t.co/SVoAWD1QgM

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Samantha LaDuc

@SamanthaLaDuc

3 months ago

Gonna say it again: there is no EV equivalent for jet fuel... #Refiners $VLO $PBF https://t.co/5A8N3DTrOh

June Goh

@JuneGoh_Sparta

3 months ago

A little background of jet fuel flows: Most of China's jet fuel goes to South East Asia, Australia, Hong Kong and sometimes Japan. South Korean jet fuel mostly goes to Australia and South East Asia. When the arb is open, USWC (looking at you, California) imports jet fuel from South Korea. If both China and South Korea are not exporting, guess what happens? #oott

JuneGoh_Sparta's tweet photo. A little background of jet fuel flows:

Most of China's jet fuel goes to South East Asia, Australia, Hong Kong and sometimes Japan.

South Korean jet fuel mostly goes to Australia and South East Asia.

When the arb is open, USWC (looking at you, California) imports jet fuel from South Korea.

If both China and South Korea are not exporting, guess what happens?

#oott

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ET NOW

@ETNOWlive

3 months ago

#BrokerageRadar | Elara Capital on Standalone Refiners: Standalone refiners strongest beneficiaries of higher crude prices #Refiners #Crude

ETNOWlive's tweet photo. #BrokerageRadar | Elara Capital on Standalone Refiners: Standalone refiners strongest beneficiaries of higher crude prices

#Refiners #Crude https://t.co/ALwj8UpWBw

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The Telegraph @ttindia

3 months ago

US grants 30-day waiver for sale of Russian oil to India, easing shipping blockages #UnitedStates #russianoil #shipping #IranWar #refiners #India https://t.co/XQ8HyZRCXX

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Samantha LaDuc

@SamanthaLaDuc

3 months ago

@Compounds365 not surprised as US market is pricing in: Trump export bans (& transition to regional pricing) same time US is positioned as beneficiary of ROW oil shock since we are net energy independent - now stealing from Venezuela the heavy crude we need (refined at $PBF in LA). #Refiners

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Tancredo Eduardo @tancredoeduardo

3 months ago

🇨🇳 O governo de #China disse ao maior #oil #refiners do país para suspender as exportações de #diesel e #gasoline pois um conflito crescente no Golfo Pérsico interrompe a chegada de petróleo bruto de uma das maiores regiões produtoras do mundo.

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Rakesh Sharma @journorakesh

4 months ago

#China’s government has told the country’s largest #oil #refiners to suspend exports of #diesel and #gasoline as an escalating conflict in the Persian Gulf disrupts the arrival of crude from one of the world’s largest producing regions. https://t.co/mKZUoQJHoK

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CNBC-TV18

@CNBCTV18Live

4 months ago

#FromBloomberg | #China Tells Top #Refiners To Suspend Diesel & Gasoline #Exports

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Jonathan Rose

@JRoseTrades

4 months ago

🔥 The 3-2-1 crack spread is RIPPING — $33.27 and up 31.4% 📈 This is the highest level since last spring. Refiners print money when crack spreads expand like this. Names to watch: $VLO $MPC $PSX $DK $DINO $CVI #CrackSpread #Refiners #Options #Trading #EnergyStocks #Oil #MITLive

JRoseTrades's tweet photo. 🔥 The 3-2-1 crack spread is RIPPING — $33.27 and up 31.4% 📈
This is the highest level since last spring. Refiners print money when crack spreads expand like this.
Names to watch: $VLO $MPC $PSX $DK $DINO $CVI

#CrackSpread #Refiners #Options #Trading #EnergyStocks #Oil #MITLive https://t.co/yVSG6d3VCN

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Rakesh Sharma @journorakesh

4 months ago

#Indian #refiners are keeping #Russian #oil purchases to a minimum after a #US Supreme Court ruling at the end of last week threw into question a long-awaited trade deal that would cut tariffs in exchange for halting those imports. https://t.co/vldX5dKFU7

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