refinery margin

Latest news and analysis on refinery margin

Commodities

The biggest oil shock in history. Why isn't the price higher?

Hormuz 2026: history's biggest oil shock. Yet offsets, free markets and contained tail risk explain why crude hasn't surged further.
ALD
STO
+1
Jason Teh
Vertium Asset Management
Commodities

The refinery problem: A different kind of energy crisis in 2026

The 2026 Hormuz blockade has broken refined product markets in ways the 2022 Ukraine crisis never did.
ALD
QAN
+1
Jason Teh
Vertium Asset Management
2