Join Nostr
2026-08-19 17:00:01 UTC

Kim Perales on Nostr: "#Diesel🚨matters -SoH: longer the whole story. More crude may get thru on a good ...

"#Diesel🚨matters -SoH: longer the whole story.

More crude may get thru on a good day—but losses at Yanbu, Russian refinery outages & tighter product exports can erase those gains.

A $100+/bbl diesel crack isn't just an oil-mkt curiosity. Diesel is🚨embedded in freight, AG, IND & heating.

#EnergyCrisis:🚨spreading from a chokepoint problem into a global refining & products problem."
-A Berman

"We're going to have a diesel crisis...
Gasoline matters but🚨diesel touches everything"
-P Macro
#USPol