2/ gasoline is actually worse right now. Ukraine keeps hitting Russian refining, knocking real supply offline. no one can make that up- US refiners at 97% capacity. that's not a threat to future barrels, it's product gone today. refiners can't just flip a switch and replace it

2/ gasoline is actually worse right now. Ukraine keeps hitting Russian refining, knocking real supply offline. no one can make that up- US refiners at 97% capacity. that's not a threat to future barrels, it's product gone today. refiners can't just flip a switch and replace it

Source:https://x.com/staunovo/status/2084484665616871913