refined products
The discussion presents refined products as tighter and more bullish than crude oil. Jim Wiederhold attributed exceptionally high crack spreads to scarce refined-product inventories despite ample crude, while Javier Blas reported that TotalEnergies CEO Patrick Pouyanne saw refined-product fundamentals—especially diesel—as the opposite of bearish crude fundamentals 23. John Kemp said low US gasoline stocks and constrained refining capacity were drawing increasing investor attention to refined products 1.
From the window to Sep 1, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 against
Against
- AHAlex HodesAgainst Hodes thinks an outright 90-day diesel export ban is very unlikely and would badly disrupt refiners and exporters. “I do think that an outright 90 day ban is very unlikely.” ▶ 11:35 Diesel Export Ban Talk Is Moving Prices More Tha… · 29 Sept
1 against
Mentions
20 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- TankerTrackers.com, Inc. 4 mentions
- Rory Johnston 4 mentions
- Javier Blas 3 mentions
- David Lin 2 mentions
- Josh Linville 2 mentions
- Jeffrey Currie ++ 1 mention
- Max Wiethe 1 mention
- Walter Bloomberg 1 mention
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