Tracy Shuchart (𝒞𝒽𝒾 )

Latest positions

• Tracy Shuchart (𝒞𝒽𝒾 )Against on US The US will not enact diesel export restrictions, so the media should drop the topic. “The US is not going to enact diesel exports. MSM needs to stop beating a dead horse.” Open the post The US is not going to enact diesel exports. MSM… · 30 Sept
• Tracy Shuchart (𝒞𝒽𝒾 ) · on the show, speaker unnamedRisk rising sharply on Black Sea Vysotskyi sees no positive signs on a Black Sea ceasefire and thinks a solution is unlikely in the coming months, keeping the risk of disruption elevated. “it’s hard to imagine any possible solutions in the nearest months on this issue” Open the post Ukraine Agri Chief Sees No Positive Signs on Bla… · 28 Sept
• Tracy Shuchart (𝒞𝒽𝒾 ) · on the show, speaker unnamedStrongly against on Russia Vysotskyi says Russia has rejected all of Ukraine's partners' proposals, showing no willingness to reach a deal. “Russia “rejected all of the proposals of our partners so far”” Open the post Ukraine Agri Chief Sees No Positive Signs on Bla… · 28 Sept
• Tracy Shuchart (𝒞𝒽𝒾 )Against on US She opposes a national decision on diesel, arguing it should be left to individual companies and the states. “the US does not have a national oil company, a decision like this "should" be up to individual companies and within the states they operate” Open the post This is from Politico, so I have my reservations… · 25 Sept
• Tracy Shuchart (𝒞𝒽𝒾 )Worsening on US The US was insulated from the energy crunch, but that protection is now gone and the crunch has arrived. “the US has been fairly insulated from the energy crunch, but it was coming. Well, it is here.” Open the post If any of you have been listening to the Morning… · 19 Sept
• Tracy Shuchart (𝒞𝒽𝒾 )Strongly against on diesel She opposes a diesel export ban, arguing it would raise global prices and cut US refining runs rather than help. “An export ban on deisel would have the OPPOSITE effect as intended, imho.” Open the post This headline today seems to have many frazzled:… · 15 Sept
• Tracy Shuchart (𝒞𝒽𝒾 )Bullish on diesel Pulling US barrels off the export market would raise the global diesel price rather than lower it. “Pulling US barrels off that market does not lower the global price, it raises it” Open the post This headline today seems to have many frazzled:… · 15 Sept
• Tracy Shuchart (𝒞𝒽𝒾 )Bearish on Refining A ban would collapse the Gulf Coast diesel crack and force refiners to cut runs. “Stranded product in PADD 3 collapses the Gulf Coast diesel crack, and refiners respond to a collapsing crack the only way they can, by cutting runs” Open the post This headline today seems to have many frazzled:… · 15 Sept
• Tracy Shuchart (𝒞𝒽𝒾 )Worsening on US An export ban would structurally weaken US refining margins and mark American supply as politically conditional. “which weakens US refining margins structurally long after the ban is lifted” Open the post This headline today seems to have many frazzled:… · 15 Sept
• Tracy Shuchart (𝒞𝒽𝒾 )Worsening on US Spending cannot be reined in, so the US fiscal trajectory will not improve. “I admire Bessent's futile attempt saying we can reign in spending, but it is not possible.” Open the post As we roll into US midterms, remember, no party … · 11 Sept
• Tracy Shuchart (𝒞𝒽𝒾 )Bearish on oil refining Refining capacity will take a long time to increase, so the headline-driven hit to refiners is not something traders should expect to be quickly resolved. “Im not sure traders realize how long it will take to increase refining capacity” Open the post refiners just got hit on this headline, Im not s… · 11 Sept
• Tracy Shuchart (𝒞𝒽𝒾 )Bullish on AGB She expects AGB yields to keep rising, saying the pain may not be over yet. “AGB yields are surging, the pain may might not be over yet” Open the post AGB yields are surging, the pain may might not b… · 10 Sept