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ProfessorGAC

(76,977 posts)
1. One Flaw I See In The Article
Sun Apr 12, 2026, 09:12 PM
Apr 12

It says refiners can't increase diesel supply.
That's not quite true. They can, but it causes impacts on gas & kerosene, changes overall throughput a little, increases sulfur inventory for which they is no demand spike, and a few other issues.
The refiners can but it's not simple & they don't like to make those process adjustments.
The rest of the article is pretty astute.

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