The final section of our 2024 refining themes takes us to the single biggest sector in global oil, and one with potentially the most dramatic transition: US gasoline. So far we have covered: DIVERGING BALANCES – short distillate, long gasoline; China petchem solves excess gasoline?​ ​CAPACITY ADDS – Major additional capacity East of Suez, Nigeria’s Dangote, Mexico’s Dos Bocas​ ​DIFFERENTIALS NARROW – Saudi cuts vs burgeoning US light-sweet, Q3 2023 start up of Canada’s TMX​ ​RENEWABLE DIESEL…