Happy Hour Today LIVE & DOE/North America Data Book
Source: Gemini after I fired Grok, Sankey Research Just ran a chart book of today’s data from the DOE. Inventories rising, supply good. Only surprise is crude oil prices holding up so well, to be honest. But global inventories are tight. US refiners are strongly supplying the market so expect more pressure on refining margins into the January lows. With that said, demand is remarkably strong on a trailing basis given how high pump prices


