Recent content by OilRefiner22

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    Using Physical assets to exploit arbitrages

    i understand that, but what creates the optionality? and how does a trader consistently use an asset to extract value from the market?
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    Using Physical assets to exploit arbitrages

    Does having a refinery give me an advantage in playing the premium - regular gasoline arbitrage? How about the Export diesel to domestic diesel arb - is having an asset an advantage over just playing in financial markets?
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    Using Physical assets to exploit arbitrages

    Would love to hear from folks using refineries or blending facilities to exploit arbitrages in gasoline, distillate or fuel oil markets.
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    Iran is about to start selling oil that may cost just $1 a barrel

    hard to believe that iran can ramp up production without costs being much higher than 1$/bbl. maybe there is some production at low cost but these volumes are already being absorbed by India and China ( both countries had exemptions from United States to buy Iranian oil).
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    Thoughts on Export ban changing WTI-Brent spread

    @Sig, The Jones Act is still in force. If you meant, the export ban was supporting Jones act volumes, I agree. But US coastal refiners will still have to use Jones Act ships for receiving US crude. I feel the US Eastcoast refiners will struggle to source US crudes off the water as there will...
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    Thoughts on Export ban changing WTI-Brent spread

    WTI-Brent spread compressed from -2.19 to -0.37. surprised to see the spread change so quickly.
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