MBCC TH 26th January'23 - "Let's talk Refining Margins and cracks spreads, are we running out of Gasoline? What is China/Global demand doing?" (New portfolio idea for paid subscribers only)

This one chart tells you so many stories, it is incredible. We break down each of the above charts post the DOE inventory using our own macro cross asset models to really see what demand is doing and what the outliers are here, using macro currents and physical market drivers to zero in on mispriced anomalies.

Detailed note and portfolio addition below!