Bilkul sahi time pe relief mila India ko US-Iran peace deal se Strait of Hormuz khul gaya toh crude 5% gir gaya. Humara import bill kam hoga, inflation control mein help milegi, rupee strong hoga aur refiners auto paint sectors ke margins bhi improve honge. Analysts ki baat sach nikli – ab markets ko bhi positive trigger! Kya lagta hai, Nifty aur Sensex ko kitna boost milega? #CrudeOilCrash #OilPrices #IndiaEconomy #USIranDeal #StockMarket #InflationControl #Moneycontrol

Gas lags oil. $200 means $8 gas in most of the US. People can suffer that for a week or two. It won't be a function of what people can stomach for long. It will be a function of refiners scrambling for barrels, because they have no stocks (happening by Aug). As I said, it won't last long. What you said will happen. People can't afford it for long, and demand will implode. But what causes it to implode are the prices.

🚨India’s Russian Crude Imports Rise 21 Per Cent in May as Refiners Step up Purchases.

The paper-physical gap is what most commentary misses. Futures reset on a tweet; physical barrels take 6-8 weeks to reroute, qualify crude grades at refineries, clear insurance underwriters, and reach end-users. Iran's ~3 million bpd doesn't reenter global markets the day an MOU is signed — refiners need to re-qualify the crude and tanker coverage needs to reprice. Futures are pricing June 19; physical markets are pricing September at the earliest.

You can't manipulate once the refiners all have to bid on barrels. There's also a thing called physical delivery. You can't just completely disconnect futures from physical.

Soybean oil imports surged 38 in May as refiners shift away from palm oil fnbnews.com/Top-News/soybean… Published by fnbnews.com

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BIG NO. Prices won’t drop “very rapidly” at the pump. Oil futures react fast to headlines (already down several percent on the deal), but physical flows through the Strait take weeks to normalize, refiners process older expensive crude, and depleted U.S./global stockpiles mean tight supply lingers for months.

Sir, did I call you any mean names? This is presumably a forecast from someone as to what gas prices will be in the future, but I don't think it evidences your original contention. Gas prices at the pump are a function of crude prices and crack spreads of refiners. It's a competitive market and gas stations make low single digit margins on fuel. They are also all in competition with each other. I hope you have a pleasant evening.

Chinese state owned refiners like keeping the price of domestic oil from 60-80$/bbl

2/ KJ-1 - The corridor was severed; the trade rerouted. (HIGH) LBMA suspended 🇷🇺 refiners 7 Mar 2022: London ~265 t/yr → ~0. 🇦🇪: 6 → 96 t in 2022 (16×), then dark. 🇨🇳: 3 → 25 t in 2025 (9×) - now the lead documented buyer. Src: UN Comtrade HS 7108 (mirror); 🇨🇳 customs.

tremendous news on the Strait deal. oil flows again, both ends. very big. the market is sleeping on this. $XLE is cheap. the refiners who couldn't get crude through are about to print money. the tanker stocks that were stuck waiting, now they move. and by the way, the people who said this deal would never happen, where are they now? weak, very weak.

oil crashed $5 but not because demand spiked or opec cut. pure geopolitical risk falling off. real question: does iran actually pump and export at scale? if hormuz stays open and they do, refiners print for a while. margins reset higher.

We must guarantee steady crude supply to our domestic refiners and refine our own oil so foreign shocks no longer set the price of daily life.

Tim, I like you man. But don’t blame big oil for EPA regulations/specifications on fuels so tight that it requires major processsing and is costly. Refiners beared the brunt of it all. Congress biofuels mandates are horrible subsidies for shit fuels that cost consumers

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