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Tom Kloza @TomKloza on x 11.2K followers
Created: 2025-07-25 14:50:56 UTC
Further to Goldman's diesel easel painting. Bank upgrades 2026 NY Harbor ULSD crack to $24/bbl but current futures imply distillate cracks well above $30/bbl (versus WTI) in 2026. My take: No one wants to predict a parabolic move, but if there is one, it will come for ULSD.
XXX engagements
