# ![@TomKloza Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2153496444.png) @TomKloza Tom Kloza

Tom Kloza posts on X about $pbf, $vlo, stocks, phillips [--] the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2153496444/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2153496444/c:line/m:interactions.svg)

- [--] Week [-----] -69%
- [--] Month [------] +28%
- [--] Months [-------] +83%
- [--] Year [-------] +22%

### Mentions: [--] [#](/creator/twitter::2153496444/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2153496444/c:line/m:posts_active.svg)

- [--] Week [--] -25%
- [--] Month [--] +38%
- [--] Months [---] +62%
- [--] Year [---] +62%

### Followers: [------] [#](/creator/twitter::2153496444/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2153496444/c:line/m:followers.svg)

- [--] Week [------] +0.12%
- [--] Month [------] +1.10%
- [--] Months [------] +2.80%
- [--] Year [------] +5.70%

### CreatorRank: [---------] [#](/creator/twitter::2153496444/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2153496444/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  30.36% [finance](/list/finance)  23.21% [countries](/list/countries)  14.29% [cryptocurrencies](/list/cryptocurrencies)  7.14% [technology brands](/list/technology-brands)  2.68% [travel destinations](/list/travel-destinations)  1.79% [financial services](/list/financial-services)  0.89% [celebrities](/list/celebrities)  0.89%

**Social topic influence**
[$pbf](/topic/$pbf) #2, [$vlo](/topic/$vlo) 5.36%, [stocks](/topic/stocks) 4.46%, [phillips 66](/topic/phillips-66) 3.57%, [$mpc](/topic/$mpc) 3.57%, [$psx](/topic/$psx) 3.57%, [futures](/topic/futures) 3.57%, [$60bbl](/topic/$60bbl) 3.57%, [market cap](/topic/market-cap) 2.68%, [$casy](/topic/$casy) 2.68%

**Top accounts mentioned or mentioned by**
[@infinituscap](/creator/undefined) [@oilcfd](/creator/undefined) [@gfouche](/creator/undefined) [@amyjaffeenergy](/creator/undefined) [@anasalhajji](/creator/undefined) [@bobbyolivier](/creator/undefined)

**Top assets mentioned**
[PBF ENERGY INC. (PBF)](/topic/$pbf) [Valero Energy Corporation (VLO)](/topic/$vlo) [Phillips [--] (PSX)](/topic/phillips-66) [Partisia Blockchain (MPC)](/topic/$mpc) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [MURPHY USA INC. (MUSA)](/topic/$musa) [DinoLFG (DINO)](/topic/$dino) [Morgan Stanley (MS)](/topic/morgan-stanley) [Delek US Holdings, Inc. (DK)](/topic/$dk) [Goldman Sachs (GS)](/topic/goldman-sachs) [Costco Hot Dog (COST)](/topic/$cost) [BJ's Wholesale Club Holdings, Inc. (BJ)](/topic/$bj) [Walmart, Inc. (WMT)](/topic/$wmt) [Microsoft Corp. (MSFT)](/topic/microsoft) [Born in [--] (19)](/topic/$19) [Kinder Morgan Inc (KMI)](/topic/kinder-morgan-inc) [Kroger Co (KR)](/topic/$kr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Valero operating on all cylinders in 4Q - - big beat on earnings. Key takeaways: Seeing Canadian WCS discounts at $11-$11.50/bbl TX Gulf Coast several dollars wider than [----]. Also notable: Continue to operate the Wilmington CA refinery. It's a good asset in a good market"  
[X Link](https://x.com/TomKloza/status/2016931624382873753)  2026-01-29T17:49Z 11.5K followers, [----] engagements


"Chevron posts strong earnings that drive the market cap of the company to $345-billion. Impressive Consider that yesterday the value of Microsoft dropped by $357-billion. Only XOM in the XLE is above that figure"  
[X Link](https://x.com/TomKloza/status/2017241856329879904)  2026-01-30T14:21Z 11.5K followers, [---] engagements


"Brutally frigid temperatures are heating up kerosene prices. If your refinery can make ultra-low sulfur kerosene you can sell it for $135/bbl today in New York Harbor ($3.216/gal). Kind of a "Crack of the Ages" at more than twice the price of WTI"  
[X Link](https://x.com/TomKloza/status/2017325422808121669)  2026-01-30T19:53Z 11.5K followers, [----] engagements


"Quite the deflationary start to February [----] for oil products. Wholesale gasoline prices are down 5-7cts/gal throughout the country; diesel and heating oil prices are off 13-15cts/gal"  
[X Link](https://x.com/TomKloza/status/2018335007400460617)  2026-02-02T14:45Z 11.5K followers, [---] engagements


"This kid from New Jersey sold muskrat pelts to Eddie Bauer back in the late 1960's. Never thought they would be a national retailer for trendy clothes. (The going rate on the pelts was about $1.50/each). The Eddie Bauer brand best known for its durable outdoor apparel is [---] years old. It was founded in Seattle in [----] by outdoorsman Eddie Bauer. https://t.co/8NqipTaTJG The Eddie Bauer brand best known for its durable outdoor apparel is [---] years old. It was founded in Seattle in [----] by outdoorsman Eddie Bauer. https://t.co/8NqipTaTJG"  
[X Link](https://x.com/TomKloza/status/2018407880748056638)  2026-02-02T19:35Z 11.5K followers, [----] engagements


"When will renewable fuels pay off for U.S. refiners Phillips [--] discloses generally solid fourth quarter results but sports a loss of $19 million on renewable fuels. That's down from a $43-million loss but one wonders when Bay Area production will be profitable"  
[X Link](https://x.com/TomKloza/status/2019041928738906331)  2026-02-04T13:34Z 11.5K followers, [----] engagements


"$CASY on pace to post a 43% valuation increase this year but other retail gasoline performances for public companies are uninspiring. Flat to lower [----] or $CAPL $MUSA $ATD and $GLP"  
[X Link](https://x.com/TomKloza/status/2003840431617196383)  2025-12-24T14:49Z 11.5K followers, [---] engagements


"If all goes well this would be the most bold midstream project since the Colonial Pipeline: Phillips [--] and Kinder Morgan Inc. Announce Launch of Subsequent Open Season for Remaining Western Gateway Capacity and Expanded Origins and Destinations"  
[X Link](https://x.com/TomKloza/status/2012167935318520294)  2026-01-16T14:19Z 11.5K followers, [----] engagements


"JP Morgan restates view that Brent has a $7/bbl geopolitical premium baked in. Sees Kazakhstan output "just days away from full recovery" and believes that global oil supply will outpace demand in [----] by a "factor of three.""  
[X Link](https://x.com/TomKloza/status/2019437756817240268)  2026-02-05T15:47Z 11.5K followers, 12.1K engagements


"Surprise profit for $PBF in Q4 but renewable business remains a loser. PBF investment in St. Bernard Renewables (Louisiana) yields a $21-million loss"  
[X Link](https://x.com/TomKloza/status/2022013662895255994)  2026-02-12T18:23Z 11.5K followers, [----] engagements


"$PBF brass supply a couple of interesting equations for profitability. Every $1/bbl improvement in crude discounts generates a $200-million business improvement. Each $1 increase in natural gas costs boosts expenses by $100-million"  
[X Link](https://x.com/TomKloza/status/2022014043142398065)  2026-02-12T18:24Z 11.5K followers, [---] engagements


"Inauspicious debut for Initial Public Offering of APM - ARKO Petroleum Marketing - -($APC)- shares drop by about 3% in first day of trading. This is the petroleum distribution segment of $ARKO also known as GPM"  
[X Link](https://x.com/TomKloza/status/2022016060355133810)  2026-02-12T18:32Z 11.5K followers, [----] engagements


"Keep an eye on California gasoline markets. Wholesale prices up another 7-14cts/gal today. Refinery runs there are [------] b/d behind last year and state probably needs one gasoline cargo (300000 bbls) per day. Never a dull moment in the Golden State"  
[X Link](https://x.com/TomKloza/status/1904928340512751795)  2025-03-26T16:08Z 10.9K followers, [----] engagements


"With [--] 1/2 hours left in the trading day the top [--] U.S. refiners ($PSX $VLO $MPC & $PBF) have shed more than $15-billion in market cap. Meanwhile oil and refined products are down about 7% across the board"  
[X Link](https://x.com/TomKloza/status/1907832162029555922)  2025-04-03T16:26Z 11K followers, [----] engagements


"U.S. and most countries are now in a full-blown trade war. If indeed the U.S. is headed into recession the last [--] recessions have seen drops of more than 70% in crude gasoline and diesel. Possible landing points for these contracts look silly until they do not"  
[X Link](https://x.com/TomKloza/status/1908139911271555267)  2025-04-04T12:49Z 10.9K followers, [---] engagements


"Beneficiaries of the 30cts/gal swoon in wholesale gas costs in last [--] hours Fuel margins are soaring for largest retailers including $COST $BJ $WMT $KR $MUSA $CASY $ATD $GLP and $CAPL. Average US gasoline margin nearing 50cts/gal. Big win for Big Boxes in particular"  
[X Link](https://x.com/TomKloza/status/1908190190171996452)  2025-04-04T16:09Z 11.1K followers, [---] engagements


"Not exactly renaissance level but a far cry from Dark Ages for US refiners. They'd take this continuing in a heartbeat"  
[X Link](https://x.com/TomKloza/status/1908245898263462001)  2025-04-04T19:50Z 10.9K followers, [----] engagements


"Some sobering fun with big numbers: U.S. consumers are saving $157-million/day or $4.7-billion/mo. thanks to cheap gas. U.S. stocks have lost $11-trillion since Inauguration Day. So cheap fuel will make up for those financial losses in [----] months or around the Year 2220"  
[X Link](https://x.com/TomKloza/status/1911064165780709709)  2025-04-12T14:29Z 11K followers, [----] engagements


"A note on April [--]. On that day in [----] and in [----] RBOB futures hit highs for the year (2024) or first half yearly high (2023). Street peaked at $3.66/gal last year and $3.678/gal in [----]. U.S. demand appears to be down and OPEC+ will put another 412k on the market on May 1"  
[X Link](https://x.com/TomKloza/status/1911403411532112159)  2025-04-13T12:57Z 11.2K followers, [----] engagements


"Down day on Wall Street but $PBF up nearly 7% in the wake of Valero's decision to shut 170k/day Benicia CA refinery in April [--]. Only [--] refiners left in Northern California so expect very expensive fuel prices to prevail. Good news for $DINO Sinclair thanks to WA gasoline output"  
[X Link](https://x.com/TomKloza/status/1912521998749540556)  2025-04-16T15:02Z 11K followers, [----] engagements


"Gasoline price deflation is picking up steam. US motorists paying about $177-million less per day for fuel than on this day last year and approximately $328-million less than in April [----]. Will that be enough of a tailwind to offset tariff inflation elsewhere"  
[X Link](https://x.com/TomKloza/status/1912859505395663303)  2025-04-17T13:23Z 11K followers, [---] engagements


"Over [---] responses to poll as to why oil is so weak. 83% say it's the trade war and the threat to global GDP growth; other 17% split between high OPEC+ spare capacity and light investor positioning. I do believe the investment thesis for oil appreciation has weakened since 2023"  
[X Link](https://x.com/TomKloza/status/1914764189299544470)  2025-04-22T19:32Z 11K followers, [---] engagements


"Breaking: $VLO reports 1Q25 loss of $595-million ($1.90/share) but red ink tied to $1.1-billion impairment charge on Benicia refinery. Would have made $282 million without that charge. Hopefully someone asks about Wilmington CA refinery in today's conference call"  
[X Link](https://x.com/TomKloza/status/1915391561619181898)  2025-04-24T13:05Z 11.1K followers, [---] engagements


"Further to $VLO earnings - - company lost $141 million on renewable diesel in the first quarter. RD is still a loser for most producers"  
[X Link](https://x.com/TomKloza/status/1915391882953183274)  2025-04-24T13:06Z 11K followers, [----] engagements


"Glass half empty analysis by Morgan Stanley on refiners. Robust current cracks offset by busy maintenance. Suspect all refiners will see 1Q25 renewable diesel losses. Lowering price targets by $4/share for $DK; $6 for $DINO; $15 for $MPC; $8 for $PBF; $18 for $PSX & $15 for $VLO"  
[X Link](https://x.com/TomKloza/status/1915791432494821790)  2025-04-25T15:34Z 11.1K followers, [----] engagements


"Couche-Tard forges an NDA with Seven & i as it advances acquisition talks. May should be a great margin month for the fuel category for both companies. Other big winners include $BJ $MUSA $CASY $COST $WMT and $GLP. Wholesale prices will drop much more than the street"  
[X Link](https://x.com/TomKloza/status/1917930537521738137)  2025-05-01T13:14Z 11.1K followers, [---] engagements


"Reminds me of a great Woody Allen line: "What a joy it is to be conscious. I wonder what the people in Staten Island do." Scientists explore where consciousness arises in the brain https://t.co/9cLu6qsJRR https://t.co/9cLu6qsJRR Scientists explore where consciousness arises in the brain https://t.co/9cLu6qsJRR https://t.co/9cLu6qsJRR"  
[X Link](https://x.com/TomKloza/status/1918024807582495187)  2025-05-01T19:28Z 11K followers, [---] engagements


"The most prescient statement on oil came from Citi commodities desk earlier this year: "President Trump wants needs and is likely to persist in using all tools at his disposal to deliver lower energy prices." OPEC+ decision today ensures that oil price inflation is history"  
[X Link](https://x.com/TomKloza/status/1918685553702137870)  2025-05-03T15:14Z 11K followers, [----] engagements


"@OilCfd It may be desperately needed"  
[X Link](https://x.com/TomKloza/status/1919439307225325898)  2025-05-05T17:09Z 11K followers, [---] engagements


"Neutral EIA: Total demand evokes recession fears less than 20-m b/d. Mogas demand drops 381k; disty demand flat. Jet fuel demand up a robust 474k. Keep eye on WC - - gas stocks rise 600k but need more with VLO-Benicia down. Net exports 210k for gasoline & 1.29-m for distillate"  
[X Link](https://x.com/TomKloza/status/1920126234853290334)  2025-05-07T14:39Z 11.2K followers, [---] engagements


"What's the spot price of gasoline in Northern California Current bids are $1.05/gal above CME RBOB or about $3.08/gal. Sales' offers are at $1.75/gal above CME RBOB or about $3.78/gal. Quite the stalemate in an illiquid bulk trading area"  
[X Link](https://x.com/TomKloza/status/1920134228940853306)  2025-05-07T15:10Z 11K followers, [---] engagements


"One company that might benefit from various California refining woes is Parr Pacific ($PARR). Shares up nearly 10% Wednesday. $DINO could also do well but stock is doing the cha-cha"  
[X Link](https://x.com/TomKloza/status/1920160260783771900)  2025-05-07T16:54Z 11K followers, [---] engagements


"Guessing it might involve the new Disney park in Abu Dhabi which may have a Hall of President attraction with the Donald. US President Trump: "We're going to Saudi Arabia the UAE and Qatar. And before we leave we have a big announcement to make like as big as it gets and I won't tell you on what and it's very positive. That announcement will either be made Thursday or Friday or Monday before we US President Trump: "We're going to Saudi Arabia the UAE and Qatar. And before we leave we have a big announcement to make like as big as it gets and I won't tell you on what and it's very positive."  
[X Link](https://x.com/TomKloza/status/1920210251321626931)  2025-05-07T20:12Z 11K followers, [---] engagements


"Financial food for thought: Nvidia closed today with an implied value of $3.3-trillion. The entire XLE ETF (23 companies ranging from $APA to $XOM)has an implied market cap today of $1.5-trillion. Stunning comparison by any measure and supports the notion of lost energy mojo"  
[X Link](https://x.com/TomKloza/status/1923122904511729788)  2025-05-15T21:06Z 11.1K followers, 11K engagements


"Another "ouch" for Phillips [--]. Louisiana Tax Commission has upheld a valuation of $1.05-billion for the Westlake LA refinery. P66 contested the value based on an "obsolescence factor" of 65% that would value the plant at $407.8-million. The plant does NOT make ULSD"  
[X Link](https://x.com/TomKloza/status/1924916263278588036)  2025-05-20T19:52Z 11.1K followers, [---] engagements


"It's showtime for Phillips 66/Elliott proxy battle. How do you think the story ends Phillips slate survives Elliott gets [--] seats Results are split Phillips slate survives Elliott gets [--] seats Results are split"  
[X Link](https://x.com/TomKloza/status/1925182247851708507)  2025-05-21T13:29Z 11.2K followers, [---] engagements


"EIA: Bloom may be off the spring gasoline rose - - implied demand of 8.64-mil b/d is 671k/day below last year. Natwide stocks up 800k including 500k out West. Robust imports to EC and WC. Runs normalizing and up [-----] b/d on the week"  
[X Link](https://x.com/TomKloza/status/1925198650491142216)  2025-05-21T14:35Z 11.2K followers, [---] engagements


"If President Trump follows through on threat to impose 50% tariffs on EU countries that would eliminate EU gasoline imports into the U.S. Those countries accounted for about [------] b/d of supply in February mostly into Northeast U.S. but also many barrels for Puerto Rico"  
[X Link](https://x.com/TomKloza/status/1925909213638693032)  2025-05-23T13:38Z 11K followers, [----] engagements


"Among EU countries Netherlands is largest supplier of gasoline to the United States with over 1.5-million barrels shipped in February. Surprise comes via Lithuania at second place moving over [------] barrels stateside. In all [--] countries sent gasoline to US & Puerto Rico"  
[X Link](https://x.com/TomKloza/status/1925911414394233177)  2025-05-23T13:47Z 11K followers, [---] engagements


"Seven & I Holdings the parent company of 7-Eleven vows to make the next [--] years better than the last [--] years. Its not clear whether CEO Stephen Hayes Dacus will opt for the near $50-billion buyout from Couche-Tard or go it alone with a separate growth program"  
[X Link](https://x.com/TomKloza/status/1927350249183445314)  2025-05-27T13:04Z 11K followers, [----] engagements


"Disagree. API and EIA have had incredibly dissonant data this spring so crude draw could be specious. Also a draw of only about 528k for gasoline in days leading up to Memorial Day weekend should disappoint RBOB bulls. First half of June can be notoriously sluggish for gasoline. Decidedly bullish. Decidedly bullish"  
[X Link](https://x.com/TomKloza/status/1927831188338589803)  2025-05-28T20:55Z 11.2K followers, [----] engagements


"Good news for California motorists - - thanks to steady arrival of foreign gasoline cargoes LA CARBOB is now worth only $2.20/gal. Bay Area perhaps 5-10cts/gal higher but these are numbers suggestive of much lower Golden State pump prices. Big drops on the street coming"  
[X Link](https://x.com/TomKloza/status/1928093118450089994)  2025-05-29T14:16Z 11.1K followers, [----] engagements


"Morgan Stanley is out with its post-OPEC+ meeting analysis. Still targeting mid-$50's for Brent when demand tailwinds turn to headwinds this autumn. Global supply builds toward end of [----] with a [----] surplus peaking at 1.5-million b/d to 2-million b/d. Contango by year's end"  
[X Link](https://x.com/TomKloza/status/1929577965349679197)  2025-06-02T16:36Z 11.1K followers, [---] engagements


"California assembly is today likely to look at a bill that would finally allow higher ethanol blends to be sold in the Golden State. AB [--] would help clear the way for E15 blends and ostensibly result in more palatable prices for those midlevel blends"  
[X Link](https://x.com/TomKloza/status/1930258824398623168)  2025-06-04T13:42Z 11.1K followers, [----] engagements


"California gas prices may prevent US national average from dipping below $3 this summer. Golden State down 8cts/gal in last week to $4.72/gal but higher fuel tax and more expensive LCFS treatment looms on July [--]. I still predict CA motorists will pay twice as much as TX drivers"  
[X Link](https://x.com/TomKloza/status/1930988775368167674)  2025-06-06T14:02Z 11.1K followers, [----] engagements


"Saturday Israeli attacks on Iran target Tabriz where a large Iranian refinery is located. Ironically taking out Iranian refineries could leave the Islamic Republic with more crude to sell on international markets. Sunday night opening for ICE & CME could be compelling"  
[X Link](https://x.com/TomKloza/status/1933915994507882930)  2025-06-14T15:54Z 11.1K followers, [----] engagements


"On this 3rd day of military exchanges between Israel and Iran there are no reported instances of damage to Iranian oil infrastructure. But the potential for explosive upside moves probably inhibits most of the traditional short selling - - definitely not a safe bet at present"  
[X Link](https://x.com/TomKloza/status/1934269705411342737)  2025-06-15T15:20Z 11.1K followers, [---] engagements


"Breaking: The huge [------] b/d Dangote refinery in Nigeria is offering lucrative credit terms and distribution-free costs for mogas and diesel sold in Nigeria. Underscores a point: the plant's operations will eliminate much of West Africa as a destination for European gasoline"  
[X Link](https://x.com/TomKloza/status/1934601917487054974)  2025-06-16T13:20Z 11.1K followers, [----] engagements


"Banks Speak II. Morgan Stanley also puts geopolitical risk premia at $10/bbl but base case sees Brent fading back toward $60/bbl. One unlikely scenario talks of "2022-style" prices but relies on Israeli attacks on export infrastructure in Iran or Iranian attacks on US interests"  
[X Link](https://x.com/TomKloza/status/1934681362037965093)  2025-06-16T18:35Z 11.1K followers, [---] engagements


"Line [--] drop of 2% in gasoline sales is consistent with the mystery of 2025: why was May gasoline demand so poor Sales by category (prior month): Sporting goods +1.3% (-3%) Furniture +1.2% (+0.7%) E-commerce +0.9% (+0.4%) Clothing +0.8% (0.0%) Food beverages -0.7% (0.0%) Eating drinking -0.9% (+0.8%) Gas stations -2% (-0.7%) Building materials -2.7% (+0.3%) Motor vehicles parts -3.5% Sales by category (prior month): Sporting goods +1.3% (-3%) Furniture +1.2% (+0.7%) E-commerce +0.9% (+0.4%) Clothing +0.8% (0.0%) Food beverages -0.7% (0.0%) Eating drinking -0.9% (+0.8%) Gas stations -2% (-0.7%)"  
[X Link](https://x.com/TomKloza/status/1934958719231742012)  2025-06-17T12:58Z 11.1K followers, [----] engagements


"More EIA: Rocky Mountain High. For first time this year refinery utilization in PADD [--] rose above 100% -- 100.3% to be precise. This region generally has some of the most brisk demand growth year-on-year"  
[X Link](https://x.com/TomKloza/status/1935346944660095453)  2025-06-18T14:40Z 11.1K followers, [---] engagements


"One of the most popular trades on CME (NYMEX) is to be long ULSD in late [----] and short RBOB. ULSD premium in December right around 43.5cts/gal and some traders believe it should easily rise to 50cts/gal or more. Getting to be a crowded trade"  
[X Link](https://x.com/TomKloza/status/1935397326367187211)  2025-06-18T18:00Z 11.1K followers, [---] engagements


"Quite possible that many US refining companies ($DK $MPC $PSX $VLO $PARR) may exceed or flirt with [----] highs. Profits of $31-$36/bbl for diesel in North American markets are powering the recovery"  
[X Link](https://x.com/TomKloza/status/1936096401043366294)  2025-06-20T16:18Z 11.1K followers, [----] engagements


"The "default setting" should be that the Strait remains operational and unencumbered. The calculus might change if Kharg Island were to be knocked out by US/Israeli fighters. Whatever you read about the closure of Hormuz Strait is written years ago There is nothing new. The Iranian regime threatened to close it about [--] times since [----] Whatever you read about the closure of Hormuz Strait is written years ago There is nothing new. The Iranian regime threatened to close it about [--] times since 1980"  
[X Link](https://x.com/TomKloza/status/1936865851753238861)  2025-06-22T19:16Z 11.1K followers, [----] engagements


"Wild $10+ range between lows and highs for crude today. I'm not sure what the price of crude and gasoline will be [--] days from now (maybe a wobble higher) but I feel certain that over the next 6-18 months the market will cascade lower"  
[X Link](https://x.com/TomKloza/status/1937240062628151808)  2025-06-23T20:03Z 11.1K followers, [----] engagements


"This stunning decline in oil prices still leaves US refiners ($DK $MPC $VLO $PBF $PSX et al) on solid ground. Diesel cracks currently a robust $26/bbl at US Gulf; $30.85/bbl NY; $24-$28/bbl Midcontinent and $34/bbl in CA. Those profits will offset 'meh" margins for gasoline"  
[X Link](https://x.com/TomKloza/status/1937510301886234688)  2025-06-24T13:57Z 11.1K followers, [---] engagements


"Long hot summer may see some refinery issues. Last few days find problems with PBF in Martinez CA; Phillips [--] at Bayway NJ; and Cenovus at Lima OH. May keep gasoline profitable although cracks for diesel and jet fuel are paying the bills"  
[X Link](https://x.com/TomKloza/status/1938242666631741837)  2025-06-26T14:27Z 11.2K followers, [----] engagements


"U.S. refining remains quite profitable but trouble lurks across the pond. The [------] b/d Lindsay refinery in the U.K. has slipped into insolvency this morning and joins Grangemouth on the sidelines of European processing. Will there be others that can't pass muster"  
[X Link](https://x.com/TomKloza/status/1939674589073715244)  2025-06-30T13:17Z 11.1K followers, [----] engagements


"EIA: Subpar report on gasoline with demand measurement down 1.048-m bbl (a clear make-up from previous brisk assessment). Gasoline stocks up 4.2-m ntwide including 900k EC and 1.2-m bbl West Coast. Gasoline imports outpace exports by [------] b/d. Overall a poor report for gas"  
[X Link](https://x.com/TomKloza/status/1940418997381697898)  2025-07-02T14:35Z 11.1K followers, [---] engagements


"Early July reflects "salad days" for U.S. coastal refiners. Diesel fetches cracks versus WTI of nearly $39/bbl in NY Harbor; almost $32/bbl at the US Gulf Coast; and $42.50/bbl in Southern California. Plenty of motive to process as most crude and feedstock as possible"  
[X Link](https://x.com/TomKloza/status/1940499376113410362)  2025-07-02T19:54Z 11.2K followers, [----] engagements


"Pretty rare to see Citi and Goldman Sachs share the same views in energy. But both big banks see a refinery renaissance ahead. https://www.linkedin.com/pulse/sneak-preview-2h2025-refining-tom-kloza-eli0e/trackingId=RaXyrv0eR7u2yEH5QtW%2BvQ%3D%3D https://www.linkedin.com/pulse/sneak-preview-2h2025-refining-tom-kloza-eli0e/trackingId=RaXyrv0eR7u2yEH5QtW%2BvQ%3D%3D"  
[X Link](https://x.com/TomKloza/status/1940813972875497946)  2025-07-03T16:44Z 11.1K followers, [----] engagements


"Goldman notes that OPEC8+ decision to add 548k of oil in August will be repeated in Sept. completing the unwind of 2.2-million b/d of '23-24 cuts. Stays with forecast of $59/bbl for Q4 Brent with $56/bbl target in [----]. Describe latest accord as "mildly negative" for prices"  
[X Link](https://x.com/TomKloza/status/1942210549552423158)  2025-07-07T13:14Z 11.2K followers, [----] engagements


"Christmas in July on the Hallmark Channel (ugggh) but it's also Christmas in July for U.S. refiners. Diesel cracks today: NYH - $37.50/bbl; Gulf Coast - $31.20/bbl; Group [--] - $31.60/bbl; Chicago - $35.50/bbl; SoCal - $43.80/bbl. This is about as good as it gets for processors"  
[X Link](https://x.com/TomKloza/status/1942217326809559330)  2025-07-07T13:41Z 11.1K followers, [---] engagements


"Oil futures and options continue to slog along with damaged mojo. Magnificent [--] stocks are now worth almost $18-trillion compared to a measly $1.585-trillion for energy shares in the XLE. Together with crypto big tech investment leaves little room for speculating in energy"  
[X Link](https://x.com/TomKloza/status/1942577047164862819)  2025-07-08T13:30Z 11.1K followers, [----] engagements


"Always enjoy your observations but you are dead wrong about US gasoline demand. You may occasionally see a rogue week above 9.5-million b/d but the 2016-2019 numbers are long gone -- much more efficient fleet"  
[X Link](https://x.com/TomKloza/status/1942578380299444316)  2025-07-08T13:35Z 11.1K followers, [----] engagements


"Would a flip-phone or Blackberry suffice Citgo needs you #OOTT to be a "Sr. Crude Oil Trader" in Houston and one of their top [--] "minimum qualifications" is that the candidate "must carry a phone". https://t.co/uwCluzKc69 Citgo needs you #OOTT to be a "Sr. Crude Oil Trader" in Houston and one of their top [--] "minimum qualifications" is that the candidate "must carry a phone". https://t.co/uwCluzKc69"  
[X Link](https://x.com/TomKloza/status/1942674022459695484)  2025-07-08T19:55Z 11.2K followers, [----] engagements


"Quite the Midsummer build for crude. Trouble still lurks for diesel. API Inventory Moves 07/08 Crude +7.1 million Gasoline [----] million Distillates [-------] Cushing +100000 SPR + [------] #oott #crudeoil API Inventory Moves 07/08 Crude +7.1 million Gasoline [----] million Distillates [-------] Cushing +100000 SPR + [------] #oott #crudeoil"  
[X Link](https://x.com/TomKloza/status/1942688285458899323)  2025-07-08T20:52Z 11.1K followers, [----] engagements


"Keep an eye on gas prices in Arizona ($3.21/gal) and New Mexico ($2.93/gal). Both markets rely on fuel produced by Marathon's [------] b/d El Paso TX refinery. That complex fought through some operational issues Tuesday that may result in downtime"  
[X Link](https://x.com/TomKloza/status/1942932765185364152)  2025-07-09T13:04Z 11.1K followers, [---] engagements


"So NVIDIA has topped $4-trillion this morning. Meanwhile the entire roster of energy companies in the XLE is worth only about $1.58-trillion. ExxonMobil valued at less than $490-billion"  
[X Link](https://x.com/TomKloza/status/1942944941501501777)  2025-07-09T13:52Z 11.2K followers, [----] engagements


"First spring data on refiners came via CHS 3Q2025 earnings (Mar-May). Thanks to a turnaround at KS plant and more expensive RINs energy segment saw pretax loss of $50.1-million. Solid $232.2 million in overall net income. Delta may divulge some numbers on Monroe later this week"  
[X Link](https://x.com/TomKloza/status/1943029738395550031)  2025-07-09T19:29Z 11.1K followers, [---] engagements


"Quite a bit more non-OPEC crude coming from Brazil Norway Canada Kazakhstan and Guyana according to latest JP Morgan analysis. Guyana looks like it will soon top [------] b/d. Demand growth has upside surprises but the boost is mostly in petrochemical feedstocks"  
[X Link](https://x.com/TomKloza/status/1943687671970181512)  2025-07-11T15:03Z 11.1K followers, [----] engagements


"Take a look at the potential profit numbers as Costco looks to roll out its first standalone fueling site. The upside is incredible. https://www.turnermason.com/industry-trade-associations/new-costco-standalone-fueling-sites-could-be-major-gamechanger/ https://www.turnermason.com/industry-trade-associations/new-costco-standalone-fueling-sites-could-be-major-gamechanger/"  
[X Link](https://x.com/TomKloza/status/1943688082772877606)  2025-07-11T15:05Z 11.1K followers, [---] engagements


"Diesel prices and ULSD futures have lost a bit of midsummer luster but trouble still looms. North Atlantic learned that the Irving refinery would be down for maintenance from September [--] into mid-October. There is probably no refinery as critical for ULSD and Gasoil futures"  
[X Link](https://x.com/TomKloza/status/1944798090931667440)  2025-07-14T16:36Z 11.2K followers, [----] engagements


"Citi renders post-OPEC+ analysis with suggestions of just a small trek lower for Brent prices. They see late summer "swoon" but only to about $65/bbl with a $63/bbl target for 4Q. Base case regards August as critical -robust demand might inspire one more restoration in September"  
[X Link](https://x.com/TomKloza/status/1945148284042990022)  2025-07-15T15:47Z 11.2K followers, [---] engagements


"Citi tweaks crude oil price projections. See Brent moving to low $60s by autumn and possibly overshooting into the $50s in 4Q. But bank no longer holds that sub-$60/bbl is sustainable suggesting the drop will be a long-term buying opportunity for consumers China and the SPR"  
[X Link](https://x.com/TomKloza/status/1945474342294258069)  2025-07-16T13:23Z 11.2K followers, [----] engagements


"Definitely a full court press from the regulatory people. My sources tell me that Valero actually had a buyer about one year ago but the deal collapsed with the water treatment fines and issues. California government officials are trying to find a buyer for Valero Energy's Benicia refinery near San Francisco three sources familiar with the matter said an unusual effort as the clock ticks down on the company's planned closure of the facility in April. #OOTT California government officials are trying to find a buyer for Valero Energy's Benicia refinery near San Francisco three sources familiar"  
[X Link](https://x.com/TomKloza/status/1948079975497871422)  2025-07-23T17:57Z 11.2K followers, [----] engagements


"Further to Goldman's diesel easel painting. Bank upgrades [----] NY Harbor ULSD crack to $24/bbl but current futures imply distillate cracks well above $30/bbl (versus WTI) in [----]. My take: No one wants to predict a parabolic move but if there is one it will come for ULSD"  
[X Link](https://x.com/TomKloza/status/1948757869832163589)  2025-07-25T14:50Z 11.2K followers, [---] engagements


"I would maintain that they might be making reasonable returns for Bay Area refining if they stuck with it. $50/bbl plus cracks for legacy CARB diesel would have been quite helpful. P66 continues to lose money on Renewable Diesel https://t.co/RtNfRHG1uF P66 continues to lose money on Renewable Diesel https://t.co/RtNfRHG1uF"  
[X Link](https://x.com/TomKloza/status/1948758896782286949)  2025-07-25T14:55Z 11.2K followers, [----] engagements


"Diesel options no longer appear to be in the province of the lunatic fringe. With January ULSD $2.405/gal you can buy a $2.50/gal call option for 11cts/gal. A $2.75/gal call costs 6cts/gal and a $3/gal call fetches 4cts/gal. Out of the money but not out of reach perhaps"  
[X Link](https://x.com/TomKloza/status/1948788939164143948)  2025-07-25T16:54Z 11.2K followers, [---] engagements


"EIA just confirmed what gasoline marketers have been saying for months. Monthly gasoline demand in May (9.057-million b/d) was up [------] b/d from April but down a whopping [------] b/d from May [----]. Bit of a mystery to that midspring slump"  
[X Link](https://x.com/TomKloza/status/1950987911320498325)  2025-07-31T18:32Z 11.2K followers, [---] engagements


"If CA gas prices go parabolic in [----] they might do so in next [--] days. Region faces 4Q end of output from P66 in LA and maintenance is scheduled for Chevron in El Segundo; PBF-Torrance; and Marathon at Carson CA. Sinclair turnaround at Puget Sound could also impact the state"  
[X Link](https://x.com/TomKloza/status/1964058444115108252)  2025-09-05T20:09Z 11.2K followers, [----] engagements


"The weekend saw yet another Ukrainian drone attack on a large Russian refinery this time in the northwestern Leningrad region. Fire was reported at the plant which boasts over [------] b/d capacity and is among [--] largest in country. Wild card in autumn trading for sure"  
[X Link](https://x.com/TomKloza/status/1967577040196169959)  2025-09-15T13:11Z 11.3K followers, [----] engagements


"Latest oil commentary from Goldman Sachs: Benchmarks tend to bottom two quarters ahead of the inventory peak. Bank hints that the recovery for crude may come in [----]. Still see Brent slipping to the average mid/low $50s in [----] or more than $10/bbl below current numbers"  
[X Link](https://x.com/TomKloza/status/1967580363607486758)  2025-09-15T13:24Z 11.3K followers, [----] engagements


"Goldman Sachs' latest oil tracker counts more than 3-million b/d of new oil production from Norway; the US Gulf of Mexico; Angola Guyana Brazil Saudi Arabia and Uganda. Most of this oil comes to market within the next [--] months"  
[X Link](https://x.com/TomKloza/status/1967953414303957179)  2025-09-16T14:07Z 11.3K followers, [----] engagements


"Reports are now referring to the Ukrainian attack on Saratov Russian refinery as a "BAVOVNA" a word now used to signify strong explosions"  
[X Link](https://x.com/TomKloza/status/1967955133171634354)  2025-09-16T14:14Z 11.3K followers, [---] engagements


"Embedded in CA division of Petroleum Market Oversight warning re Oct/Nov gasoline: "encourage Californians to shop around for less expensive gasoline especially "unbranded" or generic gasoline. DPMO is not aware of public evidence confirming that branded gasoline outperforms"  
[X Link](https://x.com/TomKloza/status/1968686275499524099)  2025-09-18T14:39Z 11.3K followers, [---] engagements


"I'm hoping to see many of the folks at NACS dressed in the mode of the middle guy here . . . Poppy Red Denim is coming back From poppy red denim to subversive floral jacquard here are the highlights from New York Fashion Week. https://t.co/IaJ63OdXZE From poppy red denim to subversive floral jacquard here are the highlights from New York Fashion Week. https://t.co/IaJ63OdXZE"  
[X Link](https://x.com/TomKloza/status/1969071042350977227)  2025-09-19T16:08Z 11.3K followers, [---] engagements


"Last [--] hours have seen coverage of Ukrainian drone strikes on Russia from Washington Post Bloomberg Financial Times and Forbes. Here's what I wrote about it last week: https://www.linkedin.com/pulse/drone-strikes-refineries-likely-blind-spot-global-oil-tom-kloza-owdae/trackingId=xyxyp0%2Bb54jEWP8Yc7emSA%3D%3D https://www.linkedin.com/pulse/drone-strikes-refineries-likely-blind-spot-global-oil-tom-kloza-owdae/trackingId=xyxyp0%2Bb54jEWP8Yc7emSA%3D%3D"  
[X Link](https://x.com/TomKloza/status/1970487722545459619)  2025-09-23T13:57Z 11.3K followers, [---] engagements


"Chilling EIA note on Day [--] of fall. They project distillate inventories (diesel & heating oil) will end both '25 and [----] at multiyear lows. Stock draw in 1H25 was 17% or about 70% beyond normal. Refinery closures cited but no mention of diminished yields with light shale crude"  
[X Link](https://x.com/TomKloza/status/1970845814298984613)  2025-09-24T13:40Z 11.3K followers, [---] engagements


"If Ukrainian drone attacks on Russian refiners ignite a parabolic diesel (gas oil) move the biggest victim would be Brazil -- - they bought over $5-billion of Russian diesel last year. US Gulf Coast refiners stand at the ready to make up for the Russian losses"  
[X Link](https://x.com/TomKloza/status/1972728316877832197)  2025-09-29T18:20Z 11.3K followers, [---] engagements


"Amazing -- Intercontinental Exchange ($ICE) hit record open interest of [----] million last week including 41-million energy futures. Beyond Amazing - - Market cap for ICE is just above $96-billion or well below the $121.5-billion value of Robinhood ($HOOD)"  
[X Link](https://x.com/TomKloza/status/1973018855858651310)  2025-09-30T13:35Z 11.3K followers, [---] engagements


"Drone attacks provoking new measures by Russian Deputy Prime Minister Alexander Novak - -will allow banned MMA additive that boosts octane in motor fuel. Will also look to increase ethanol use in the country. Measures might increase gasoline supply by 1.25-million bbl/mo"  
[X Link](https://x.com/TomKloza/status/1973385439332426142)  2025-10-01T13:52Z 11.3K followers, [--] engagements


"Seeing WTI dip to new multimonth lows this morning in what is clearly a "rally or else" test for crude oil benchmarks. Some weakness in refined product prices may come after EIA data particularly for RBOB and physical gasoline"  
[X Link](https://x.com/TomKloza/status/1973390796373037068)  2025-10-01T14:13Z 11.3K followers, [----] engagements


"I've been devoting plenty of scrutiny to drone strikes on Russian refineries and these events will certainly be an autumn wildcard in oil pricing. However I would describe the myriad of press reports calculating that 37-40% of refining has been shut down as entirely spurious"  
[X Link](https://x.com/TomKloza/status/1973741148108927337)  2025-10-02T13:25Z 11.3K followers, [----] engagements


"Lots of "technical damage" in oil. Formidable WTI support at $61.60 broke down and if $60.10 is violated it could be clear sailing to $56. Top energy technician Walter Zimmerman likens the action to "technical quicksand. A 10-yr average drop in RBOB targets (yikes) $1.44/gal"  
[X Link](https://x.com/TomKloza/status/1973802407449813483)  2025-10-02T17:29Z 11.3K followers, [----] engagements


"Terrible timing stay tuned"  
[X Link](https://x.com/TomKloza/status/1973989809715621991)  2025-10-03T05:53Z 11.3K followers, [---] engagements


"Thursday evening fire at Chevron El Segundo comes at a terrible time for California. However initial reports say the blaze did not hit the CDU or FCC - --most damage believed to be in the isomax (hydrocracking) unit -- presents challenges for supply of jet fuel and diesel"  
[X Link](https://x.com/TomKloza/status/1974101743140286805)  2025-10-03T13:18Z 11.3K followers, [----] engagements


"Citi just pulled forward its targets for Brent crude eyeing a 0-3 month number of $60/bbl for Brent and $57/bbl for WTI. Cite higher OPEC+ exports as summer utility burns wane & resumed Iraqi oil flows to Turkey. Suspect more clear evidence of the "broader oil balance surplus.""  
[X Link](https://x.com/TomKloza/status/1974106489297285563)  2025-10-03T13:37Z 11.3K followers, [----] engagements


"More information surfacing on El Segundo Chevron fire. Likely entire complex will be down for at least a week for inspections. Looks like hydrocracker catcracker and reformer are all down at the moment. Greatest damage is to hydrocracker (isomax unit) and will impact jet fuel"  
[X Link](https://x.com/TomKloza/status/1974190858162614300)  2025-10-03T19:12Z 11.3K followers, 12.1K engagements


"Some [--] days after a spectacular fire hit Chevron's El Segundo CA refinery wholesale gasoline prices are higher but hardly predictable. L.A. numbers are up by 5-10cts/gal; but Bay Area regular & premium have spiked more than 20cts/gal. Pacific NW gas is up about 25cts/gal"  
[X Link](https://x.com/TomKloza/status/1975256804482556099)  2025-10-06T17:48Z 11.3K followers, [----] engagements


"Los Angeles jet fuel is cooling down even though some 40% of supply is temporarily compromised thanks to Chevron El Segundo fire last Friday. Today's price is about $2.40/gal down from about $2.55/gal Friday and Monday"  
[X Link](https://x.com/TomKloza/status/1975575722237567207)  2025-10-07T14:55Z 11.3K followers, [---] engagements


"EIA: 3.7m build in crude is above consensus; gasoline draw of 1.6m bbl and distillate draw of 2-mil bbl also. US gasoline demand 401k on the week but trails '24 by [------] b/d. Dist demand surges by 730k and is 315k above last year. Overall lots of funky statistics"  
[X Link](https://x.com/TomKloza/status/1975934039405011308)  2025-10-08T14:39Z 11.3K followers, [----] engagements


"First US refiner to reveal 3Q earnings is Monroe Energy with results bundled in Delta disclosure. Execs claim Delta got a 5cts benefit from refining reducing jet costs to $2.25/gal (from $2.53/gal last year). More data on the Phila. refining complex may come in a 10-Q filing"  
[X Link](https://x.com/TomKloza/status/1976280159142732188)  2025-10-09T13:34Z 11.3K followers, [---] engagements


"Move over Bucee's. Midwestern retailer Wally's will open a $40-million travel center in Independence MO with [-----] sq. feet of store space [--] gasoline pumps and [--] electric vehicle charging stations. It will be the fourth site for the growing company"  
[X Link](https://x.com/TomKloza/status/1976296173263552594)  2025-10-09T14:38Z 11.3K followers, [---] engagements


"@InfinitusCap Congratulations on your Blue Jays. But a warning - - tell Vlad he needs to cut back on his gloating. He'll be getting some chin music from Yankee pitchers next year"  
[X Link](https://x.com/TomKloza/status/1976314083185131620)  2025-10-09T15:49Z 11.3K followers, [--] engagements


"This week's slow motion slide for crude (WTI now $60/bbl) & RBOB makes room for some $1.99/gal pump prices in portions of the country. The [----] retail low of $3.06/gal (1st week of January) will be bettered in the next week. Plenty of oil price deflation or disinflation on tap"  
[X Link](https://x.com/TomKloza/status/1976640405287670004)  2025-10-10T13:26Z 11.3K followers, [---] engagements


"Congratulations to Maria Corina Machado but some advice . . . . wise to avoid Venezuelan boat rides for a while given what might be sore loser syndrome with President Trump and Sneaky Pete Hegseth. 🔊 'But the campaign that US President Trump has conducted is beyond any lobbying campaign that we've seen in recent years.' On the Reuters World News podcast today @gfouche talks about how the [----] Nobel Peace Prize has been overshadowed by Trump https://t.co/YHwrSGVZgH https://t.co/yKu7GZDfNy 🔊 'But the campaign that US President Trump has conducted is beyond any lobbying campaign that we've"  
[X Link](https://x.com/TomKloza/status/1976663075358126434)  2025-10-10T14:56Z 11.3K followers, [---] engagements


"Put another way the average date for the peak of US refinery maintenance season in the autumn is October [--]. Covers 2019-2024 and avoids Pandemic numbers. Refinery turnaround season is either tardy or light by recent standards. 5-year average summer-to-fall low tide suggests 1.4-million b/d of downtime. 5-year average fall bottom is 15.678-mil b/d. Runs last week 16.777-mil b/d. Except for [----] troughs occurred in October. Refinery turnaround season is either tardy or light by recent standards. 5-year average summer-to-fall low tide suggests 1.4-million b/d of downtime. 5-year average fall"  
[X Link](https://x.com/TomKloza/status/1978169083645272379)  2025-10-14T18:40Z 11.3K followers, [----] engagements


"Back in spring [----] daily gasoline costs for U.S. motorists peaked just shy of $2-billion. Today that per diem cost is $1.1-billion. This number is destined to drop below $1-billion in Q4 and into Q1 [----]. Lots more disposable income that offsets grocery and housing costs"  
[X Link](https://x.com/TomKloza/status/1978799050108657748)  2025-10-16T12:23Z 11.3K followers, [---] engagements


"EIA report shows more than 1-million barrels of foreign jet fuel arriving on the West Coast last week. More than enough to make up for the temporary loss of Chevron output at El Segundo"  
[X Link](https://x.com/TomKloza/status/1978925685558190301)  2025-10-16T20:47Z 11.3K followers, [---] engagements


"If you are monitoring [----] 4Q refining maintenance consider last week the high tide mark. Total input of crude and feedstock dropped 1.209-million b/d and fell [------] b/d behind last year. Most of the work is taking place at the US Gulf Coast"  
[X Link](https://x.com/TomKloza/status/1978926353652101470)  2025-10-16T20:49Z 11.3K followers, [----] engagements


"@AmyJaffeenergy What then should we use this antiquated bank for Taxpayers paid for the oil"  
[X Link](https://x.com/TomKloza/status/623476340164067328)  2015-07-21T12:55Z 11.2K followers, [--] engagements

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