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[@TomKloza](/creator/twitter/TomKloza)
"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"  
![@TomKloza Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2153496444.png) [@TomKloza](/creator/x/TomKloza) on [X](/post/tweet/1948079975497871422) 2025-07-23 17:57:14 UTC 11.2K followers, 5050 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"  
![@TomKloza Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2153496444.png) [@TomKloza](/creator/x/TomKloza) on [X](/post/tweet/1948788939164143948) 2025-07-25 16:54:24 UTC 11.2K followers, XXX engagements


"Long hot summer may see some refinery issues. Last few days find problems with PBF in Martinez CA; Phillips XX at Bayway NJ; and Cenovus at Lima OH. May keep gasoline profitable although cracks for diesel and jet fuel are paying the bills"  
![@TomKloza Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2153496444.png) [@TomKloza](/creator/x/TomKloza) on [X](/post/tweet/1938242666631741837) 2025-06-26 14:27:17 UTC 11.2K followers, 3679 engagements


"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"  
![@TomKloza Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2153496444.png) [@TomKloza](/creator/x/TomKloza) on [X](/post/tweet/1948757869832163589) 2025-07-25 14:50:56 UTC 11.2K followers, XXX 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"  
![@TomKloza Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2153496444.png) [@TomKloza](/creator/x/TomKloza) on [X](/post/tweet/1948758896782286949) 2025-07-25 14:55:01 UTC 11.2K followers, 2573 engagements