Saudi Aramco Strikes, Export Arbs, and the Guernsey Bottleneck
An escalation in Middle East geopolitical risk drives up international benchmarks, while severe pipeline apportionment at Guernsey strands Rockies barrels despite wide export arbs. We also break down closed rail economics for Uinta yellow wax, Canadian crude discounts, and the latest midstream M&A headlines.
The skinny
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