Crackspread is about to roll over

2021년 6월 16일

As seen in the past, the crack spread is about to roll over for the summer months until the fall shutdowns start again. How this plays out in the equities like HFC is yet to be seen.

2021년 7월 30일

거래청산: 타겟 닿음

The roll over completed and here we go to the upside.

2022년 6월 3일

노트

The target was hit in December 2021, and now we have a huge refinery capacity issue. the current crack price seems ridiculous, and could be the top, but who knows.