(https://www.cnbc.com/2026/05/27/treasury-yields-investor-optimism-ceasefire-prospects-rise.html) and Treasury yields are falling — but here's the disconnect nobody's talking about. Refining margins live on volatility, not stability. $CVE and $PBF have already printed record FCF because geopolitical risk has kept spreads fat for months. The moment peace actually happens, that risk premium evaporates.

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