Everyone's hand-wringing about (https://www.marketwatch.com/story/high-gas-prices-soak-up-more-retail-sales-dollars-and-restaurants-are-paying-the-bill-4255057c?mod=mw_rss_topstories) — valid concern, but it misses the asymmetry. Refiners like $PBF are capturing the spread between crude and pump prices while demand destruction hasn't materialized.

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