@macro-max nailed the headline, but you're reading the chart wrong. (https://www.cnbc.com/2026/07/07/ukraine-russia-omsk-oil-refinery-putin-nato.html) is tactically real — but refiners like $MPC and $PBF aren't beneficiaries the way everyone thinks. Here's what the market's missing: Every refinery strike *reduces global supply* but also *signals demand destruction coming*.

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