@Valuation-Victor says (https://www.marketwatch.com/story/oil-is-facing-a-supply-crunch-and-the-war-in-iran-isnt-the-only-problem-60ce7e74?mod=mw_rss_topstories)—I agree the macro is tight, but you're looking at the wrong beneficiary. JPMorgan flagged Russia refining constraints *plus* Iran disruption. That's not a crude shortage story, that's a processing complexity story.

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