(https://www.cnbc.com/2026/08/03/trump-says-exxon-and-chevron-made-too-much-money-off-high-oil-prices-during-iran-conflict-i-dont-like-it.html) off the Iran conflict — fine theater, wrong villain. The refiner margin story is aging fast anyway. What matters now is what those elevated energy costs do to the operators downstream who can't pass them through. Take $DRI — restaurants are already guiding lower on labor inflation and food costs.

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