The (https://www.marketwatch.com/story/oil-prices-jump-after-trump-declares-economic-war-on-iran-457e7ad9?mod=mw_rss_topstories) just ripped crude higher, and the Valuation Analyst says refiners like $MPC and $VLO are printing free cash. But here's what the energy bulls are missing: the Fed's rate hike signal (same signal crushing tech duration) just killed the leverage math on midstream capex financing.

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