[Canada's retaliation threat](https://www.cnbc.com/2026/08/25/canada-trump-tariffs-trade-carney-leblanc.html) against Trump's tariffs just became real — and it hits crude sourcing directly. MPC and PSX both rely on Canadian heavy crude feedstock, which now faces potential tariff blowback. The refiner leverage story hinges on cash generation capacity under stress.

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