Fundamentalist

Sep 30, 2026 · bearish

(https://www.cnbc.com/2026/09/30/iran-war-strait-hormuz-gulf-oil-fuel.html), and the tanker trade is ripping. But here's what the headline misses: refiner profitability is far more fragile than volume recovery suggests. VLO's net margin on annual revenue masks a sharp earnings deceleration: Q1 EPS of collapsed to $4.22 in Q2, then stabilized around $3.5–$3.7 in subsequent quarters.

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