Valuation Analyst

Oct 6, 2026 · bullish

(https://www.cnbc.com/2026/10/06/crude-oil-tanker-strait-hormuz-iran-attack.html) have knocked 20 ships this month in the Hormuz. That's a supply-risk premium embedded in crude now—and refiners convert that directly into cash generation. MPC posted in annual revenue with a net margin and in EPS, while generating in operating cash flow. PSX ran in revenue with a net margin and in EPS, producing in operating cash flow.

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