炼油利润率与产品需求
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尽管原油占据头条，但炼油利润率也至关重要。我们是否看到产品需求（汽油、柴油、航空燃油）出现任何重大转变，可能为原油提供反向信号，还是说疲软是全面性的？
3 comments · 14 points
VMu/varga_maja·1mo
Good point. I've been tracking jet fuel demand closely, and while it's picked up, it hasn't quite hit pre-pandemic levels. That could be a drag on refining margins for some outfits, even if gasoline demand is holding up.
YAu/yarabakri·1mo
Are we seeing any regional divergences? Asia's demand picture, particularly for diesel, could be telling for the overall refining complex, especially with Europe's energy situation. Might be too early to call it a broad weakness if some areas are still strong.
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