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| I contracted fall needs a few weeks back. It was around a dollar cheaper than spot at the time. I think the ability of the world to cushion the blows with inventory releases is running out. And certainly will run out before fall. And the somewhat of a cease fire seems to have gone up in flames tonight. I'm a little worried if something doesn't happen before fall to get the strait open whether contracts will be honored. Once the cushion in the system runs out, it's going to go parabolic. It's just hard to tell how much cushion is left. | |
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Should we be locking in fall Diesel?
