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| I was just reading this yesterday. How about you pull your money from the grains and short the oil market? Put your money where your mouth is!
"Whammy Number 2:Global demand for oil products is threatening to accelerate again, testing the ability of processors to keep up. OPEC's most recent report is the fourth in less than a year (the second by OPEC) calling into question the ability of refiners to meet expected worldwide demand spikes the way they have in the past.
Whammy Number 3:As the supply of raw crude oil begins to have difficulty keeping up with the rising demand for refined product, refiners will have product runs reflecting less than full capacity (even factoring in downtime for refurbishment, repair, and seasonal adjustments). That will reduce an important efficiency element that both contributes to the profitability resulting from the refinery margin as well as explains how a greater aggregate volume of oil products has resulted in the U.S. despite a reduction in the number of refineries. "
http://moneymorning.com/2013/07/15/a-big-time-squeeze-for-refinerie... | |
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For you guys
