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Refinery Pessimism Is Misplaced
That upgrade was based on the dramatic divergence between improving fundamentals and a zealously pessimistic sell-side. While the index has moved sideways since we made the change, our thesis has been reinforced by industry dynamics. Domestic gasoline…
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BCAリサーチ | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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