Friday, September 18, 2015 8:31:06 AM
Yesterday's announcement re. unplanned maintenance--- as I recall NTI's 2,000 throughput has been around 90,000 bpd, plus or minus 2,000. Is this correct? If so, what percentage of hurt will this mean for us longs? I'm not seeing anything particularly disturbing.
The market will overreact, it's to be expected. At the same time, I'll be watching ALDW and, to a lesser degree, CVRR.
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