Alon USA Partners, LP (ALDW)

[catdaddyrt]

Alon is out of our favorite product for paving 64-22
They are telling me they are out of the blending agents, not oil. This is a first as far as I know other than break downs.I think most of these agents come on rail car so no reason they should not be on time. My thinking is they mis-figured the demand as crazy as that sounds.My company is pulling 20 loads or 140k gallons per day.Just some on the ground info nothing more. We know the entire asphalt sales is only 10-12% of the companies revenue but we may be seeing some record sales this summer.I have 130 trucks hauling paving product and limestone aggregates on a daily basis - it's crazy around here.Once Trump stops the war on energy in our Country all of our will stocks will go BOOM! imo