Alon USA Partners, LP (ALDW)

[jugs]

Just in from Reuters news agency---16% of US refining capacity is now officially shut down. This is based on refineries in the area of Texas known as "Beaumont." It's less than two hours via interstate from Houston city limits.

This is a bit of what I've been expecting and wanted to share with you guys--- ALDW will likely drift higher as limited refinery resources become accepted by those in position to influence the gasoline market. Our primary goal here at this board is that of enabling investors to more effectively manage their cash commitment centered around specific stocks. ALDW is key to this particular board's focus.

We saw ALDW drop out of the chute early this morning, presumably due to profit taking following yesterday's strong rise of 62 cents/unit. Within an hour or so, units erased the 22 cent correction and moved into positive territory. At this moment---the time right now is almost 11:30am Central time (Texas) and our units are at $11.17, five cents above for the day----so far. I'd have a hard time believing we won't close higher than that because of refinery utilization pressures increasing.

People employed by the refineries will be challenged to get to work. Where will they be staying as their neighborhoods are rebuilt? How will the refineries reestablish their ability to function even minimally?

We are incredibly fortunate here to be holding onto a comet's tail. However, steer your ship carefully as I may be reading things incorrectly. We shall see soon enough, for sure.

Good fortune, all!