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tbattaglia

07/14/22 10:13 AM

#56815 RE: SooS416 #56812

They may not be building new capacity but they are running their current capacity at higher levels than we have since for the past 5 years. US refining capacity during covid dropped all the way down to 70% right now its hovering around 95%. This should provide a boost for COs like MVNT who provide "wear and tear" parts