Replies to post #106455 on Mohacsy's Safe Portfolio Member Forum

[Elroy Jetson]

Refineries which can't be tweeked by chemical engineers to produce a different product mix will suffer.

During the pandemic the world wanted diesel with far less gasoline and jet fuel.

Chevron's refineries are very good at tweeking. Rip it apart, mix it with steam and natural gas, add catalysts and acid reformer units and this becomes that.