Calls
2
Harris Kupperman
Founder, Kupperman Group
Win Rate
100.0%
Return
+5.1%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 06
$249.26
+1.9%
Refiners are benefiting from a structural supply-demand imbalance. New refinery construction has stalled, existing capacity is running at high utilization, and crack spreads have surged. The market underestimates how tight the market is beyond geopolitical noise. Large PADD 3 refiners like Marathon and Valero trade at a fraction of replacement cost and are using elevated cash flows for buybacks, which will drive shareholder returns. This is a multi-year opportunity until new capacity is announced.
Energy
Long
May 06
$239.75
+8.2%
Refiners are benefiting from a structural supply-demand imbalance. New refinery construction has stalled, existing capacity is running at high utilization, and crack spreads have surged. The market underestimates how tight the market is beyond geopolitical noise. Large PADD 3 refiners like Marathon and Valero trade at a fraction of replacement cost and are using elevated cash flows for buybacks, which will drive shareholder returns. This is a multi-year opportunity until new capacity is announced.
Energy
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Harris Kupperman has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: VLO, MPC.
