Oscar Munoz
Former United Airlines CEO
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 17
$27.96
-0.5%
Demand for air travel on the high end is continuing strong for tourists, vacations, and summer travel, which supports airline revenues and potentially stock prices.
Other
Long
Mar 16
$228.86
+18.7%
"The crude oil is one thing. The refining spread or crack spread is what's really gotten out of control." Crack spreads represent the profit margin refiners make by converting crude oil into refined products like jet fuel. If crack spreads are "out of control" and jet fuel prices have doubled to over $4.00 a gallon, independent refiners are capturing massive windfall profits at the expense of end-users like the airlines. LONG. Refiners are the direct financial beneficiaries of the widening crack spreads and elevated jet fuel prices highlighted by the speaker. A sudden drop in global travel demand due to high ticket prices or a resolution to geopolitical conflicts could cause crack spreads to rapidly collapse.
"The crude oil is one thing. The refining spread or crack spread is what's really gotten out of control." Crack spreads represent the profit margin refiners make by converting crude oil into refined products like jet fuel. If crack spreads are "out of control" and jet fuel prices have doubled to over $4.00 a gallon, independent refiners are capturing massive windfall profits at the expense of end-users like the airlines. LONG. Refiners are the direct financial beneficiaries of the widening crack spreads and elevated jet fuel prices highlighted by the speaker. A sudden drop in global travel demand due to high ticket prices or a resolution to geopolitical conflicts could cause crack spreads to rapidly collapse.
Energy
Long
Mar 16
$173.31
+8.0%
"The crude oil is one thing. The refining spread or crack spread is what's really gotten out of control." Crack spreads represent the profit margin refiners make by converting crude oil into refined products like jet fuel. If crack spreads are "out of control" and jet fuel prices have doubled to over $4.00 a gallon, independent refiners are capturing massive windfall profits at the expense of end-users like the airlines. LONG. Refiners are the direct financial beneficiaries of the widening crack spreads and elevated jet fuel prices highlighted by the speaker. A sudden drop in global travel demand due to high ticket prices or a resolution to geopolitical conflicts could cause crack spreads to rapidly collapse.
"The crude oil is one thing. The refining spread or crack spread is what's really gotten out of control." Crack spreads represent the profit margin refiners make by converting crude oil into refined products like jet fuel. If crack spreads are "out of control" and jet fuel prices have doubled to over $4.00 a gallon, independent refiners are capturing massive windfall profits at the expense of end-users like the airlines. LONG. Refiners are the direct financial beneficiaries of the widening crack spreads and elevated jet fuel prices highlighted by the speaker. A sudden drop in global travel demand due to high ticket prices or a resolution to geopolitical conflicts could cause crack spreads to rapidly collapse.
Energy
Long
Mar 16
$233.00
+13.7%
"The crude oil is one thing. The refining spread or crack spread is what's really gotten out of control." Crack spreads represent the profit margin refiners make by converting crude oil into refined products like jet fuel. If crack spreads are "out of control" and jet fuel prices have doubled to over $4.00 a gallon, independent refiners are capturing massive windfall profits at the expense of end-users like the airlines. LONG. Refiners are the direct financial beneficiaries of the widening crack spreads and elevated jet fuel prices highlighted by the speaker. A sudden drop in global travel demand due to high ticket prices or a resolution to geopolitical conflicts could cause crack spreads to rapidly collapse.
"The crude oil is one thing. The refining spread or crack spread is what's really gotten out of control." Crack spreads represent the profit margin refiners make by converting crude oil into refined products like jet fuel. If crack spreads are "out of control" and jet fuel prices have doubled to over $4.00 a gallon, independent refiners are capturing massive windfall profits at the expense of end-users like the airlines. LONG. Refiners are the direct financial beneficiaries of the widening crack spreads and elevated jet fuel prices highlighted by the speaker. A sudden drop in global travel demand due to high ticket prices or a resolution to geopolitical conflicts could cause crack spreads to rapidly collapse.
Energy
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