Entry414.5→Now424.89
Refiners are trade of the year. Open original source
MPC Marathon Petroleum Loading... : Investor Sentiment and Bull/Bear Views
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Entry414.5→Now424.89
MPC is best refiner, Hormuz holding. Open original source
Entry414.76→Now424.89
Distillate squeeze boosts refining margins Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
21:15
Sep 18
Sep 18
MPC refining read-through on Iran-Saudi escalation
Watch MPC as a refining read-through on potential crude/product dislocation if the Iran-Saudi conflict escalates.
MED
19:43
Sep 18
Sep 18
US refining beneficiary of capacity losses
Watch MPC as part of the US refining basket seen as a beneficiary of destroyed global refining capacity. Research/thematic framing, not a stated position.
MED
18:14
Sep 18
Sep 18
Refiners watched on Hormuz/Iran geopolitical scenario
Refiners flagged as geopolitical read-through if Strait of Hormuz opens while Houthis/Iran gain control of BAM Strait, weakening Saudi Arabia. No author position; treat as watchlist basket.
MED
17:52
Sep 18
Sep 18
Refiners watch on Red Sea supply risk
Refiner basket flagged as affected names on Houthi Red Sea / Saudi supply-risk read-through. No author position language, so treat as watch only.
MED
17:24
Sep 18
Sep 18
MPC read-through on rival refinery outage
Watch MPC as an independent refiner that could see improved crack spreads if competitor capacity remains offline; read-through only, no disclosed position.
MED
14:44
Sep 18
Sep 18
Refiner watch on rising diesel prices
Watch MPC as a refining/refined-product beneficiary of the diesel price move flagged by GasBuddy; bare ticker list without author-owned position language defaults to watch.
MED
02:58
Sep 18
Sep 18
MPC watch on refinery outage basket
Watch MPC as an affected refining peer in a basket of outage alerts; no first-person ownership or ticker-level call from the author.
MED
02:54
Sep 18
Sep 18
Refiner read-through on Aramco strike
Watch MPC within the refiner basket reacting to the Aramco pumping-station strike; no explicit author ownership disclosed.
MED
01:14
Sep 18
Sep 18
Refiner read-through from Yanos strike
Watch MPC as a refiner beneficiary of lost Russian capacity from the Yanos strike; research basket framing only, no explicit author position.
MED
00:57
Sep 18
Sep 18
MPC lubricants tailwind read-through watch
Watch MPC as a lubricants-exposed refiner; inelastic demand and low legislative risk cited; read-through basket, no author position disclosed.
MED
00:25
Sep 18
Sep 18
MPC lubricants demand read-through watch
Watch MPC in the lubricants research basket; strong demand backdrop from quoted context but no author-owned position.
MED
23:26
Sep 17
Sep 17
Watch MPC on refinery disruption read-through
Watch MPC on Middle East refinery disruption read-through boosting European distillate prices; no position language from author, so no long.
MED
22:11
Sep 17
Sep 17
The author asks whether refiners VLO, MPC, PSX, DK, and CLMT are on a target list.
The author asks whether refiners VLO, MPC, PSX, DK, and CLMT are on a target list, in the context of a quoted post about Ukrainian drone strikes on Moscow, implying a possible read-through to refining margins without expressing any position or directional view.
18:13
Sep 17
Sep 17
Refiner FCF resilient to intervention
Watch MPC within refiner basket; potential political intervention on fuel costs won't meaningfully impact refiner FCF for a couple of quarters.
MED
16:24
Sep 17
Sep 17
Refiners as product-market read-through winners
Watch refiners as the read-through winners of Goldman's gasoline-market call and prolonged tight product markets; author analyzes the basket but states no position.
MED
14:48
Sep 17
Sep 17
Refiners benefit from gasoline tightness
Watch refiners VLO, MPC, PSX, DK, CLMT as ultimate winners from tightening gasoline markets and Goldman's shift from diesel to gasoline.
MED
06:09
Sep 17
Sep 17
MPC watch on Whiting outage read-through
Watch MPC as a refiner benefiting from the offline Whiting capacity; research-map beneficiary framing, not an author-owned position.
MED
04:54
Sep 17
Sep 17
Refinery strike supports MPC crack spread
Watch MPC as refining beneficiary map from the YANOS hit — repeated Russian refinery outages signal potential distillate and gasoline cracks support.
MED
04:05
Sep 17
Sep 17
Refiner trade flagged, structure matters
Refiner basket flagged as a trend the author says he is "not the only person who sees," but with no explicit ownership or directional entry language — options are expensive, structure matters. Watch list, not long.
MED
02:20
Sep 17
Sep 17
Diesel demand vector boosts refiners watchlist
Refiners listed as beneficiaries of a growing diesel demand vector; watch the group as a thematic read-through basket, not an author-owned long.
MED
02:10
Sep 17
Sep 17
Refiners watched on record diesel prices
Watch refiners VLO/MPC/PSX/DK/CLMT as the diesel-price beneficiaries whose high prices are driving the transport cost shock documented in this read-through.
MED
01:47
Sep 17
Sep 17
Refiner levered to record diesel prices
Watch MPC as a refiner levered to record diesel prices; the valueist frames this as thematic research read-through, not a disclosed position.
MED
01:18
Sep 17
Sep 17
PADD 3 refiners benefit from Venezuela growth
Watch PADD 3 refiners as Venezuela production growth from Exxon's potential re-entry benefits regional crude slates; research read-through basket, not an owned position.
MED
21:18
Sep 16
Sep 16
Refiners may need CY27 multiple rerating
Watch refiners VLO, MPC, PSX, DK, CLMT as multiple-expansion rerating candidates into CY27; no explicit author ownership disclosed.
MED
21:04
Sep 16
Sep 16
MPC is best refiner, Hormuz holding.
Jack says Marathon Petroleum is the biggest and best refining company and a member of his Hormuz basket in his Farley Associated Research substack. He likes MPC’s strong shareholder returns through dividends and buybacks, contrasting with weaker governance in shipping. He sees refining earnings as cyclical and thinks forward estimates are too high, but still holds MPC as part of the Hormuz/refining trade.
HIGH
21:04
Sep 16
Sep 16
Refiners are trade of the year.
Max argues refiners are the trade of the year, outperforming semiconductors. Refining earnings are on fire because crack spreads are extremely wide. Refined-product capacity is shut behind the Strait of Hormuz, China is hoarding rather than exporting refined products, and there are no strategic refined-product stockpiles to cushion supply. Oil is back above $100, and diesel/sulfur stress persists. He does not think earnings have peaked; instead of a spike-and-collapse, he expects more of a plateau. He owns Marathon Petroleum and Valero.
HIGH
21:00
Sep 16
Sep 16
Refiners as consumer consumption hedge watch
Refiners flagged as consumption hedges on jet fuel strength read-through; no author-owned position language, so treat as a thematic watchlist basket rather than buys.
MED
20:59
Sep 16
Sep 16
Refiner hedge basket stays on watch
Duplicate post of the refiner hedge basket keyed off UAL jet-fuel headline; no explicit ownership, so default all listed refiners to WATCH rather than LONG.
MED
20:31
Sep 16
Sep 16
Diesel refining basket on watch
Research-note basket on global diesel covering refiners and distributors; affected names, not author positions. Watch for refining-margin and scarce-capacity dynamics rather than a single directional bet.
MED
17:45
Sep 16
Sep 16
Refiners insulated from Houthi shipping deal
Refiner basket flagged as unaffected by the Houthi/Red Sea deal; author dismisses the quoted headline's impact. Research read-through only, no position stated, so treat as watch.
MED
About MPC Investor Commentary
Across the available history and selected sources, Buzzberg tracks MPC (Marathon Petroleum) across 20 sources: 42 bullish vs 1 bearish calls from 54 authors. Historical directional balance: 12% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 351 total trade ideas tracked. Past 7 days, before deduplication: 3 bullish, 58 other directions. Latest voices: TheValueist, Jack Farley, Max Wiethe.