SU SU Suncor Energy, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

Marathon's access to advantaged heavy crude barrels is improving: they doubled Venezuelan crude runs QoQ, ran record Canadian heavy crude on the Gulf Coast, and expect WCS differentials to widen positively into Q4, while also potentially purchasing up to 38 million more SPR barrels. — This indicates a feedstock cost advantage for complex refiners capable of processing heavy sour crude, pressuring Canadian heavy differentials but also creating potential headwinds for midstream producers relying on those price benchmarks.