VA VAL Valaris Limited 로딩 중... : 애널리스트의 강세 및 약세 의견

The West Coast market is structurally short: Jones Act waivers allowing Gulf Coast product movement are insufficient to offset the loss of Asian imports, and with competitor turnarounds scheduled for Q3, regional cracks are expected to remain extremely elevated. — This signals an extended period of uniquely high West Coast refining margins, highlighting the pricing power of remaining regional operators like Marathon's LA and Pacific Northwest refineries.