XO XOM Exxon Mobil Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Global refined product capacity is heavily disrupted (9 million bpd total, 4 million above normal), with Russian refining outages (~2.8 million bpd, ~one-third of capacity) and slow Middle East restarts leading to product inventory draws well below seasonal norms. — This structural supply gap signals sustained high refining margins and potential for continued product price inflation across the sector.