"so, you think refiners are immune to high prices? why do you think prices are higher? it's because what's being produced is in such high demand by refiners. they pay more. we pay more. do you think this business is somehow immune to the forces that affect every other?"
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Factor in that the US has not built ANY SIGNIFICANT NEW REFINERIES IN OVER A DECADE...artificial demand versus supply..maybe???
Artificial demand? I think I'm misunderstanding you.
If what you're alluding to is the fact that demand is increasing faster than supply, I agree. Sometimes it really is that simple.