~3 million bpd of distillate supply is stranded at the Strait of Hormuz, cementing the U.S. as the "marginal barrel" provider. This shift is pushing the HO/WTI crack spread to new highs. Could the next price dip be an opportunity to scale into position? Read the full report from PVM to find out. ➡️ https://t.co/B8v1KHJMGD

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