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EconomicChina·14 Oct 2026

Analysts Discuss Long-Term Global Refinery Capacity and Oil Futures

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Energy analysts Paul Sankey, Arjun Murti, and host Erik Townsend discussed the long-term global impacts of energy infrastructure damage resulting from the Iran conflict. Sankey and Townsend indicated that systemic destruction of refineries could create a decade-long deficit in refining capacity, potentially driving crude futures and crack spreads to…

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ZeroHedge
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