Possible scenario
Refinery Premiums Normalize
−0.1%
The most likely path is that the recent gasoline-price surge proves partly regional and operational, driven by refinery outages and Great Lakes supply tightness. Repairs, imports, and seasonal demand weakness gradually reduce premiums, though the national average remains politically uncomfortable.
What it moves
- Consumer Cyclicals+0.1%
- Consumer Services+0.1%
- Market volatility
- Oil prices
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.