Possible scenario
California Diesel Squeeze
40% Chance
Wholesale diesel records in Los Angeles and San Francisco persist as refinery capacity remains thin after the Phillips 66 closure decision and the recent Chevron outage. Retail diesel and logistics surcharges rise, but the impact remains concentrated in California and nearby western markets.
Initial impacts
- Oil prices Up
Secondary impacts
- Energy +1.6%
- Industrials -0.7%
- Consumer Cyclicals -0.5%
- Consumer Non-Cyclicals -0.2%
Tickers
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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