MPC Trade Ideas

Recent trade ideas mentioning MPC

• War and export bans squeeze fuel supply — go long US oil refiners

  LONG · 2026-07-09

  Military strikes on Iran are threatening a massive amount of the world's oil supply, just as Russia unexpectedly banned its own fuel exports. This one-two punch is causing diesel prices to see their biggest jumps in years, meaning companies that turn crude oil into fuel are about to see a massive surge in profits.

• Iran spooked the oil market, but the real story is a hidden supply glut — long independent refiners

  LONG · 2026-06-30

  Oil prices jumped after a tanker was attacked in the Middle East, and Iran is now talking about controlling a key shipping lane. But underneath that fear, there's actually so much extra oil flowing that Asian refineries are shipping it all the way to California because they can't store it.

• Oil prices whipsaw on war fears but supply is flooding the market — long oil refiners on cheap crude

  LONG · 2026-06-30

  Oil prices spiked on Middle East tensions, but supply is now flooding the market so fast that Asian refiners are shipping excess crude all the way to California. This supply glut is a major margin booster for companies that refine and sell petroleum products, not the drillers.