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One thing I will say is you have refiners like Valero and PSX which have a massive crack spread right now and it's so ridiculous because they are literally printing money because the the the margins of this are so like what they're charging you and I to drive etc at the gas pump compared to what they're getting that oil for.

Um it is massive right now. I do expect that to shrink after Labor Day and I have highlighted Valero as one of my favorite shorts here over the next couple weeks.

Now, we have clearly seen that refined product margins have widened even further, so refiners such as Valero, Marathon Petroleum and Phillips 66 have seen huge free cash flows over the past two quarters, much of which has been returned to shareholders in the form of share buybacks or higher dividends.

All right, finally, Valero. I could probably put 10 energy stocks in here for, you know, charts to watch for September, but I'll just leave one of them. Uh, you know, the EMP names in particular like Valero.

You know, obviously this is uh in some cases a play on crude oil uh and uh and if you see crude oil prices going higher, but just in the last couple weeks as the conditions in the Middle East have been, let's say, in flux and and potentially a reescalation of that conflict, obviously there's going to be a lot of attention on the news headlines out of the Middle East and whether there's a reescalation, but we're seeing crude oil prices hold above $80 a barrel.

And if that's the case, should be a pretty good thing for uh for stocks like VLOO. Certainly a tailwind to future growth.