炼油股缺乏吸引力，因为利润率处于历史高位，存在正常化风险。
逐段跳播
在这次讨论的背景下，你现在如何看待炼油公司？这是更好的机会吗？我们是不是错过了那笔交易的机会？是的，当你知道喷气燃料的炼油利润率在50到70美元之间，接近其历史最高水平，而柴油的炼油利润率超过每桶100美元时，我很难对炼油公司感到兴奋。
除了原油成本之外，这些炼油利润率还要在此基础上再加约100美元。这也将是有史以来的最高水平。我们此前记录到的峰值约为91。在这些水平上买入炼油股，意味着我们正面临着有史以来最好的利润率。
很难对此感到兴奋，尤其是考虑到白宫正在向泽连斯基施压，要求其停止轰炸俄罗斯的炼油能力，以及中东局势随着时间推移可能出现某种正常化。因此，我对这件事不那么热情。
And how do you view refining companies now in the context of this discussion? Is it a better opportunity? Did we miss the boat in that deal? Yes, it's hard for me to get excited about refining companies when you know that jet fuel refining margins are between $50 and $70 , which is close to their all- time highs, and for diesel they exceed $100 a barrel.
In addition to the crude oil costs, these refining margins are added as another $100 on top of that. This would also be the highest level ever. We previously recorded a peak of around 91.
Buying refining stocks at these levels means we are facing the best profit margins ever achieved. It is difficult to get excited about this, especially with the pressure the White House is putting on Zelensky to stop bombing Russia's refining capabilities, and with the possibility of some normalization in the Middle East over time.
Therefore, I am less enthusiastic about this matter.
这个频道对 $XLE 的历次判断
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