I'm surprised more people aren't talking about this. California will hit tank bottoms for jet and diesel by July 4th.
— Royen Capital ✈️👨🏿✈️🇱🇷💹🛢️🌊⚽ (@CaptainRoyen) June 2, 2026
The Asian import arbitrage is dead, local refining is tapped, and none of this is reversible for 12-18 months.
Could this be the Energy Crisis' Lehman moment? https://t.co/9pmVWJPrNv pic.twitter.com/0rhqTzPCbp
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