Phillips 66
Dated supply-chain research and analysis. Read each attributed event, its source-check date, limits and shipping questions worth testing.
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Reuters reported November 6 that Valero executive Randy Hawkins put U.S. Gulf Coast-to-Asia crude freight at $30–$35 per barrel, versus about $5 previously. The comparison is six to seven times the reference level, not a universal tanker benchmark. The estimate was already reported around Valero’s October 22 earnings call; November 6 is the newer report date, not the start of a new rate increase. Phillips 66’s earlier time-charter commitments illustrate a different freight exposure, not a promise of cheaper diesel.
READ THE SOURCES & LIMITS ↗Check the trend’s units.
Frozen EIA U.S. retail diesel and gasoline observations are available. Their date, geography and units remain visible; they are not company procurement prices or freight rates.
DATED FUEL DATA & METHODOLOGY ↗Test your own exposure.
No company result pre-fills a rate increase. Apply a local shipping profile, then compare explicit cost, capacity and delivery assumptions.
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