Crude Oil Feedstock →supply up
Gasoline and diesel
Crude oil feedstock is a critical, full-strength input to gasoline and diesel, so more Venezuelan crude should raise their availability.
97% confidence
Crude Oil Feedstock →supply up
Home heating oil
Home heating oil also depends fully on crude feedstock, so increased crude supply should translate into more output availability.
96% confidence
Oxidized Asphalt / Bitumen →supply up
Roofing materials
Bitumen is a critical roofing input, so more bitumen availability should directly raise roofing-material supply.
93% confidence
Crude Oil Feedstock →Stands to benefit
Irving Oil
Irving Oil's crude feedstock is relatively hard to replace, with low substitutability and a six-month replacement lead time, so easier access should benefit it.
83% confidence
Crude Oil Feedstock →Stands to benefit
PBF EnergyPBF
PBF Energy should benefit from more crude feedstock because the added supply eases refinery input constraints.
82% confidence
Oxidized Asphalt / Bitumen →Stands to benefit
Calumet Inc.
Calumet relies heavily on this input, so improved bitumen availability should ease feedstock constraints and support output.
81% confidence
Crude Oil Feedstock →supply up
United States
With the U.S. carrying the largest share on this edge, a deal that increases Venezuelan crude exports should make supply more available in the U.S. market.
80% confidence
Oxidized Asphalt / Bitumen →Stands to benefit
Marathon Petroleum CorporationMPC
Marathon has a material input exposure here, so more bitumen supply should benefit its operations and margins.
79% confidence
Oxidized Asphalt / Bitumen →supply up
United States
The United States holds the largest country share on this edge, so a bitumen supply increase should most strongly raise US availability.
77% confidence
Petroleum Coke (Fuel Grade) →supply up
Cement and concrete
This downstream good has a critical 0.65 dependency on fuel-grade petroleum coke, so more supply should ease its input constraint.
76% confidence
Oxidized Asphalt / Bitumen →Stands to benefit
GAF (Standard Industries)
GAF’s dependence on bitumen means greater availability should improve input security for roofing production.
76% confidence
Petroleum Coke (Fuel Grade) →supply up
United States
The United States has a 40% share on this node, so a petroleum coke supply increase should most strongly ease U.S. availability.
75% confidence
Oxidized Asphalt / Bitumen →Stands to benefit
Suncor Energy
Suncor’s bitumen input dependence and shorter replacement lead time make it a plausible beneficiary of easier supply.
74% confidence
Oxidized Asphalt / Bitumen →Stands to benefit
Owens Corning
Owens Corning has a smaller but still real bitumen input exposure, so additional supply should modestly help.
71% confidence
Petroleum Coke (Fuel Grade) →supply up
ExxonMobilXOM
ExxonMobil carries a 9% share on this input and has only a 3-month replacement lead time, so added petcoke supply should modestly ease procurement.
68% confidence
Petroleum Coke (Fuel Grade) →supply up
Valero EnergyVLO
Valero Energy has an 8% share and a 3-month replacement lead time, so a petcoke supply increase should ease input access.
67% confidence
Petroleum Coke (Fuel Grade) →supply up
Phillips 66PSX
Phillips 66 has a material 6% share on this input and short replacement lead time, so more petcoke should ease supply pressure.
65% confidence
Petroleum Coke (Fuel Grade) →supply up
Rain Carbon (Rain Industries)RAIN.NS
Rain Carbon is a direct petcoke-linked company with a 4% share and short replacement horizon, so extra supply should be helpful.
64% confidence
