Nobody is disputing that DL / Trainer has increased the supply of jet fuel.
The BS that you are trying to sell is that DL, by owning 1, that is O N E refinery has such an impact that diesel prices have been skyrocketing.
That is so unbelievable that even spectator might have problems believing you.
Have you considered what other factors might impact the price of diesel - you know, ranging from new regulations, taxes, increased demand by trucks+cars, seasonal/regioanl demand for heating oil, etc.. Any one of these alone could possibly have a bigger influence on the price of diesel that the amount of jetA DL produces at Trainer.
You present yourself as an intelligent person, so think about this: if the Trainer refinery was so powerful, why did then ConocoPhilips sell it to DL?
You're so infatuated with DL that it possibly cannot be healthy.
You'd have us believe DL is going to push OPEC around. Or that any DL / Trainer corporate decision will have a bigger impact on the price of fuels than hurricane Katrina.
Oh, and I loved the way you analyzed the DOE data.
You focused on 1 table 1 column/row in that table that showed data about decreased jetA supplies, while at the same time choosing to ignore several other tables, including the one that showed net jetA production, over 2 years has increased in almost every region.
I hate to do this, but when you write stuff like this it makes it easy for people to take a jab at you. For example: I certainly hope that if you were a data analyst at DL that you did a better job than your "analysis" of the DOE data ... ... ... Sorry man, it isn't fair to take these jabs at you but you just make it too easy for you to be ridiculed.
once again, you have the basic facts of the discussion and my arguments wrong.
It is no wonder that you consistently come to the wrong conclusion.
I never said that DL has affected the price of diesel fuel. Never.
I said DL has changed the relationship between the price of diesel fuel and jet fuel.
by producing jet fuel, of which there is far less produced than diesel fuel, DL not only can but has forced the price of jet fuel lower RELATIVE to diesel fuel.
again, it isn't my observation. DL execs have said it. The data just happens to confirm it.
If they are wrong, notify the SEC and get them to file charges against DL.
you can look at jet fuel production but there is nothing that says that production is higher than consumption - because if there was, then stocks would not be down.
given the fact that the US airline industry has grown over the last couple years, it is no surprise that jet fuel consumption is up ALONG WITH production.
that doesn't change the fact that stocks are down.
And DL still is producing a higher percentage of jet fuel via Trainer while other producers continue to decrease jet fuel production in favor of diesel that is more profitable for them.
feel free to argue the point. It is obvious you don't get the facts and would rather argue about a point that you and others will be shown to be wrong about.
DL is affecting the supply of jet fuel, is controlling larger and larger percentages of jet fuel production, and other jet fuel producers will continue to cut production as long as it remains more profitable for them to produce diesel as it is now.
if you and others aren't smart enough to figure out the implications of those changes, then you will just have to sit on the sidelines and be surprised when it all plays out.
