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做空Valero；预计当前高裂解价差利润率在劳动节后收窄。
我要说的是，像瓦莱罗能源和PSX这样的炼油商现在有巨大的裂解价差，这太荒谬了，因为他们简直是在印钱，因为他们的利润率如此之高，就像他们在加油站向你和我收取的驾驶等费用，与他们购买石油的成本相比。
现在这非常巨大。我确实预计劳动节后这会缩小，我已经将瓦莱罗能源列为未来几周我最喜欢的做空标的之一。
One thing I will say is you have refiners like Valero and PSX which have a massive crack spread right now and it's so ridiculous because they are literally printing money because the the the margins of this are so like what they're charging you and I to drive etc at the gas pump compared to what they're getting that oil for. Um it is massive right now. I do expect that to shrink after Labor Day and I have highlighted Valero as one of my favorite shorts here over the next couple weeks.