Peter Feuz

⛽ US diesel margins just hit a record $100+/barrel The crack spread — what refiners earn turning crude into diesel — settled in triple digits for the first time ever on Monday, hitting $102+ before easing to ~$100. Context that matters: 💥Prior all-time high was $89/barrel (Oct 2022, first winter of the Russia-Ukraine war). This year's number has blown past it 💥Root cause: a global fuel-making crunch — Hormuz remains effectively closed, Gulf refineries are offline, and Russia's refining capacity is crippled. The world has crude; it doesn't have enough working refineries 💥The pass-through is real: steepest weekly gas price spikes hit battleground states — Indiana, Florida, Michigan, Ohio, California all up 50+ cents/gallon in 7 days Why it's a sleeper story: Diesel sets trucking and freight costs, which set grocery prices — the inflation number voters actually feel. Crude is back above $100 for the first time since 2022, but the real squeeze is downstream, in the refineries. ⚠️ Informational only, not financial advice. Based on Aug 18–19, 2026 reporting; per Jack Prandelli and Giovanni Staunovo — personal opinions, for reference only. #USDieselMarginsTopRecord$100ABarrel #MetaplanetToInvest2100BTCInSuperLeague #USStorageStocksExtendLosses #US30YearYieldHitsHighestSince2002 #HyperliquidTradeXYZAskSECForIPOPRules $XAU $CL $BZ