Video wird geladen...
Video konnte nicht geladen werden
🇺🇸🇨🇦 A diesel export ban would hand Canada a veto over America's refineries, because the crude that makes the diesel comes from Alberta The bond market figured this out before Washington did. Yields jumped to 5.11 percent, the highest since 2007, within hours of the ban headlines, and Philip... show more
312,962 Aufrufe • vor 4 Tagen •via X (Twitter)
17 Kommentare

People debate the policy. Markets have to price the infrastructure. A ban changes the rules overnight. Pipelines, refineries and geography don't. That gap is where the real consequences show up.

whoever thought a diesel export ban was a clean solution clearly never looked at where the crude actually comes from lol

Looks like Canada just got the ultimate "say it ain't diesel" card. Nothing like a little market clarity to brighten the day.

like what was the actual goal here? Because every path out of this leads to either Ottawa having leverage or Europe finding a backdoor

PIPELINE MAP. LOOK AT IT BEFORE YOU SIGN ANYTHING. THIS IS NOT COMPLICATED

The Midwest refineries running on Canadian sour crude is something most people genuinely dont think about until somethink like this comes up

Join now and claim your $1,00,000 reward:

Nobody bans diesel exports without a diesel crisis is probably the most important line in this whole thread and people are gonna scroll past it

We got plenty of heavy crude available down in Venezuela.

Canada supplies only 20% of Americas total crude - y’all will be fine.

Hmm so basically Canada holds the keys and Washington might not have realized it until the bond market screamed 👀

The Midwest refineries running on Canadian sour crude is something most people genuinely dont think about until somethink like this comes u

Looks like Canada just leveled up to "co-owner" of our refineries. Nothing like a little cross-border teamwork to keep the markets on their toes.

bond markets figured it out before Washington did is both impressive and deeply concerning at the same time

The Ireland comparison is chilling honestly. Four days and the whole country ground to a halt. America is not built to absorb that kind of disruption quietly

The India and Russian oil laundering comparison is so apt here. These workarounds always exist and they always get used

How many trillions of dollars of fraud were uncovered by DOGE ??? How many people were arrested for stealing the trillions of dollars of USA tax payers money?
