EXCLUSIVE: White House weighs how to use Defense Production Act to expand US oil refining capacity, sources say - reuters.com
Why now
Thesis: Defense Production Act for refining could ease bottlenecks but risks margins
Catalyst to watch: Policy details or implementation timeline
Main risk: Intervention compresses refiner margins
Why it matters
Using the Defense Production Act to expand refining capacity could ease downstream bottlenecks and crack spreads over time, but signals policy intervention risk for refiners' margins.
Sources
- googlenews · news.google.com · 2026-09-11 16:54 UTC
- googlenews · news.google.com · 2026-09-11 21:13 UTC
- googlenews · news.google.com · 2026-09-11 16:48 UTC