Eric Talley
speaker
8 appearances
1 recordings
1 series
first heard May 2026
last heard 4 May
Eric Talley’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
Our jet fuel market is still relatively well supplied.
Jet fuel inventories are still relatively high in the U.S.
A lot of the jet fuel consumption that's not business related is largely discretionary to begin with.
The question is how much of that can be substituted, reduced, curtailed?
How elastic is it to higher prices?
Economies of scale and cost cuts, that doesn't do it for me.
Maybe that's the scenario that we'll be able to get a billion or two.
If this is an offer that can reasonably lead to creation of a lot of shareholder value when they receive a high premium and close this deal.
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