Eric Talley

👤 Speaker

8 total appearances

Appearances Over Time

Consumers might see some tariff refunds — in 2036

Our jet fuel market is still relatively well supplied.

Consumers might see some tariff refunds — in 2036

Jet fuel inventories are still relatively high in the U.S.

Consumers might see some tariff refunds — in 2036

A lot of the jet fuel consumption that's not business related is largely discretionary to begin with.

Consumers might see some tariff refunds — in 2036

The question is how much of that can be substituted, reduced, curtailed?

Consumers might see some tariff refunds — in 2036

How elastic is it to higher prices?

Consumers might see some tariff refunds — in 2036

Economies of scale and cost cuts, that doesn't do it for me.

Consumers might see some tariff refunds — in 2036

Maybe that's the scenario that we'll be able to get a billion or two.

Consumers might see some tariff refunds — in 2036

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.