Tyler Crowe

speaker

6,754 appearances 67 recordings 1 series first heard Oct 2025 last heard yesterday

Tyler Crowe’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 67 in all, peaking in Aug 2026 with 11.

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Motley Fool Hidden Gems Investing · Diesel’s All-Time High · 21 Sep 2026 podcast

net basis we are a net exporter. voice-verified

But the challenge is is we actually export a lot more diesel and we actually are a net importer of gasoline. voice-verified

And so if we were to start banning diesel exports, then all you know, the company the countries that would suffer, mostly Europe is where we do a lot of our gasoline diesel trade with, maybe they start banning gasoline or exports. voice-verified

And then all of a sudden we're in some tit for tat voice-verified

Of who bans what where. voice-verified

And I yeah, it it could probably have some short term impact, but I would be more worried that it would cause more problems down the road than it would having some sort of short term salve. voice-verified

One thing that to keep in mind too is it's not just on the uh a ban or whatever of exports. voice-verified

One thing that's really going to be challenging no matter how we shake it, is the fact that voice-verified

refinery cap capacity, like the utilization of refining is at the highest it's been since like the early two thousands. voice-verified

The Atlantic basin. voice-verified

So that's like basically all of our East Coast refineries, in addition to a European refineries are at like ninety seven percent utilizations. voice-verified

It's not just, you know, because of the Iran war, but also we've seen a lot of refineries knocked out in Russia, which is impacting European fuels uh uh demand as well. voice-verified

So voice-verified

a a lot of things are going on here and the funny thing we were talking about, you know, if you want to say like a hidden investment, for the longest time, oil refineries in the United States, Valero, uh, Marathon Petroleum, incredible value creators for a lot of people, even in lousy oil environments. voice-verified

I think it was they were pretty hidden investments, but I think today when people are seeing the crack spreads or the the s the difference between refined products and crude oil today voice-verified

It's really changing the thing and I don't think anyone thinks those are hidden investments anymore. voice-verified

As far as the separation, uh, it it really depends on the flavor of the company. voice-verified

Obviously, companies where you have like founder leaders tend to be a combination of chairman and CEO, but there is a fair share where it's actually separated. voice-verified

And uh I honestly I think it's a better sign of good governance to have those uh roles separated to a certain degree. voice-verified

There are some separate things when it comes to like employ uh compensation. voice-verified

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