To high riderGood post but few corrections.
maintenance occurs in September and October and January mainly for bulk of refiners. Also the contract for drivin season starts in March.
But it time will tell. I think inventories will decline, recall that OECD inventories are declining so it's bullish for Brent, but US exporters are allowed to export so this adds bullish pressure for WTI as well.
overall bte is well positioned. They have the right approach of maximizing their eagle ford assets.
I think there are are policy issues that will add upside pressure for the stock:
a) tax cut (we know it's coming guys)
b) border tax (I think Canada energy will be exempt and will be apart of the US energy vision )
c) OPEC further cuts and compliance (if they don't get a higher oil price then they are fkd lol)