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@thevalueist · Exit CLO.
Read asExit CLO.+4 more
Since the call—
unrankedThe analyst's rank today
High · 0.98Confidence
Sat, Oct 17Tweeted
Mon, Oct 19 closeCounted from
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—Oct 19
TheValueist@TheValueist$VLO $MPC $PSX $DK $CLMT BACK-END CRUDE IS RISING. THE CRACK IS THE LEG WITH THE CEILING. THE SETUP • Dec 2027 WTI settled at 80.54 on October 16, a new high for the contract, up from 56 in December 2025. The front of the curve is far higher, with Nov 2026 settled at 101.41 •
TheValueist@TheValueist$VLO $MPC $PSX $DK $CLMT I’ve been tracking out-year CL contracts since the Iran war began. The front of the curve reflects the crisis price; the back tells the story. The Dec-2027 contract has held steadily in the low $70s, while the front month has spiked up and down wildly.
