What finance podcasts said about markets on 10 October 2026

The bull case made for US refiners: attacks on refineries in Russia and the Middle East, combined with export pullbacks, have created a global fuel shortage that is widening crack spreads and boosting profit margins. Argued on WSJ What's News’s “What’s News in Markets: Refiners Cash In, AI Stocks Wobble, Homebuilder Blues”, aired 10 October 2026. The gap between the price of crude oil and refined fuels like gasoline and diesel has widened, allowing refiners to make more money on every gallon produced.