HF Sinclair: In A Sweet Spot If Russian Supply Does Not Return

Impact · against what's priced in

HF Sinclair appears significantly undervalued if geopolitical disruptions sustain crack spreads longer than consensus expects. The potential lubricants spinoff provides a separate catalyst for value unlocking.

DINO+0.60

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In context

The market is likely pricing in a rapid normalization of refining margins, whereas persistent geopolitical disruptions could sustain elevated crack spreads and drive a projected 50% upside to $133.

Read from the article alone

• energy▲5%
• geopolitics▲4%
• oil
• DINO
• crack spreads
• refining
• spinoff

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