Three companies on the other side of the shortage
Diamondback is adding the low-cost barrels behind the IEA’s 2027 supply forecast. Harbour is consolidating mature assets that the majors increasingly prefer to leave behind. Delta is paying heavily for today’s fuel shortage, but could benefit if it gives way to surplus – with its own refinery providing a partial hedge in the meantime.
Aug 6, 2026
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3 min read