Marathon's Gulf Coast refining complex captures elevated crack spreads as European diesel supply tightens from Red Sea reroutes. Reshoring of petrochemical demand supports utilization above 95%. Aggressive buyback cadence shrinks share count meaningfully against a flat-to-rising EPS curve. Distillate inventories sit below the 5-year average heading into summer driving season.
Signals scoped to US · Company-specific tagging coming soon.