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Refiners Would Pay Tariffs on Oil. Why Some Stocks Are Rising Anyway. - Barron's

1. Refiners face 10% tariffs on Canadian oil, affecting operational costs. 2. VLO and Marathon Petroleum saw price increases despite broader market decline. 3. Tariffs lower than feared, originally suggested at 25%, boosts investor confidence. 4. Canadian oil producers likely absorb most tariff impact, reducing risk for refiners. 5. Gasoline prices may rise if refiners pass tariffs to consumers.

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FAQ

Why Bullish?

Refiners like VLO show resilience, price up despite adverse news. Historical performance shows refiners often recover from cost increases.

How important is it?

Tariff impacts and investor sentiment can directly affect VLO's stock performance. Current market conditions reflect VLO's ability to navigate cost changes effectively.

Why Short Term?

Immediate effects on pricing likely, but long-term tariff impacts already factored in. VLO has a history of quick recovery under pressing market adjustments.

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