Not really. It's just that the divergence in price analysis coming out of banks vs the what people in the oil industry are saying is just so ridiculous that I refuse to believe that the hotshot analysts at GS/JPM are that ignorant.

> divergence in price analysis coming out of banks vs the what people in the oil industry are saying

Source for a consensus from oil? The crack spread shows refiners pricing in higher prices [1].

If the domestic refiners and producers can’t agree, why is the homogenous opinion of the banks a conspiracy?

[1] https://rbnenergy.com/market-data/3-2-1-crack-spread