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Re:Oil Espionage: Traders Spy on Hub With Satellites, Sensor... by to3m on Wednesday October 03, 2012 @04:53PM (#4609635)
Insufficient refinery capacity? - sort of, perhaps:

http://research.tdwaterhouse.ca/research/public/Markets/Comm...

The weekly status report has a section on refinery utilization:

http://www.eia.gov/dnav/pet/pet_sum_sndw_a_(na)_yup_pct_w.ht...

I don't really follow that chart so I've no idea what the normal ranges are but it suggests that the current 85-90% utilization is not some kind of upper limit (e.g., for safety or process reasons), so there is actually spare capacity.

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