Energy#287tier 2experimental liveNew

refinery utilization z

cadence: Weeklydata: lowshort only
paper
1999
Source
Borenstein, S. & Bushnell, J. (1999). "An empirical analysis of the potential for market power in California's electricity industry." RAND Journal of Economics 30(3), 419-454. (Methodology generalized to refining throughput.)
Read the paper →

What it checks

When refinery utilization runs unusually low for the time of year, refiners tend to drift down on margin compression - we sell short for 5-10 days.

Mechanism

Borenstein-Bushnell framework: sustained throughput shortfall vs 5y same-week baseline is the cleanest exogenous shock to refiner equity. Low EIA utilization (z <= -1) -> forced-outage or demand slowdown -> SHORT refiners 5-10d.

No production champion data for this family yet. Stats appear once the discovery pipeline promotes at least one strategy with this family tag, or once a multi-family blend that includes it earns a champion slot.

Signal rule

EIA refinery utilization (WCRFPUS2 or stocks-2nd-diff fallback) surprise vs 5y same-week mean; 52w rolling z; z <= -1.0 -> SHORT refiner basket 5/10d.

Data dependencies

  • daily_prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • eia_crude_storage

    Worker data table — see services/worker schema.

Expected edge

Paper alpha
80-160 bps over 5-10d (modeled)
Paper window
T+1 to T+10d

Borenstein-Bushnell throughput-tightness channel; internal target 80-160 bps over 5-10d.

Example tickers where this is likely to fire

Illustrative only — the signal fires based on the live data, not a fixed list.

Related families

Explore refinery utilization z on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

For informational and educational purposes only. Not financial advice. Learn more