Pump prices may not track crude oil prices amid reported production problems

One post argues that diesel and gasoline prices at the pump may not track headline crude prices because the facilities that produce those fuels face serious problems worldwide. Another says oil-price upside risk is rising the longer the Strait of Hormuz remains closed. It puts the energy sector at 3.5% of the S&P 500 and says it is trading at almost a 20% free cash flow yield.