I'm going to speculate that the 2022 refinery incidents are coincidence. US refineries are operating at or close to maximum capacity in response to high gasoli

I'm going to speculate that the 2022 refinery incidents are coincidence. US refineries are operating at or close to maximum capacity in response to high gasoline prices. You can't open a new one in any short amount of time, so the operators are trying to squeeze as much capacity as they can from that stone. It's possible that the operating headroom that they believed they had is turning out to be insufficient for current, sustained production levels.