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Group 1 - The UK refining industry is experiencing its most significant contraction in decades, with the closure of the Grangemouth refinery and the bankruptcy of the Lindsey refinery, leaving only four major refineries operational in the UK [1] - The UK refineries primarily process light, low-sulfur crude oil, focusing on gasoline production, but the shift towards diesel vehicles and the rise of foreign refined oil production have led to a diesel shortage in the UK [1] - The UK is projected to import 624,000 barrels per day of clean fuels in 2024, with 265,000 barrels per day of diesel primarily sourced from the US, Saudi Arabia, the Netherlands, and Belgium, further undermining the profitability of domestic refineries [1] Group 2 - The slow pace of the UK's energy transition may provide some breathing room for domestic refineries, as high electric vehicle costs and geopolitical influences on battery materials could lead consumers to retain their diesel vehicles longer than anticipated [2] - If demand for diesel does not decline as quickly as expected, there may still be a viable future for the UK refining industry, although aggressive promotion of electric vehicles could lead to the eventual closure of domestic refineries [2]