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Marathon Petroleum and Valero Energy have seen massive stock gains in 2026 due to soaring global refining margins from supply disruptions. Barron's suggests the rally may continue as reduced global r…
Geopolitical conflicts in the Middle East and refining capacity disruptions are driving crude prices and refining margins higher. While Nvidia retains strong AI-driven appeal, energy assets and refin…
Integrated oil majors like ExxonMobil (XOM) are thriving during the Iran War due to soaring refining margins and record free cash flow. XOM remains attractively valued despite significant year-to-dat…
Historic diesel crack spreads, driven by geopolitical supply shocks affecting Russian and Middle Eastern refining, as well as capacity closures, continue to push prices higher. While crude prices hav…
U.S. refiners like Marathon, Phillips 66, Chevron, and Valero are reporting record profits due to soaring refining margins caused by global fuel shortages and geopolitical conflicts. Meanwhile, Bloom…
The U.S. diesel crack spread surged to an unprecedented $102 per barrel, driven by tight distillate inventories, global refinery disruptions, and capacity constraints. While crude oil prices remain s…
Exxon Mobil faced production dips in Guyana and a temporary Baytown refinery shutdown, though operations normalized. High European refining margins boosted sales but also drew political scrutiny over…
Disruptions at the Strait of Hormuz and depleting global inventories are driving fundamental tightness across crude and refined product markets. Despite rhetorical swings, analysts warn that ongoing …
S&P 500 hits record highs as energy refiners Marathon Petroleum and Valero surge 20% and 15% amid supply disruptions from Iran conflict and Ukrainian strikes on Russian infrastructure, boosting refin…
CITGO reported strong Q2 2026 results with $936M net income and $1.38B EBITDA, driven by tight refining margins and geopolitical supply disruptions. Full-year EBITDA guidance raised to $5.8B, signali…
Klesch Group acquired BP's Gelsenkirchen refinery, becoming Germany's second-largest refiner and largest stakeholder in a key pipeline network, amid tightening European fuel markets from geopolitical…
Suncor Energy (SU.TO) appears undervalued per DCF (41.2% discount) and P/E metrics versus oil & gas peers, despite tripling Q2 2026 profits on record refining performance. Article is analyst commenta…
S-Oil (Korean refiner) Q2 2026 results show revenue up 26.8% but operating income down 21.6% Q-on-Q. Refining margins strong on Middle East conflict and Russian refinery disruptions; petrochemical se…
Phillips 66 posted a strong Q2 2026 rebound with $3.85B net income, driven by refining margin expansion, renewable fuels growth, and record midstream volumes, while cutting debt by $6.6B.
Marathon Petroleum smashed earnings estimates as refining margins nearly doubled amid tight U.S. refinery capacity, while WTI crude slipped $7.49 in a single day, highlighting a widening crack spread…
Marathon Petroleum crushed earnings on record crack spreads amid tight refining capacity. ExxonMobil benefits from similar debottlenecking gains, while WTI crude slid sharply even as pump prices stay…
Ecopetrol posted sharply higher Q2 earnings on strong Brent prices, record refining margins and improved crude differentials, despite production disruptions. Company advances Brava Energia acquisitio…
Marathon Petroleum posted a blowout Q2 2026 with net income up 325% YoY, driven by soaring refining margins and higher crack spreads. Strong shareholder returns and increased MPLX capex signal sector…
War-driven disruptions in Iran and Ukraine have pushed refining margins to record highs, boosting Big Oil's Q2 earnings, including Exxon, Chevron, Shell, and TotalEnergies, despite volatile crude pri…
Diesel futures plunge on hopes of a Strait of Hormuz reopening deal, even as retail diesel prices rise. Trump's call for oil companies to cut prices adds pressure on Exxon and other majors amid soari…