OIL & GAS REFINING & MARKETING

Sep 29, 2026

FTAI Energy Partners, a subsidiary of FTAI Infrastructure, is set to acquire crude oil logistics assets from USD Group for approximately $255 million. The deal includes the Port Arthur Terminal in Texas and a 50% stake in a diluent recovery unit in Canada, aiming to enhance FTAI's integrated logistics platform for crude oil transportation. The acquisition, expected to close in Q4 2026, will be funded through debt and is projected to generate about $50 million in annual EBITDA.

Sep 29, 2026

CVR Energy Inc. (NYSE:CVI) has an average price target of $30.50 from brokerages, with an overall "Reduce" rating based on four sell and four hold recommendations. Despite this bearish sentiment, institutional ownership remains high at 98.88%, and the company recently exceeded Q2 earnings expectations, reporting an EPS of $0.34 against a $0.26 consensus and revenue of $2.74 billion. CVR Energy also declared a quarterly dividend of $0.10, equivalent to a 0.8% yield.

Sep 28, 2026

Supreme Court Justice Samuel Alito has recused himself from a major climate change case, Suncor Energy Inc. v. County Commissioners of Boulder County, due to his personal investments in oil companies like ConocoPhillips and Phillips 66. This decision, though pressured by progressive groups, marks a significant shift for the conservative justice who initially resisted stepping down. His recusal will lead to an eight-person bench, potentially resulting in a 4-4 split on the case that addresses whether state law preempts federal law on greenhouse gas emissions.

Sep 28, 2026

Delek US Holdings (DK) has seen its stock gain 48.3% over the past six months, outperforming its industry and the broader Oil-Energy sector. This rally is attributed to several factors including strong refining margins, improved operational efficiency, strategic initiatives like Small Refinery Exemptions, and robust performance from its logistics segment, Delek Logistics Partners. Analysts have significantly raised earnings expectations for 2026 and 2027, highlighting optimism for the company's future financial performance.

Sep 28, 2026

Chevron and Egypt are collaborating to expedite the Aphrodite natural gas project, aiming to connect Cyprus' Aphrodite field to Egyptian infrastructure. This initiative seeks to establish Egypt as a key player in Eastern Mediterranean gas handling and expand Chevron's exploration activities in the region. The project involves utilizing Egypt's existing gas processing and LNG infrastructure for exports, with an agreement for Egypt's EGAS to import Aphrodite's full production.

Sep 28, 2026

Delek Logistics Partners (NYSE:DKL) saw a significant increase in short interest, jumping 105.8% to 273,991 shares as of September 15th, representing 0.5% of outstanding shares and a 1.8 days-to-cover ratio. Despite this, company insiders acquired 15,000 shares worth $750,000, and institutional ownership stands at 11.75%. The company recently increased its quarterly dividend to $1.135 per share (8.4% annualized yield), but its latest earnings missed estimates, and analysts maintain a consensus "Hold" rating with a $55.60 price target.

Sep 28, 2026

Marathon Petroleum (MPC) stock appears undervalued according to Zacks' analysis, which considers earnings estimates, value trends, and fundamental metrics. The company currently holds a Zacks Rank #1 (Strong Buy) and an A grade for Value, supported by a P/B ratio of 2.45 and a P/CF ratio of 10.51, both favorable when compared to industry averages. These indicators suggest MPC is a strong value stock due to its impressive cash outlook and attractive valuation.

Sep 28, 2026

Ultrapar Participacoes (UGP) is identified as a strong growth stock by the Zacks Growth Style Score and holds a top Zacks Rank. Key factors contributing to this assessment include an impressive projected EPS growth of 187.9% for the current year, a high asset utilization ratio of 3.14, and promising positive earnings estimate revisions. These indicators suggest Ultrapar Participacoes is well-positioned for significant growth and could be a solid choice for growth investors.

Sep 28, 2026

Marathon Petroleum Company LP (MPC) received a $38 million payment from the Department of Defense on June 22, 2026, for "DISTILLATE, NAVAL" services. This payment contributes to over $650 million in award payments MPC has received from government contracts in the last year. The article also details congressional stock trading activity in MPC, with members selling shares, and significant insider selling, alongside changes in institutional investor holdings.

Sep 28, 2026

Delek Logistics Partners (DKL) offers an 8.33% yield and visible EBITDA growth from Permian expansion, leading to a Buy rating. The company recently diluted its equity by 9% to fund growth projects, particularly Libby, targeting a $75M EBITDA uplift. While valuation is not discounted, the base case suggests a target of $62/unit, with distribution stability balancing the dilution risk.

Sep 28, 2026

Corient Private Wealth LP reduced its stake in HF Sinclair Corporation by 54.2% in the second quarter, selling 15,771 shares and retaining 13,340 shares valued at approximately $929,000. Institutional investors now own 88.29% of DINO, which has a consensus "Moderate Buy" rating and a $94.25 price target. HF Sinclair reported strong quarterly earnings, beating estimates with $5.31 EPS and revenue of $10.39 billion, and increased its quarterly dividend to $0.525.

Sep 28, 2026

HF Sinclair Corporation (NYSE:DINO) has an average target price of $94.25 from sixteen brokerages, despite its opening price of $106.85. The company received a "Moderate Buy" consensus, with several firms recently upgrading their ratings and boosting price targets. HF Sinclair recently outperformed quarterly earnings expectations, reported significant revenue growth, and increased its quarterly dividend.

Sep 27, 2026

This article compares the dividend investment merits of Polaris (PII) and Hasbro (HAS) for retirement portfolios. While Polaris offers a higher yield and a 31-year streak of dividend raises, the analysis suggests Hasbro, despite freezing its dividend, is a safer bet due to stronger cash flow coverage and business health. The author advises that Hasbro is better for retirees needing consistent income, while Polaris suits younger investors willing to accept more volatility for higher yield potential.

Sep 27, 2026

Wall Street analysts have given Phillips 66 (NYSE:PSX) a "Moderate Buy" consensus rating, with an average 12-month price target of $241.56. The company recently surpassed quarterly earnings expectations significantly, reporting $9.41 EPS against an estimated $7.50, and authorized a $10 billion share-repurchase program. Despite the positive outlook, insider transactions show some executives selling shares, though institutional investors have increased their stakes.

Sep 26, 2026

This article compares the dividend safety of two pipeline giants, Energy Transfer (ET) and MPLX, both known for their high-yield dividends. While Energy Transfer has been on a dividend hot streak, MPLX is presented as the safer option due to its longer track record of dividend growth, lower debt, and financial flexibility. The author ultimately prefers MPLX for its dividend safety, despite both companies offering solid, dependable dividends and investing in expansion.

Sep 26, 2026

Darling Ingredients (NYSE:DAR) stock recently surpassed its 200-day moving average, reaching $61.93, although it remains below its 50-day average. The company received a "Moderate Buy" consensus from analysts with an average price target of $69.91, and reported strong quarterly earnings of $2.41 per share, significantly exceeding estimates. Institutional investors hold a substantial portion of the stock, while insider transactions show both selling and buying activity.

Sep 26, 2026

Despite high crude oil prices, two refining companies, Par Pacific Holdings (PARR) and HF Sinclair Corporation (DINO), have significantly outperformed the oil-energy sector. This outperformance is attributed to global refining bottlenecks, strong demand for fuels, and low inventories, leading to robust refining margins. Investors are encouraged to consider these refiners alongside exploration and production companies, as high crude prices do not necessarily indicate weakness in the refining business.

Sep 25, 2026

Ultrapar Participacoes S.A. (UGP) stock dipped by 7.87% after Goldman Sachs lowered its price target from $6.50 to $5.80 while maintaining a Neutral rating, citing fuel market headwinds. The stock's weekly action shows a sharp reversal from the $8 area to $6.90, indicating significant selling pressure. Despite a reasonable P/E and dividend yield, the reduced price target and neutral stance reflect tempered upside expectations for the Brazil-focused energy company.

Sep 25, 2026

Ultrapar Participacoes S.A. (New) (UGP) stock has fallen by 5.21% after Goldman Sachs cut its price target from $6.50 to $5.80, maintaining a Neutral rating due to regulatory and operational concerns. The company shows a mixed financial picture with large revenue but negative growth rates and thin profit margins. Technical analysis indicates a bearish near-term trend for UGP, with key support levels identified for traders.

Sep 25, 2026

Mplx (NYSE:MPLX) experienced unusually high put option buying, with traders acquiring 3,141 put options, a 47% increase over the daily average, as its shares fell 1.9%. Despite this bearish options activity, analysts generally maintain a "Moderate Buy" rating with an average price target of $63.80. The company reported strong financial results, including a quarterly EPS of $1.06, revenue of $3.13 billion, and a 7.6% annualized dividend yield.

Sep 25, 2026

Clean Energy Fuels Corp. has finalized the sale of $30.7 million in tax credits derived from its renewable natural gas (RNG) portfolio. This sale comes from facilities like the South Fork Dairy Renewable Natural Gas (RNG) Facility in Dimmit, Texas. The company continues to advance its clean energy initiatives within the renewable natural gas sector.

Sep 25, 2026

Ultrapar Participacoes S.A. (NYSE:UGP) operates in the energy, mobility, and logistics infrastructure sector in Brazil, with diversified operations including fuel distribution (Ipiranga), LPG (Ultragaz), bulk-liquid storage (Ultracargo), and waterway transportation (Hidrovias do Brasil). The company's structure has evolved from bottled-gas distribution to a broader energy and logistics group, with its ADR listed on the NYSE Composite, providing international trading presence while its core operations remain focused on Brazil and neighboring South American countries. Ultrapar's activities span various stock market classifications, connecting it to both energy-related businesses and industrial infrastructure.

Sep 25, 2026

A claim circulated online suggesting that California Governor Gavin Newsom "forced" the closure of four refineries, leading to a spike in U.S. gas prices, is "Mostly False." While two California refineries did close, not four, and state regulations were cited as a partial reason for one closure, the primary drivers for increased nationwide gas prices in 2026 are identified as the Iran war and related shipping route disruptions. Oil companies themselves cited high costs and low earnings as reasons for their closure decisions, with no evidence indicating Newsom directly forced these shutdowns.

Sep 25, 2026

Suncor Energy Inc. (TSX:SU) is presented as an attractive long-term investment due to its integrated energy model, 2.47% dividend yield, and commitment to shareholder returns. The article highlights Suncor's diversified operations across oil sands production, refining, and fuel retailing, which help mitigate earnings volatility and support dividend sustainability. While acknowledging commodity price volatility and regulatory risks, the analysis suggests Suncor's financial strength and operational efficiency initiatives position it well for future growth and consistent income.

Sep 25, 2026

Valero Energy (NYSE:VLO) is drawing attention due to volatile crude prices and geopolitical events, which highlight the importance of operational discipline and portfolio flexibility. The key question for investors is whether its refining and renewable fuels segments can sustain consistent execution. The article advises investors to focus on company-specific disclosures regarding demand, delivery, and capital allocation to assess whether the current market interest reflects genuine business trends or a temporary narrative.

Sep 25, 2026

Envestnet Asset Management Inc. has reduced its stake in Phillips 66 (NYSE:PSX) by 1.8%, selling 18,377 shares but still retaining over 1 million shares valued at approximately $170.5 million. Institutional investors collectively own 76.93% of PSX, and analysts generally maintain a "Moderate Buy" rating with an average target price of $241.56. Phillips 66 recently reported strong quarterly earnings, authorized a $10 billion share-repurchase program, and continues to pay a quarterly dividend of $1.27.

Sep 24, 2026

Marathon Petroleum (NYSE: MPC) has significantly outperformed the market over the last 15 years, achieving an average annual return of 25.14%. An initial investment of $100 in MPC 15 years ago would now be valued at $2,808.55, highlighting the substantial impact of compounded returns. The company currently holds a market capitalization of $114.04 billion.

Sep 24, 2026

LPL Financial (LPLA) experienced a 7.5% stock drop due to its CFO joining Valero Energy's board and renewed pressure on the wealth management sector from high interest rates causing "cash sorting." The article presents bull and bear cases, with bulls highlighting LPL's record advisor recruitment and asset growth, while bears emphasize valuation premium and potential revenue pressure from continued cash sorting. The upcoming earnings report is expected to clarify the impact of these factors on the company's performance.

Sep 24, 2026

Refinery closures on the West Coast, particularly in California, are impacting Nevada's fuel supply, as the state relies heavily on imports. In response, Sky Quarry Inc. has restarted Nevada's only crude oil refinery, the Eagle Springs Refinery, to boost local production. This move is supported by state initiatives to enhance fuel resiliency and potentially explore more oil resources within Nevada.

Sep 24, 2026

Zacks Research downgraded Delek Logistics Partners (NYSE:DKL) from a "strong buy" to a "hold" rating. The company now has a consensus "hold" rating with an average target price of $55.60 from analysts. This follows Delek Logistics Partners missing its Q2 earnings consensus, reporting $0.54 per share against an expected $0.93, despite exceeding revenue estimates.

Sep 24, 2026

Engineers Gate Manager LP significantly reduced its stake in Marathon Petroleum (NYSE:MPC) by 94.6% in the second quarter. This move comes as institutional investors own 76.77% of MPC, while company insiders have also sold a substantial amount of shares. Despite these sales, Marathon Petroleum reported strong quarterly results, beating analyst expectations, and maintains a "Moderate Buy" consensus rating with an average price target of $360.

Sep 24, 2026

This article compares National Energy Services Reunited (NESR) and Par Pacific Holdings (PARR), two energy sector companies with different business models, to determine which offers better growth potential. NESR, an oilfield services provider focused on the Middle East and North Africa, is highlighted for its 3B3 strategy and involvement in the Jafurah gas development, despite geopolitical risks. PARR, an integrated downstream energy business in the U.S., benefits from strong refining margins and diversified earnings but operates in a cyclical industry. The analysis concludes that NESR, with a Zacks Rank #1 (Strong Buy) and a strong growth runway, appears to be the more compelling investment compared to PARR, which holds a Zacks Rank #3 (Hold) and trades at a lower valuation.