CHONGQING, CHINA - JULY 31: In this photo illustration, a person holds a smartphone displaying the logo of Marathon Petroleum Corporation (NYSE: MPC). (Photo illustration by Cheng Xin/Getty Images)Getty ImagesMarathon Petroleum’s (MPC) stock has seen a commendable 20% return over the last year, but how does it actually compare to its refining counterparts in a constantly changing energy landscape? As of January 14, 2026, MPC demonstrates strong operating and free cash flow margins, impressive revenue resili ...

Core Insights - Current West Texas Intermediate (WTI) oil prices are around $60 per barrel, significantly lower than a year ago, creating uncertainty in the energy sector. However, Phillips 66 (PSX) is expected to benefit from this crude pricing environment due to its position as a leading refining company [1][2]. Group 1: Phillips 66's Position and Market Outlook - Phillips 66 can purchase oil at lower costs, allowing for the production of end products, which is advantageous in the current market [2]. - The U.S. Energy Information Administration (EIA) anticipates that global oil inventories will continue to rise, contributing to soft crude prices in the near future [2]. - EIA projects the average WTI price for 2026 to be $52.21 per barrel, down from $65.40 per barrel in 2025, which is likely to enhance Phillips 66's refining margins [3]. Group 2: Competitors and Industry Dynamics - Valero Energy Corporation (VLO) and Par Pacific Holdings Inc. (PARR) are also positioned to benefit from the low oil price environment, with VLO operating 15 refineries and a throughput capacity of 3.2 million barrels per day [4]. - Par Pacific has a refining capacity of 219,000 barrels per day and benefits from processing cheaper Canadian heavy oil, providing a cost advantage [5]. Group 3: Financial Performance and Valuation - Phillips 66 shares have increased by 20.1% over the past year, outperforming the composite stocks in the industry, which rose by 14.8% [6]. - The company trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 14.23X, significantly higher than the broader industry average of 4.47X [9]. - Recent downward revisions in the Zacks Consensus Estimate for PSX's 2025 earnings indicate a current estimate of $6.16 per share, down from $6.23 a month ago [11][12].

Phillips 66 (NYSE:PSX) is included among the 10 High Yield Crude Oil Stocks to Buy After Trump's Blitz in Venezuela. Phillips 66 (PSX) Agrees to Acquire Lindsey Oil Refinery in England Phillips 66 (NYSE:PSX) is a leading integrated downstream energy provider that is engaged in refining, transporting, and marketing fuels. Phillips 66 (NYSE:PSX) announced on January 5 that it had agreed to acquire the assets and infrastructure of Lindsey Oil Refinery in northern England, expanding the company’s footprint ...

Key Takeaways Phillips 66's refining segment posted strong gains in 2025, supported by robust refining margins.PSX's refineries can run heavy sour crude like WCS, expected to get cheaper in the coming quarters.More Canadian supply and possible Venezuelan crude may pressure heavy prices, supporting Phillips 66.Phillips 66 (PSX) is a diversified energy company with operations spanning multiple sectors, including refining, midstream, chemicals, renewable fuels and marketing. PSX’s refining segment has reported ...

Group 1 - HF Sinclair Corporation (NYSE:DINO) is identified as a cheap stock to buy for the next 3 years, with Piper Sandler upgrading its rating to Overweight and raising the price target to $68 from $64 [1] - Mizuho also increased its price target for HF Sinclair to $63 from $62 while maintaining an Outperform rating, reflecting a broader positive outlook for the exploration and production sector despite current market challenges [2] - Piper Sandler highlights HF Sinclair's significant West Coast exposure as a key advantage, expecting a tighter regional market to enhance margins and capture rates [1][3] Group 2 - HF Sinclair operates as an independent energy company in the US, with five segments: Refining, Renewables, Marketing, Lubricants and Specialties, and Midstream [4] - Mizuho suggests reallocating risk toward oil-focused exploration and production companies while remaining selective with natural gas stocks, indicating a strategic shift in investment focus [3]

We recently published Wall Street Can’t Keep up With These 10 Stocks on Fire. PBF Energy Inc. (NYSE:PBF) was one of the top performers on Thursday. PBF Energy saw its share prices jump by 13.85 percent on Thursday to finish at $32.15 apiece after an investment firm turned bullish for the company, backed by  optimism that it would benefit from the US government’s seizure of up to 50 million barrels of sanctioned oil from Venezuela. In a market report, Piper Sandler upgraded PBF Energy Inc. (NYSE:PBF) to “ ...

Company Overview - HF Sinclair Corporation is an independent energy company based in Dallas, Texas, specializing in the production and marketing of high-value light products such as gasoline, diesel fuel, jet fuel, renewable diesel, lubricants, and specialty products [2] - The company operates refineries in Kansas, Oklahoma, New Mexico, Wyoming, Washington, and Utah, providing petroleum product and crude oil transportation, terminalling, storage, and throughput services [2] - HF Sinclair markets its refined products primarily in the Southwest U.S., the Rocky Mountains, and neighboring Plains states, supplying high-quality fuels to over 1,700 branded stations and licensing the Sinclair brand to more than 300 additional locations across the country [2] Renewable Energy Production - HF Sinclair produces renewable diesel at two facilities in Wyoming and one in Artesia, New Mexico [2] - The company also has subsidiaries that produce and market base oils and specialized lubricants in the U.S., Canada, and the Netherlands, exporting products to over 80 countries [2] Upcoming Financial Announcement - HF Sinclair plans to announce its financial results for the quarter ending December 31, 2025, on February 18, 2026, before the NYSE trading opens [1] - A webcast conference is scheduled for February 18, 2026, at 8:30 a.m. Eastern time to discuss these financial results [1]

Key Takeaways VLO operates 15 refineries with 3.2 million barrels per day of capacity across the U.S., Canada and Peru.VLO's refineries can process heavy sour, medium/light sour and sweet crude, enhancing feedstock flexibility.VLO can shift between light products and distillates based on market pricing to support margins and profits.Valero Energy (VLO) is a leading refining player with a robust network of 15 refineries located across the United States, Canada and Peru. The company has a combined throughput ...

PBF Energy Inc. ( PBF ) has seen some setbacks over the last year due to a fire at its California refinery. Overall, the oil sector has been volatile, and crack spread prices are low. The company reported weaker financialWelcome to the home of The Cannabis Report. I cover the cannabis sector and other sectors. I am most interested in technical stock analysis, option strategies, small cap strategies, and emerging markets. Feel free to contact me with any questions about publicly traded stocks in the cannabis ...

India's Reliance Industries Ltd , operator of the world's largest refining complex, on Thursday said it will consider buying Venezuelan oil if permitted for sale to non-US buyers. ...