EIA: global refinery inputs fell sharply in 2Q26 before modest recovery
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The US Energy Information Administration (EIA) has reported on global crude oil refinery inputs across second and third quarters 2026.
Directly affected
- No company is named in this report.
Indirectly affected
- CRAK VanEck Oil Refiners ETF
VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- VLO Valero Energy+3.1% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- MPC Marathon Petroleum+8.7% 11d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- PSX Phillips 66+7.9% 30d
Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- XOM ExxonMobil Holdings+2.0% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron+9.6% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRAK | +2.29% | +2.54% | base | after close | after close | after close | after close |
| XLE | +2.64% | +4.95% | base | after close | after close | after close | after close |
| USONo price data for this ticker | — | — | — | — | — | — | — |
| VLO | +0.27% | +3.25% | base | after close | after close | after close | after close |
| MPC | +3.01% | +3.95% | base | after close | after close | after close | after close |
| PSX | +0.52% | +3.89% | base | after close | after close | after close | after close |
| XOM | +2.57% | +5.49% | base | after close | after close | after close | after close |
| CVXNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
EIA: global refinery inputs fell sharply in 2Q26 before modest recovery Hydrocarbon Engineering
Source: Hydrocarbon Engineering
The price since 4 Nov 2026: Vaneck Etf Trust (CRAK) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Vaneck Etf Trust (CRAK) | three days earlier | +2.54% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | +2.29% | final price |
| Marathon Petroleum (MPC) | three days earlier | +3.95% | final price |
| Marathon Petroleum (MPC) | five days earlier | +3.01% | final price |
| Phillips 66 (PSX) | three days earlier | +3.89% | final price |
| Phillips 66 (PSX) | five days earlier | +0.52% | final price |
| Valero Energy (VLO) | three days earlier | +3.25% | final price |
| Valero Energy (VLO) | five days earlier | +0.27% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +4.95% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +2.64% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +5.49% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +2.57% | final price |
Congressional trades in the stocks in this story
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 15 Oct 2026. That is 20 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 43 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 21 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 65 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 21 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 42 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 63 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Vaneck Etf Trust (CRAK) on one side of this energy story
Companies tied to this story
- CRAK Vaneck Etf Trust
In “EIA: global refinery inputs fell sharply in 2Q26 before modest recovery,” Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence. Reason on file: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story
- XLE Select Sector Spdr Tr
In “EIA: global refinery inputs fell sharply in 2Q26 before modest recovery,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story
- VLO Valero Energy
In “EIA: global refinery inputs fell sharply in 2Q26 before modest recovery,” Valero Energy (VLO) is linked, with no stored direction, medium confidence. Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story
- MPC Marathon Petroleum
In “EIA: global refinery inputs fell sharply in 2Q26 before modest recovery,” Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence. Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story
- PSX Phillips 66
In “EIA: global refinery inputs fell sharply in 2Q26 before modest recovery,” Phillips 66 (PSX) is linked, with no stored direction, medium confidence. Reason on file: Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story
- XOM ExxonMobil Holdings
In “EIA: global refinery inputs fell sharply in 2Q26 before modest recovery,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story
Vaneck Etf Trust (CRAK) and the energy link
The 4 Nov 2026 story “EIA: global refinery inputs fell sharply in 2Q26 before modest recovery” names Vaneck Etf Trust (CRAK) because of Energy.
Vaneck Etf Trust (CRAK) is on the page because VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story
What this energy story puts on the calendar
VLO traded between 377.49 and 461.55 across 20 sessions. The latest close on file is 387.67. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
What the saved facts support for Vaneck Etf Trust (CRAK)
46 out of 100
“EIA: global refinery inputs fell sharply in 2Q26 before modest recovery” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.