EIA: Global refinery inputs fell sharply in the second quarter of 2026 before modest recovery
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This report is about refining.
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+8.9% 30d
Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.
- VLO Valero Energy+1.1% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- MPC Marathon Petroleum+9.5% 10d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- PSX Phillips 66+9.1% 30d
Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- XOM ExxonMobil Holdings+6.2% 16d
ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) 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 | +1.98% | +0.61% | base | -0.54% | after close | after close | after close |
| XLE | +1.44% | +2.16% | base | -0.36% | after close | after close | after close |
| VLO | +1.54% | +0.86% | base | +0.02% | after close | after close | after close |
| MPC | +1.26% | +0.47% | base | -3.23% | after close | after close | after close |
| PSX | -2.43% | -0.52% | base | -0.71% | after close | after close | after close |
| XOM | +0.06% | +1.89% | base | -1.00% | after close | after close | after close |
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 the second quarter of 2026 before modest recovery Hydrocarbon Processing
Source: Hydrocarbon Processing
Vaneck Etf Trust (CRAK) compared with energy stocks (XLE) since 3 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Vaneck Etf Trust (CRAK) | that day | -0.54% | still updating |
| Vaneck Etf Trust (CRAK) | three days earlier | +0.61% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | +1.98% | final price |
| Marathon Petroleum (MPC) | that day | -3.23% | still updating |
| Marathon Petroleum (MPC) | three days earlier | +0.47% | final price |
| Marathon Petroleum (MPC) | five days earlier | +1.26% | final price |
| Phillips 66 (PSX) | that day | -0.71% | still updating |
| Phillips 66 (PSX) | three days earlier | -0.52% | final price |
| Phillips 66 (PSX) | five days earlier | -2.43% | final price |
| Valero Energy (VLO) | that day | +0.02% | still updating |
| Valero Energy (VLO) | three days earlier | +0.86% | final price |
| Valero Energy (VLO) | five days earlier | +1.54% | final price |
| Select Sector Spdr Tr (XLE) | that day | -0.36% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | +2.16% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +1.44% | final price |
| ExxonMobil Holdings (XOM) | that day | -1.00% | still updating |
| ExxonMobil Holdings (XOM) | three days earlier | +1.89% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +0.06% | 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 19 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 42 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 20 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 64 days before publication. Filed 25 Sep 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).
Who gains and who loses around Vaneck Etf Trust (CRAK)
Companies mentioned with this story
- CRAK Vaneck Etf Trust
Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “EIA: Global refinery inputs fell sharply in the second quarter of 2026 before modest recovery.” 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 the second quarter of 2026 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
Valero Energy (VLO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “EIA: Global refinery inputs fell sharply in the second quarter of 2026 before modest recovery.” 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
Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “EIA: Global refinery inputs fell sharply in the second quarter of 2026 before modest recovery.” 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
For “EIA: Global refinery inputs fell sharply in the second quarter of 2026 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 the second quarter of 2026 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
How energy news reaches Vaneck Etf Trust (CRAK)
Vaneck Etf Trust (CRAK) is the company in “EIA: Global refinery inputs fell sharply in the second quarter of 2026 before modest recovery,” the 3 Nov 2026 Energy story.
The link for Vaneck Etf Trust (CRAK) is this: 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
Dates and price levels for Vaneck Etf Trust (CRAK)
VLO traded between 377.49 and 461.55 across 20 sessions. The latest close on file is 381.44. XLE traded between 62.95 and 70.15 across 20 sessions. The latest close on file is 67.26.
The energy score for Vaneck Etf Trust (CRAK)
46 out of 100Price not final
“EIA: Global refinery inputs fell sharply in the second quarter of 2026 before modest recovery” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.