EIA: refiners have shifted production away from gasoline to middle distillates
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The US EIA has reported on the latest refinery yields amid global disruption across the oil value chain.
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 “refiner” (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 “refiner” (refining) in this story.
- USO United States Oil Fund-5.0% 30d
United States Oil Fund: its price follows crude oil. Linked by “gasoline” (oil) in this story.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- CVX Chevron+5.5% 30d
Chevron (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- VLO Valero Energy-4.6% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- MPC Marathon Petroleum-0.2% 12d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- SHEL Shell+3.5% 11d
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “gasoline” (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 | +9.63% | +6.91% | base | after close | after close | after close | after close |
| XLE | +13.47% | +8.12% | base | after close | after close | after close | after close |
| USO | +13.96% | +6.75% | base | after close | after close | after close | after close |
| XOM | +13.27% | +7.37% | base | after close | after close | after close | after close |
| CVX | +10.62% | +5.78% | base | after close | after close | after close | after close |
| VLO | +13.92% | +10.34% | base | after close | after close | after close | after close |
| MPC | +17.80% | +13.33% | base | after close | after close | after close | after close |
| SHEL | +8.57% | +4.08% | base | after close | 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: refiners have shifted production away from gasoline to middle distillates Hydrocarbon Engineering
Source: Hydrocarbon Engineering
How far Vaneck Etf Trust (CRAK) has moved since 6 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Vaneck Etf Trust (CRAK) | three days earlier | +6.91% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | +9.63% | final price |
| CVX | three days earlier | +5.78% | final price |
| CVX | five days earlier | +10.62% | final price |
| Marathon Petroleum (MPC) | three days earlier | +13.33% | final price |
| Marathon Petroleum (MPC) | five days earlier | +17.80% | final price |
| Shell (SHEL) | three days earlier | +4.08% | final price |
| Shell (SHEL) | five days earlier | +8.57% | final price |
| United States Oil Fund (USO) | three days earlier | +6.75% | final price |
| United States Oil Fund (USO) | five days earlier | +13.96% | final price |
| Valero Energy (VLO) | three days earlier | +10.34% | final price |
| Valero Energy (VLO) | five days earlier | +13.92% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +8.12% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +13.47% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +7.37% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +13.27% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 23 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 67 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 23 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 44 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 65 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 15 Oct 2026. That is 22 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 45 days before publication. Filed 1 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).
Who gains and who loses around Vaneck Etf Trust (CRAK)
Companies carried with this story
- CRAK Vaneck Etf Trust
Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “EIA: refiners have shifted production away from gasoline to middle distillates.” Reason on file: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refiner” (refining) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “EIA: refiners have shifted production away from gasoline to middle distillates.” Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refiner” (refining) in this story
- USO United States Oil Fund
For “EIA: refiners have shifted production away from gasoline to middle distillates,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “gasoline” (oil) in this story
- VLO Valero Energy
In “EIA: refiners have shifted production away from gasoline to middle distillates,” 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 “refiner” (refining) in this story
- MPC Marathon Petroleum
Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “EIA: refiners have shifted production away from gasoline to middle distillates.” Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story
- PSX Phillips 66
In “EIA: refiners have shifted production away from gasoline to middle distillates,” 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 “refiner” (refining) in this story
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “EIA: refiners have shifted production away from gasoline to middle distillates.” Reason on file: ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story
- SHEL Shell
In “EIA: refiners have shifted production away from gasoline to middle distillates,” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “gasoline” (oil) in this story
Vaneck Etf Trust (CRAK)
Vaneck Etf Trust (CRAK) is the company in “EIA: refiners have shifted production away from gasoline to middle distillates,” the 6 Nov 2026 this story story.
For Vaneck Etf Trust (CRAK), the reason on file says VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refiner” (refining) in this story
Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refiner” (refining) in this story
Dates and price levels for Vaneck Etf Trust (CRAK)
USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 145.42. 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: refiners have shifted production away from gasoline to middle distillates” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.