Global renewable refinery capacity set to triple by 2030
Published . Updated .
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This report is about refining and clean energy.
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.
- TAN Invesco Solar ETF-8.5% 30d
Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “renewable” (clean energy) in this story.
- VLO Valero Energy-4.6% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- MPC Marathon Petroleum-0.2% 12d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- FSLR First Solar+13.0% 30d
First Solar (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “renewable” (clean energy) in this story.
- NEE NextEra Energy+10.5% 30d
NextEra Energy (electric services): clean-energy firms move with renewables policy and demand. Linked by “renewable” (clean energy) in this story.
- PSX Phillips 66+2.9% 30d
Phillips 66 (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 | +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 |
| TAN | -8.76% | -1.63% | 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 |
| FSLR | -10.88% | -5.04% | base | after close | after close | after close | after close |
| NEE | -5.12% | -4.49% | base | after close | after close | after close | after close |
| PSX | +14.52% | +10.23% | 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.
Global renewable refinery capacity set to triple by 2030 Sustainability Online
Source: Sustainability Online
Energy
| Company | When | Move | Status |
|---|---|---|---|
| CRAK | three days earlier | +6.91% | final price |
| CRAK | five days earlier | +9.63% | final price |
| FSLR | three days earlier | -5.04% | final price |
| FSLR | five days earlier | -10.88% | final price |
| MPC | three days earlier | +13.33% | final price |
| MPC | five days earlier | +17.80% | final price |
| NEE | three days earlier | -4.49% | final price |
| NEE | five days earlier | -5.12% | final price |
| PSX | three days earlier | +10.23% | final price |
| PSX | five days earlier | +14.52% | final price |
| TAN | three days earlier | -1.63% | final price |
| TAN | five days earlier | -8.76% | final price |
| VLO | three days earlier | +10.34% | final price |
| VLO | five days earlier | +13.92% | final price |
| XLE | three days earlier | +8.12% | final price |
| XLE | five days earlier | +13.47% | 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 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.
- Sen. John Boozman bought First Solar (FSLR) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 85 days before publication. Filed 11 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 35 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 53 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 65 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).
How solid the energy case looks
12 out of 100
“Global renewable refinery capacity set to triple by 2030” scores 12 out of 100. The score uses 1 sources.