Geopolitics Alpha

Repsol to add renewable hydrogen at Tarragona refining complex

Published . Updated .

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Repsol to add renewable hydrogen at Tarragona refining complex

Backed by a €400-million investment, the project will produce more than 22,000 tpy of renewable hydrogen for Tarragona’s refining, chemicals, and renewable methanol operations...

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 “refining” (refining) in this story.

  • XLE Energy Select Sector SPDR

    Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refining” (refining) in this story.

  • TAN Invesco Solar ETF

    Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “renewable” (clean energy) in this story.

  • USO United States Oil Fund

    United States Oil Fund: its price follows crude oil. Linked by “repsol” (oil) in this story.

  • VLO Valero Energy

    Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story.

  • MPC Marathon Petroleum

    Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story.

  • PSX Phillips 66

    Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refining” (refining) in this story.

  • FSLR First Solar

    First Solar (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “renewable” (clean energy) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRAK-3.84%-2.73%baseafter closeafter closeafter closeafter close
XLE-4.15%-3.23%baseafter closeafter closeafter closeafter close
TAN+7.70%+2.74%baseafter closeafter closeafter closeafter close
USO+1.59%-3.20%baseafter closeafter closeafter closeafter close
VLO-7.63%-6.50%baseafter closeafter closeafter closeafter close
MPC-9.68%-5.62%baseafter closeafter closeafter closeafter close
PSXPrices arriving within minutes———after closeafter closeafter closeafter close
FSLRPrices arriving within minutes———after closeafter closeafter closeafter 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.

Repsol to add renewable hydrogen at Tarragona refining complex Oil & Gas Journal

Source: Oil & Gas Journal

Energy

CompanyWhenMoveStatus
CRAKthree days earlier-2.73%final price
CRAKfive days earlier-3.84%final price
MPCthree days earlier-5.62%final price
MPCfive days earlier-9.68%final price
TANthree days earlier+2.74%final price
TANfive days earlier+7.70%final price
USOthree days earlier-3.20%final price
USOfive days earlier+1.59%final price
VLOthree days earlier-6.50%final price
VLOfive days earlier-7.63%final price
XLEthree days earlier-3.23%final price
XLEfive days earlier-4.15%final price

Energy

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

“Repsol to add renewable hydrogen at Tarragona refining complex” scores 12 out of 100. The score uses 1 sources.