US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says
Published . Updated .
This report is about refining and oil.
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+12.1% 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+13.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story.
- VLO Valero Energy+0.7% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- MPC Marathon Petroleum+13.1% 9d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- PSX Phillips 66+12.1% 30d
Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- XOM ExxonMobil Holdings+13.4% 16d
ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- SHEL Shell+0.1% 13d
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “diesel” (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 |
|---|---|---|---|---|---|---|---|
| CRAKNo price data for this ticker | — | — | — | — | — | — | — |
| XLE | -0.51% | -2.20% | base | after close | after close | after close | after close |
| USO | -1.54% | -1.29% | base | after close | after close | after close | after close |
| VLO | +6.57% | -2.89% | base | after close | after close | after close | after close |
| MPC | +5.85% | -0.90% | base | after close | after close | after close | after close |
| PSXNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -1.45% | -2.77% | base | after close | after close | after close | after close |
| SHELNo 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.
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US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says EnergyNow.com
Source: EnergyNow.com
How far Vaneck Etf Trust (CRAK) has moved since 1 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Marathon Petroleum (MPC) | three days earlier | -0.90% | final price |
| Marathon Petroleum (MPC) | five days earlier | +5.85% | final price |
| United States Oil Fund (USO) | three days earlier | -1.29% | final price |
| United States Oil Fund (USO) | five days earlier | -1.54% | final price |
| Valero Energy (VLO) | three days earlier | -2.89% | final price |
| Valero Energy (VLO) | five days earlier | +6.57% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -2.20% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -0.51% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -2.77% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -1.45% | final price |
Congressional trades in the stocks in this story
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 40 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 18 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 62 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 tied to this story
- CRAK Vaneck Etf Trust
Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says.” 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
For “US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says,” 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 “refiner” (refining) in this story
- USO United States Oil Fund
In “US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says,” 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 “diesel” (oil) in this story
- VLO Valero Energy
In “US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says,” 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 1 Nov 2026 story “US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says.” 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
Phillips 66 (PSX) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says.” 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
For “US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says,” 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 “refiner” (refining) in this story
- SHEL Shell
For “US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says,” 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 “diesel” (oil) in this story
Vaneck Etf Trust (CRAK)
The 1 Nov 2026 story “US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says” names Vaneck Etf Trust (CRAK) because of this story.
Vaneck Etf Trust (CRAK) is on the page because VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refiner” (refining) in this story
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refiner” (refining) in this story
Dates in the story, and the Vaneck Etf Trust (CRAK) price range
USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.
A simple score for Vaneck Etf Trust (CRAK)
46 out of 100
“US Refiners Have Run Harder in 2026 as Tight Diesel Supplies Boost Margins, EIA Says” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.