Valero's complex refineries handle heavy/sour crude slates that widen in discount as Mexican and Venezuelan barrels remain stranded. European distillate shortages from Red Sea reroutes pull US Gulf exports at premium prices. Renewable diesel segment monetizes IRA tax credits while feedstock costs ease. Capital returns continue near 100% of free cash flow.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| LNG | Cheniere Energy, Inc. | 77 | +15% | ↑34% | EARLY |
| HES | Hess Corporation | 77 | +5% | ↑34% | NEUTRAL |
| HAL | Halliburton Company | 77 | +16% | ↑34% | EARLY |
| ET | Energy Transfer LP | 77 | +7% | ↑34% | EARLY |
| COP | ConocoPhillips | 77 | -7% | ↑34% | REDUCE |
| CVE | Cenovus Energy Inc. | 77 | +17% | ↑34% | EARLY |
| OKE | ONEOK, Inc. | 77 | +5% | ↑34% | EARLY |
Heavy crude differentials widen on Mexico export curbs
Renewable diesel margins stabilize after LCFS reset
Estimates · Yahoo Finance · Not audited figures