By Paul Sankey
Published on January 16, 2026 at 3:04 PM
Yesterday evening Tom Kloza on Happy Hour was a great conversation. He was all excited by Dangote CEO announcing yesterday plans to double the size of the refinery, and talked about “creep” an old theme little mentioned today. But US refining throughputs are near record highs with many refinery shutdowns completed: creep. Keeping it old school: structurally one major challenge for refiners has gone, from Tom’s huge historic perspective (started in oil markets in the …
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By Paul Sankey
Published on December 31, 2025 at 9:13 AM
Sankey Research Refining Conference – starting the year with a bang as always: To register: Click Here Jan 5th Monday @10:00am – Marathon Petroleum – Maryann Mannen, CEO & team Jan 5th @11:15am – Senior Refining Executive – Greg Goff – Industry legend Jan 5th @1:00pm – Delek – Avigal Soreq, CEO & Mohit Bhardwaj, IR Jan 5th @2:00pm – Par Pacific – Will Monteleone, CEO & Shawn Flores, CFO Jan 9th Friday @11:00am – PBF Energy – Matt Lucey, CEO & Joe Marino, CFO Jan 12th Thursday @2:00pm – HF Sinclair – Timothy Go, CEO, …
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By Paul Sankey
Published on December 18, 2025 at 2:12 PM
Chris Stavros Happy Hour now at 4pm ET. https://sankeyresearch.com/conference/sankey-strategy-session-magnolia-ceo-chris-stavros-interest-form/ Refining conference! Jan 5 @10:00am – Marathon Petroleum – Maryann Mannen, CEO + team Jan 5 @11:15am – Greg Goff – Senior Refining Executive Jan 5 @1:00pm – Delek – Avigan Soreq, CEO & Mohit Bhardwaj, IR Jan 5 @2:00pm – Par Pacific – Will Monteleone, CEO & Shawn Flores, CFO Jan 9 @11:00am – PBF Energy – Matt Lucey, CEO & Joe Marino, CFO Jan 12 @3:30pm – Phillips66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Jeff Dietert, IR Feb 4 @4:00pm – VLO – Lane Riggs + …
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