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Kinder Morgan (KMI) is back in focus after joining Phillips 66 and HF Sinclair in the proposed US$5b Western Gateway Pipeline joint venture, and after reporting second quarter 2026 earnings that exceeded market expectations. See our latest analysis for Kinder Morgan. Kinder Morgan’s share price has climbed 18.44% year to date to US$32.82, with a 7 day share price return of 6.39% after the Western Gateway Pipeline announcement and earnings beat. The 5 year total shareholder return of 169.73%...

Kinder Morgan recently reported second-quarter 2026 adjusted earnings of US$0.37 per share, beating estimates and improving its net debt-to-adjusted EBITDA ratio to 3.6X, while also agreeing with Phillips 66 and HF Sinclair to proceed with the proposed US$5.00 billion Western Gateway refined products pipeline joint venture targeted for completion in 2029. Together, the stronger results across its gas infrastructure and the long-distance Western Gateway project reinforce Kinder Morgan’s role...

MPC's strong Q2 results, higher refining margins and improving earnings outlook support the rally, but cyclical risks raise the bar.

PSX's premium valuation is backed by strong refining margins, diversified cash flows and debt reduction, but regulatory risks warrant caution.

Marathon Petroleum and Phillips 66 shares gained more than 3% each on Tuesday, helped by higher crude prices, while PSX stock also rose after finalizing a JV agreement for a $5 billion pipeline.

MPC's rally has fundamental support from stronger refining economics, disciplined operations and rising midstream cash flow.

VLO's premium valuation is backed by cheaper crude, flexible sourcing and a strong balance sheet. But is the higher price justified?

Higher refining margins and improved results across every operating segment lifted second-quarter earnings.

Phillips 66's Q2 earnings surge on wider refining margins, while record midstream volumes and stronger chemicals results boost profits.

Phillips 66 (PSX) delivered earnings and revenue surprises of +22.53% and +43.88%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Par Petroleum (PARR) delivered earnings and revenue surprises of +23.17% and +19.90%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Valero posts a broad-based Q2 beat as stronger refining, renewable diesel and ethanol profits boost earnings and cash flow.

On July 31, 2026, Phillips 66 announced that its board approved a US$10.00 billion increase to the share repurchase authorization, lifting the total buyback capacity to US$23.00 billion as the prior program neared its limit. This enlarged buyback pool underscores management’s emphasis on returning capital to investors alongside dividends, capital investment, and debt reduction within its broader energy manufacturing and logistics operations. Next, we’ll assess how this expanded US$23.00...

Valero Energy (VLO) delivered earnings and revenue surprises of +27.05% and +23.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

HF Sinclair surpasses Q2 2026 earnings and revenue estimates as stronger refining margins, higher throughput drove growth.

Amid intensifying Iran war disruptions and record crack spreads, Valero, Marathon Petroleum, and Phillips 66 shares have surged to all-time highs, backed by strong earnings, buybacks, and dividends.

Elliott Management's latest 13F filing exposes five positions spanning gold streamers to AI infrastructure, but not all of them still make sense to buy. One has already tripled expectations while another has aged past the thesis entirely.

Phillips 66 (PSX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

By selling directly to refiners and joint-venture partners, Venezuela captures higher realized prices while reshaping crude trading flows and Gulf Coast refining economics.

Oil prices jumped on Monday as President Donald Trump said the U.S. will reimpose a blockade on Iranian ports and provide other countries safe passage —for a fee — through the Strait of Hormuz. The announcement follows an escalation of U.S.-Iran military strikes after Tehran had targeted ships in the Strait traveling an alternative path to the Tehran-approved route open for ships paying a fee to the regime. With U.S.-Iran negotiations at an impasse over control of the key global shipping route and Tehran's nuclear program, the diplomatic route — and Wall Street's assumption that flare-ups in fighting won't lead the sides back to war — is facing its biggest test.

Oil prices jumped on Monday amid escalation of Middle East conflict as the U.S. challenged Iran's assertion of control over the Strait of Hormuz. With U.S.-Iran negotiations at an impasse over the key global shipping route and Tehran's nuclear program, Wall Street's assumption that flare-ups in fighting won't lead the sides back to war is being tested, but still holding firm. With Iran declaring the Strait of Hormuz closed, S&P 500 futures traded slightly lower, with APA, Occidental Petroleum and Devon Energy trading high on the index.

In the closing of the recent trading day, Phillips 66 (PSX) stood at $189.82, denoting a +1.07% move from the preceding trading day.

(Updates with index/price moves, macroeconomic data, and political news from the first paragraph.)

(Updates with index/price moves and political news from the first paragraph.) US equity indexes s

VLO's Gulf Coast refining edge, flexible feedstock sourcing and clean-fuel growth make the stock worth watching despite its premium valuation.

MPC stock jumps 52% in six months on strong refining execution. But can operational strengths outweigh valuation and cyclical risks ahead?

Kanin Energy has announced and begun planning a 7‑megawatt waste heat to power facility at Phillips 66’s Mewbourn gas processing complex in Colorado, which will convert turbine waste heat into lower‑emissions power for on‑site use without requiring upfront capital from Phillips 66. This project, alongside the newly approved Foreign-Trade Zone subzone status for Phillips 66’s Billings, Montana operations, underscores the company’s efforts to cut operating costs and improve efficiency through...

PSX and PARR have rallied sharply over the past year, and softer crude prices may offer further support to their refining operations.

Phillips 66 and Halliburton have surged past the oil-energy sector, but softer crude prices and resilient business models may keep the momentum alive.

FTI lands a $500M-$1B North Sea iEPCI contract from Var Energi, boosting backlog and reinforcing its integrated subsea growth strategy.