Global Fuel Squeeze Triggers U.S. Refiners Stocks Rally | EN590 Commodities
EN590 Commodities GroupEN590 / Diesel September 15, 2026
Saudi Arabia Discovers 110 Million Tonnes of Uranium-Bearing Ore What I Cover
Tsvetana Paraskova is an energy and commodities journalist who has contributed to Oilprice.com for nearly a decade, covering global energy markets, commodities,… Energy stocks have rallied this year as oil prices soared amid the Middle East conflict. The U.S. supermajors ExxonMobil and Chevron have seen their stocks gain about 40% each so far in 2026, but U.S. refiner stocks have outperformed the majors because the global fuel market is much tighter than crude oil markets. The share prices of Phillips 66 (PSX:NYSE), Valero Energy (VLO:NYSE), and Marathon Petroleum (MPC:NYSE) have more than doubled this year, as fuel markets are tightening with more than 7 million barrels per day (bpd) of refined product flows of
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.