公司业绩与运营 - 瓦莱罗能源炼油资产利用率提升推动季度业绩走强 [1] - 裂解价差改善为公司提供强劲盈利支撑 [1] - 公司持续通过股票回购计划优化资本结构 [1] 行业背景与作者资质 - 分析师具备核电行业专业工程师资格认证 [1] - 作者运用能源行业专业经验进行股权投资分析 [1] - 投资策略聚焦产生现金流的收益型资产与房地产 [1]

Market Analysis by covering: Valero Energy Corporation, T-Mobile US Inc, Digital Realty Trust Inc. Read 's Market Analysis on Investing.com ...

SAN ANTONIO--(BUSINESS WIRE)--Valero Energy Corporation (NYSE: VLO, "Valero†) announced today that Robert L. Reymond has been elected as an independent director to Valero's board of directors (the "Board†) and has joined the Board's Nominating and Corporate Governance Committee, effective immediately. Mr. Reymond most recently served as Chief Operating Officer of the Energy Group and as a member of the board of directors of Burns & McDonnell, Inc., a privately held full-service engineering,. ...

It's time for the big three. We've got three stocks, three charts, and three trades. Rick Ducat joining us here in our Chicago studio to take us through the charts. And here to take us through the trades is Dan Deming, the managing partner at KKM Financial.Great to have you both with us. Dan, let's start with just a big picture thought on the market post Fed announcement. You know, we've got a nice sea of green on the board.New all-time highs across the board as well. Yeah, a big reaction here to uh the new ...

公司业务与投资 - Diamond Green Diesel是Darling Ingredients与Valero Energy的合资企业 投资数亿美元在德克萨斯州亚瑟港建设炼油厂 将牛油转化为航空燃料和柴油的清洁替代品[6] - Darling Ingredients于2022年以5.57亿美元收购巴西多家工厂 包括亚马逊地区的四个工厂 这些工厂将为可再生柴油和可持续航空燃料生产提供废弃脂肪[10] - Diamond Green Diesel自2022年以来因生产生物燃料已获得超过30亿美元的美国税收抵免[5] 供应链问题 - 至少两家巴西工厂自2023年起向Diamond Green Diesel供应数万吨牛油 这些牛油部分来自购买亚马逊雨林非法砍伐牧场动物的屠宰场[5] - 位于帕拉州的Araguaia工厂从至少五家肉品加工厂采购牛油 这些加工厂在2025年5月的审计中因屠宰2万头来自非法砍伐地区的牛而未通过审核[11] - 2023年Araguaia工厂向Diamond Green Diesel出口价值440万美元的亚马逊牛油[11] - 另一家Darling Ingredients旗下工厂从屠宰场采购脂肪 该屠宰场在2022年和2023年从被称为亚马逊最大毁林者之一的牧场主Bruno Heller处购买数百头牛[18] 市场与行业 - 全球可持续航空燃料市场规模较小 2025年预计为29亿美元 而传统航空燃料市场为2390亿美元[3] - 政府激励措施预计将推动市场指数级增长 为巴西畜牧业注入更多资源[3] - 航空业面临购买更多绿色航空燃料的压力 以满足2050年净零排放的行业目标[19] 认证与合规 - Diamond Green Diesel的工厂根据联合国CORSIA协议获得认证 使JetBlue和西南航空等航空公司能够声称降低排放[4] - 从巴西进口的牛油获得国际可持续性和碳认证(ISCC)认证 但ISCC表示未调查Diamond的供应链 因其将牛油视为牛肉行业的"副产品"[20] - CORSIA计划允许生产商忽略亚马逊雨林的碳排放和毁林评分 因其假设牛油需求不太可能推动牧场主扩大畜群[21]

公司动态 - Cerity Partners合伙人Jim Lebenthal将CRH公司列为最终交易选择[1] - CRH公司于9月9日选举Patrick Decker加入董事会[1] - CRH股价周三上涨0.5%至111.26美元收盘[5] 战略合作 - Odyssey Capital首席投资官Jason Snipe看好微软公司 该公司过去一个月下跌约5%且Azure增长39%[2] - 微软与Nebius达成五年期GPU基础设施容量协议 合同总价值约174亿美元至2031年[2] - 微软股价周三上涨0.4%至500.37美元收盘[5] 机构评级 - Virtus Investment Partners高级董事总经理Joseph Terranova选择Valero Energy作为最终交易[3] - Raymond James分析师Justin Jenkins维持Valero Energy强烈买入评级 并将目标价从170美元上调至177美元[3] - Valero Energy股价周三下跌2.1%至158.50美元收盘[5]

政策变动 - 特朗普政府考虑要求大型炼油厂承担小型炼油厂豁免混合义务的一半或更少[1] - 共和党参议员提出法案阻止美国环境保护署强制大型炼油厂填补义务缺口[1] - 政策变动将削弱市场对农作物基与废弃物基生物燃料的短期需求[1] 市场反应 - 美国生物燃料企业股价近日大幅下挫[1] - 邦吉集团与阿彻丹尼尔斯米德兰公司股价出现自4月以来最大单日跌幅[2] - 瓦莱罗能源公司与绿原公司股价跌幅最高达5%左右[2] 行业影响 - 可再生能源识别码交易价格跌至6月以来最低水平[2] - 农业游说团体与石油游说团体围绕生物燃料政策展开激烈争论[1] - 美国环境保护署6月曾提出大幅提高2026年和2027年生物燃料产量配额的方案[1]

California legislators are considering paying hundreds of millions of dollars to Valero Energy (NYSE:VLO), Bloomberg reported Tuesday, in an attempt to prevent the closure and maintain operations of its Benicia refinery near San Francisco, which the company plans to close by ...

SAN ANTONIO--(BUSINESS WIRE)--Valero Energy Corporation (NYSE: VLO) announced today that it will host a conference call on Thursday, October 23, 2025 at 10:00 a.m. ET to discuss its financial and operational results for the third quarter of 2025. The earnings release will be issued earlier that morning. A live webcast of the conference call will be accessible on Valero's Investor Relations website at investorvalero.com. About Valero Valero Energy Corporation, through its subsidiaries (collectiv. ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...