Refiner Stocks Just Had Their Worst Day Since the Tariff Shock

Valero just posted the most profitable quarter in its history, yet its stock suffered a brutal single-session collapse that wiped out nearly $29 billion across three major refiners.

24/7 Wall Street • Oct 28, 2026

U.S. oil-refinery stocks are up roughly 150% this year. How long could this historic run last?

Analyst predicts the ‘mother of all maintenance seasons' for refineries that have been running at high capacity

Market Watch • Oct 28, 2026

Goldman Sees Tight Oil Refining Market: ETF Areas Likely to Gain

Goldman expects tight refining capacity and recovering fuel demand to keep pressure on the oil market. Here are the ETFs that could benefit.

Zacks Investment Research • Oct 7, 2026

3 Energy ETFs Built for Oil's New $100-Plus Reality

As a sector, energy has been one of the dominant corners of the market in 2026, and in some respects it all comes down to a handful of factors: supply disruption, refining margins, and a seismic shift in geopolitics with the advent and continuation of the Iran war. Regardless of whether this conflict is resolved this year, it's likely that the global oil market will continue to feel the impacts for a long time because of massive disruptions to pumping stations and pipelines in the Middle East, as well as how the major players in energy realign and shift their priorities.

MarketBeat • Sep 24, 2026

CRAK: Record Refining Margins Still Look Cheap At 9x Earnings

The VanEck Oil Refiners ETF is rated a speculative Buy, benefiting from record diesel crack spreads and tight global refining capacity. CRAK trades at only 9.1x trailing earnings despite a 79% one-year rally, with trailing results not yet reflecting the full margin environment. Portfolio diversification reduces single-company and regulatory risks, but CRAK is not a pure U.S. diesel play and carries international exposures.

Seeking Alpha • Sep 6, 2026

Oil Refiners ETF (CRAK) Hits New 52-Week High

CRAK climbs to a fresh 52-week high as renewed geopolitical tensions in the Middle East drive oil prices higher.

Zacks Investment Research • Aug 31, 2026

Navigating the Energy Surge: A Value-Chain Guide to Energy ETFs

The U.S. energy sector has outperformed in 2026, driven primarily by geopolitical-related supply fears, elevated oil prices, and rising demand from the AI infrastructure buildout. While broad energy funds have also surged, investors can potentially enhance exposure by targeting specific segments of the energy market.

ETF Trends • Jul 23, 2026

Energy Keeps The Lead Locked Down

Energy was one of just three S&P 500 sectors to close higher yesterday and the only one with positive net breadth on the day. Nineteen percent of energy stocks are at 52-week highs, compared with 5.9% for second-place Consumer Staples.

Seeking Alpha • Jul 21, 2026

Beyond AI: Where Investors Can Still Find Dividend Growth In 2026

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere. Dividend growth investing could be hitting its stride amid shifting macro and micro trends. Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches.

Seeking Alpha • Jun 24, 2026

CRAK: Technical Damage Among The Refiners Amid A Compelling Valuation

VanEck Oil Refiners ETF is rated Hold due to attractive valuation offset by bearish technical signals. CRAK's portfolio is value-oriented with 66% exposure to non-US refiners, trading at a P/E below 10x. Technical breakdown signals downside risk, with a head and shoulders top targeting $41–$42 and weak momentum indicators.

Seeking Alpha • Jun 21, 2026