ORGANISATION · US · NAICS 324110 Petroleum refineries
Valero Energy Corporation
www.valero.com · 1 documented exposure in the atlas.
Russian diesel export ban and the US Midwest harvest diesel bill, autumn 2026
Beneficiary · Financial, remote · evidenced · Regulation, 2026-10-10
“The Refining segment reported operating income of $8.8 billion for the third quarter of 2026, compared to $1.6 billion for the third quarter of 2025.” — source, 2026-10-22
Valero's third-quarter 2026 release (22 October 2026) shows refining operating income 5.5 times the year-earlier quarter, a refining margin of 39.24 USD per barrel of throughput against 13.14, and distillate yields of 1,162 thousand barrels a day, in the quarter when the distillate crack widened (C10): the gain is evidenced for the quarter. Valero runs no PADD 2 refinery; its Gulf Coast plants sit on the export leg to Brazil, and the release does not split the margin by product or destination.
Series concerned: us-distillate-exports-kbd midwest-diesel-retail-usd-gal · read the edition →
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