Valero to Purchase SemLogistics Milford Haven Fuel Storage Facility - 500 Beiträge pro Seite | Diskussion im Forum
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ISIN: US91913Y1001 · WKN: 908683 · Symbol: VLO
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Es handelt sich um einen automatisiert angelegten Thread zur Nachricht "Valero to Purchase SemLogistics Milford Haven Fuel Storage Facility" vom Autor GlobeNewswire
Valero Logistics UK Ltd, a subsidiary of Valero Energy Corporation (NYSE:VLO), and SemGroup Europe Holding L.L.C., a SemGroup Corporation company, have today signed an agreement for the purchase of SemLogistics Milford Haven fuel storage facility on …
Lesen Sie den ganzen Artikel: Valero to Purchase SemLogistics Milford Haven Fuel Storage Facility
Valero Logistics UK Ltd, a subsidiary of Valero Energy Corporation (NYSE:VLO), and SemGroup Europe Holding L.L.C., a SemGroup Corporation company, have today signed an agreement for the purchase of SemLogistics Milford Haven fuel storage facility on …
Lesen Sie den ganzen Artikel: Valero to Purchase SemLogistics Milford Haven Fuel Storage Facility
PSX vs. VLO
Antwort auf Beitrag Nr.: 58.322.288 von faultcode am 27.07.18 22:52:45
(ist aber nicht Total Return)
(ist aber nicht Total Return)
-9% -- Valero Energy, Valero Energy Partners to merge
https://seekingalpha.com/news/3398737-valero-energy-valero-e…=>
Oct. 18, 2018 5:18 PM ET
Valero Energy (NYSE:VLO) agrees to acquire Valero Energy Partners (NYSE:VLP) for $42.25/unit, for a total transaction value of ~$950M; VLP +6.3% after-hours.
VLO says the deal price represents a 12.4% premium to VLP's 30 trading-day volume weighted average price as of Oct. 17.
VLP also declares a $0.551/unit quarterly cash distribution.
=> just hang on:
Bleifreies Benzin an der NYMEX, 2014-2019
.
aus: KnowHow, GS-Magazin, 2019-04
=> Erholung hält an
Trading Spotlight
Antwort auf Beitrag Nr.: 60.255.603 von faultcode am 02.04.19 13:59:43Ich kauf schon fleißig Majors und reine Raffineriefirmen wie VLO und MPC zu. Mit den neuen Sulfur caps sollte man die nächsten 1-2 Jahre gutes Geld machen können.
Antwort auf Beitrag Nr.: 60.585.987 von FinanceWatch am 16.05.19 19:25:00ich hab auch beide und immer noch, auch MPC nach Zwangstausch aus den alten Tesoro- bzw. Andeavor-Aktien heraus
--> persönlicher Tipp (auch wenn ich keine Glaskugel habe):
• VLO gilt allg. als gut gemanaged, MPC nicht so (anders als Tesoro bzw. Andeavor, die aber auch Glück hatten mit ihren Turnarounds)
--> ich würde daher VLO ggü. MPC übergewichten
=> der momentane Druck auf MPC hängt mMn v.a. mit der (Re-)integration der MLP's zusammen --> manche Marktteilnehmer sind offenbar davon nicht begeistert. Allerdings führt - nach dem Sinneswandel der IRS bei U.S. MLP's - kein Weg langfristig daran vorbei. MPC steht da nicht alleine da: https://www.marketwatch.com/story/mplx-to-buy-fellow-mlp-and…
--> auf der anderen Seite: was tief fällt, kann auch wieder stark steigen:
--> persönlicher Tipp (auch wenn ich keine Glaskugel habe):
• VLO gilt allg. als gut gemanaged, MPC nicht so (anders als Tesoro bzw. Andeavor, die aber auch Glück hatten mit ihren Turnarounds)
--> ich würde daher VLO ggü. MPC übergewichten
=> der momentane Druck auf MPC hängt mMn v.a. mit der (Re-)integration der MLP's zusammen --> manche Marktteilnehmer sind offenbar davon nicht begeistert. Allerdings führt - nach dem Sinneswandel der IRS bei U.S. MLP's - kein Weg langfristig daran vorbei. MPC steht da nicht alleine da: https://www.marketwatch.com/story/mplx-to-buy-fellow-mlp-and…
--> auf der anderen Seite: was tief fällt, kann auch wieder stark steigen:
Antwort auf Beitrag Nr.: 60.586.115 von faultcode am 16.05.19 19:39:10
https://finance.yahoo.com/news/trumps-mexican-tariffs-could-…
=>
...U.S. President Donald Trump's threats to tax Mexican imports could disrupt a long-standing cross-border energy trade, hitting U.S. consumers and refiners that use Mexican oil by boosting prices, and raising concerns about potential retaliation by the world's biggest buyer of U.S. energy products.
Mexico sends 600,000 to 700,000 barrels of oil to the United States every day, mostly to refiners that process that crude into gasoline, diesel and other products.
Mexico buys more than 1 million barrels per day (bpd) of U.S. crude and fuel, more than any other country, and analysts are concerned that retaliatory tariffs from Mexico could disrupt that trade.
"I can't see how the outcomes are going to be constructive," said Carlos Pascual, a former U.S. ambassador to Mexico who now helps run consultancy IHS Markit's global energy business
Trump on Thursday vowed to impose a tariff on all goods coming from Mexico, starting at 5% and increasing monthly until the surge of undocumented immigrants from across the border subsides.
Mexico and the United States, along with Canada, are trying to finish a broad free-trade agreement to replace the 25-year-old NAFTA deal. If implemented, the tariffs would begin June 10. So far Mexico has not said it would retaliate.
The imposition of tariffs may spur "retaliatory actions that impair the development of new markets," said a spokesman for Chevron Corp, adding the company supports free and fair trade. Chevron has opened 100 retail gasoline stores in Mexico since 2017.
Trade group American Fuel and Petrochemical Manufacturers warned tariffs could raise domestic fuel prices and jeopardize the proposed trade deal. The American Petroleum Institute said the tax could hurt the U.S. economy.
Tariffs could add $2 million to the cost of daily Mexican crude purchases by U.S. refiners, analysts at PVM Oil Associates said.
A sharp decline in supplies from Mexico could raise the cost of fuels overall if U.S. refiners are forced to buy heavier crude grades from further away, adding to shipping costs.
"The Trump administration is putting itself into a situation where it could create a much tighter heavy crude market that could impact the price of gasoline and force refiners to adjust their product slates due to shortages," said IHS's Pascual.
However, crude traders noted that most Gulf Coast refiners that buy Mexican crude are located in so-called Foreign Trade Zones, which allow them to avoid tariffs so long as the refined products are exported - though these refiners also supply U.S. markets.
Refiners have been using Mexican heavy crude grades in part to offset the loss of barrels from Venezuela, which has been under U.S. sanctions for months.
Maya crude, Mexico's primary grade, traded at a $6 a barrel discount to Brent, the international benchmark, on Thursday, according to analysts at Tudor, Pickering & Holt (TPH). They said a 5% tariff would reduce that discount by half.
Discounts on Friday for Western Canadian Select, a rival grade to Maya, was bid at a $16 a barrel discount to U.S. crude, narrowed from $16.60 on Thursday, traders said.
The primary importers of Mexican crude include refineries owned by Valero Energy Corp, Phillips 66, Exxon Mobil Corp and Chevron Corp. Mexico accounted for about 9% of total U.S. oil imports last year, TPH said.
U.S. refiners use heavy crude oil to blend with lighter U.S. oil to produce fuels, but reduced production from Canada and Mexico, along with sanctions on Venezuela, has squeezed that supply.
"For Gulf Coast refiners already hit by Venezuela sanctions, Iran sanctions, Canada's cuts and OPEC cuts, this adds insult to injury," said Sandy Fielden, an analyst at researcher Morningstar. "The number of alternative sources of heavy crude is narrowing."
Weekly data shows U.S. imports from Mexico since the beginning of March have averaged roughly 631,000 bpd, according to U.S. Energy Information Administration figures.
Phillips 66, Marathon Petroleum Corp and Exxon declined to comment. Refiners Valero Energy and Royal Dutch Shell did not reply to requests for comment...
Trump's Mexican tariffs could hit U.S. refiners, add to fuel costs
31.5.https://finance.yahoo.com/news/trumps-mexican-tariffs-could-…
=>
...U.S. President Donald Trump's threats to tax Mexican imports could disrupt a long-standing cross-border energy trade, hitting U.S. consumers and refiners that use Mexican oil by boosting prices, and raising concerns about potential retaliation by the world's biggest buyer of U.S. energy products.
Mexico sends 600,000 to 700,000 barrels of oil to the United States every day, mostly to refiners that process that crude into gasoline, diesel and other products.
Mexico buys more than 1 million barrels per day (bpd) of U.S. crude and fuel, more than any other country, and analysts are concerned that retaliatory tariffs from Mexico could disrupt that trade.
"I can't see how the outcomes are going to be constructive," said Carlos Pascual, a former U.S. ambassador to Mexico who now helps run consultancy IHS Markit's global energy business
Trump on Thursday vowed to impose a tariff on all goods coming from Mexico, starting at 5% and increasing monthly until the surge of undocumented immigrants from across the border subsides.
Mexico and the United States, along with Canada, are trying to finish a broad free-trade agreement to replace the 25-year-old NAFTA deal. If implemented, the tariffs would begin June 10. So far Mexico has not said it would retaliate.
The imposition of tariffs may spur "retaliatory actions that impair the development of new markets," said a spokesman for Chevron Corp, adding the company supports free and fair trade. Chevron has opened 100 retail gasoline stores in Mexico since 2017.
Trade group American Fuel and Petrochemical Manufacturers warned tariffs could raise domestic fuel prices and jeopardize the proposed trade deal. The American Petroleum Institute said the tax could hurt the U.S. economy.
Tariffs could add $2 million to the cost of daily Mexican crude purchases by U.S. refiners, analysts at PVM Oil Associates said.
A sharp decline in supplies from Mexico could raise the cost of fuels overall if U.S. refiners are forced to buy heavier crude grades from further away, adding to shipping costs.
"The Trump administration is putting itself into a situation where it could create a much tighter heavy crude market that could impact the price of gasoline and force refiners to adjust their product slates due to shortages," said IHS's Pascual.
However, crude traders noted that most Gulf Coast refiners that buy Mexican crude are located in so-called Foreign Trade Zones, which allow them to avoid tariffs so long as the refined products are exported - though these refiners also supply U.S. markets.
Refiners have been using Mexican heavy crude grades in part to offset the loss of barrels from Venezuela, which has been under U.S. sanctions for months.
Maya crude, Mexico's primary grade, traded at a $6 a barrel discount to Brent, the international benchmark, on Thursday, according to analysts at Tudor, Pickering & Holt (TPH). They said a 5% tariff would reduce that discount by half.
Discounts on Friday for Western Canadian Select, a rival grade to Maya, was bid at a $16 a barrel discount to U.S. crude, narrowed from $16.60 on Thursday, traders said.
The primary importers of Mexican crude include refineries owned by Valero Energy Corp, Phillips 66, Exxon Mobil Corp and Chevron Corp. Mexico accounted for about 9% of total U.S. oil imports last year, TPH said.
U.S. refiners use heavy crude oil to blend with lighter U.S. oil to produce fuels, but reduced production from Canada and Mexico, along with sanctions on Venezuela, has squeezed that supply.
"For Gulf Coast refiners already hit by Venezuela sanctions, Iran sanctions, Canada's cuts and OPEC cuts, this adds insult to injury," said Sandy Fielden, an analyst at researcher Morningstar. "The number of alternative sources of heavy crude is narrowing."
Weekly data shows U.S. imports from Mexico since the beginning of March have averaged roughly 631,000 bpd, according to U.S. Energy Information Administration figures.
Phillips 66, Marathon Petroleum Corp and Exxon declined to comment. Refiners Valero Energy and Royal Dutch Shell did not reply to requests for comment...
Antwort auf Beitrag Nr.: 60.713.345 von faultcode am 01.06.19 14:39:11die beiden Dickschiffe VLO und PSX hielten sich aber zuletzt (6m) noch am besten
--> hier spielt wohl auch die erhöhte Flexibilität bei der Rohstoffbeschaffung eine Rolle:
--> hier spielt wohl auch die erhöhte Flexibilität bei der Rohstoffbeschaffung eine Rolle:
Antwort auf Beitrag Nr.: 60.713.360 von faultcode am 01.06.19 14:43:41Hatte noch mal bei 66€ verdoppelt. Hoffe das läuft jetzt mal bis zur 100 Marke durch. Der 321 crack hat sich ja in q2 auch ordentlich erholt und sollte zu besseren q2 zahlen führen. Werde erstmal nicht mehr zukaufen auch wenn die prognostizierten Zahlen für 2020 noch auf eine fundamentale Unterbewertung schließen lassen.
VLO heute mit Dividendenabschlag --> daher (auch) Loser #1 im S&P 500
=> aber auch die anderen unabh. Refiner mit Abschlägen von -3....-6% wg. 3:2:1 Crack Spread (Calculated: $CRACK321) ~-4.6%
=> aber auch die anderen unabh. Refiner mit Abschlägen von -3....-6% wg. 3:2:1 Crack Spread (Calculated: $CRACK321) ~-4.6%
Valero Energy begins cost review of renewable diesel plant in Texas
9.9.https://finance.yahoo.com/news/1-valero-energy-begins-cost-1…
=>
...U.S. refiner Valero Energy Corp said on Monday it has started a cost review of a new plant in Port Arthur, Texas, along with food processor Darling Ingredients Inc.
The facility, which aims to tap into the growing global demand for renewable diesel, is expected to produce 400 million gallons of diesel and 40 million gallons of renewable naphtha a year.
The final investment decision on the project is expected in 2021. If approved, the construction of the first renewable diesel facility in Texas could begin in the same year, with expected operations starting in 2024.
It will be owned and operated by Diamond Green Diesel Holdings LLC, a joint venture between Valero and Darling.
"We expect low-carbon fuel mandates across the globe to continue to drive demand growth for renewable fuels," Joe Gorder, Valero's Chief Executive Officer said in a statement.
Production from the plant would increase Diamond Green Diesel Holdings's annual renewable diesel production to about 1.1 billion gallons, with nearly 100 million gallons of renewable naphtha production, the companies said. ..
Antwort auf Beitrag Nr.: 61.450.109 von faultcode am 10.09.19 13:39:32Zahlen sind raus und der Ausblick auf Q4 sehr positiv. 2020 kann kommen. Ich verkaufe meine erste Hälfte dann bei 110 $ und schau mal wie weit es noch nach oben geht. Auch die anderen Öl grössen sollten dadurch ganz gut profitieren. Fault, hast du noch chart technisch ein paar Tipps?
Antwort auf Beitrag Nr.: 61.761.857 von FinanceWatch am 25.10.19 02:49:57nein; außer: bei ~USD102 liegt vorher noch eine kleinere charttechnische Hürde
Antwort auf Beitrag Nr.: 61.765.115 von faultcode am 25.10.19 13:15:26
..und die Dividenden (also total return) sind da noch gar nicht drin
--> seit 1988 ergab sich so eine jährliche Rendite von über 19%
https://dqydj.com/stock-return-calculator/
<nein, ich habe hier keine USD10,000 am 5.1.1988 investiert>
Zum Vergleich: S&P 500 ca. +10.7% in diesem Zeitraum: https://dqydj.com/sp-500-return-calculator/
<DAX: ca. +8%
- dafür gibt's im Euroraum seit 1999 kaum Inflation >
Es gibt Aktien, die haben in diesem Zeitraum (weit) mehr geschafft, z.B. Apple mit ca. +28.1%
--> nur habe ich bei Technologie-Aktien, wenn sie "billig" sind oder so erscheinen, immer ein heftiges Prognose-Problem
--> bei so einem ollen Erdölraffinerie-Betreiber eher weniger
USD10,000 --> USD2,800,000 in 32 Jahren
toller Langfrist-Chart - wenn auch mit ein paar Tücken drin:
..und die Dividenden (also total return) sind da noch gar nicht drin
--> seit 1988 ergab sich so eine jährliche Rendite von über 19%
https://dqydj.com/stock-return-calculator/
<nein, ich habe hier keine USD10,000 am 5.1.1988 investiert>
Zum Vergleich: S&P 500 ca. +10.7% in diesem Zeitraum: https://dqydj.com/sp-500-return-calculator/
<DAX: ca. +8%
- dafür gibt's im Euroraum seit 1999 kaum Inflation >Es gibt Aktien, die haben in diesem Zeitraum (weit) mehr geschafft, z.B. Apple mit ca. +28.1%
--> nur habe ich bei Technologie-Aktien, wenn sie "billig" sind oder so erscheinen, immer ein heftiges Prognose-Problem
--> bei so einem ollen Erdölraffinerie-Betreiber eher weniger
4.2.
Valero Energy CEO Gorder calls coronavirus a 'black swan' event
https://finance.yahoo.com/news/valero-energy-ceo-gorder-call…
...
Valero Energy Corp Chief Executive Joe Gorder said markets are reacting to the coronavirus outbreak, calling the threat a "black swan event" whose economic impacts are not yet clear.
The real questions are the length and severity of the outbreak, Gorder said.
"It’s a little early, but when you shut down an economy the size of China, and you limit trade flows going in and out, and we make fuels that move things along, it’s going to have an impact," Gorder said on Tuesday at the Argus Americas Crude Summit in Houston.
...
Gasoline demand is likely to be flat to declining in the future due to efficiencies, but diesel demand will rely solely on the health of the economy, Gorder said. (Reporting by Jennifer Hiller Editing by Chizu Nomiyama)
...
Valero Energy CEO Gorder calls coronavirus a 'black swan' event
https://finance.yahoo.com/news/valero-energy-ceo-gorder-call…
...
Valero Energy Corp Chief Executive Joe Gorder said markets are reacting to the coronavirus outbreak, calling the threat a "black swan event" whose economic impacts are not yet clear.
The real questions are the length and severity of the outbreak, Gorder said.
"It’s a little early, but when you shut down an economy the size of China, and you limit trade flows going in and out, and we make fuels that move things along, it’s going to have an impact," Gorder said on Tuesday at the Argus Americas Crude Summit in Houston.
...
Gasoline demand is likely to be flat to declining in the future due to efficiencies, but diesel demand will rely solely on the health of the economy, Gorder said. (Reporting by Jennifer Hiller Editing by Chizu Nomiyama)
...
Antwort auf Beitrag Nr.: 62.595.985 von faultcode am 05.02.20 20:36:2713.4.
Oil refiner Valero Energy warns of net loss for Q1, gives downbeat revenue outlook
https://www.marketwatch.com/story/oil-refiner-valero-energy-…
...
Shares of Valero Energy Corp. fell 0.5% in afternoon trading Monday, but pared earlier losses of as much as 2.3%, after the petroleum refiner warned of an adjusted first-quarter loss and revenue miss, citing the effects of the COVID-19 pandemic on the economy, and therefore the demand for fuel.
The company said it now expects a net loss of $2.10 billion to $1.83 billion. On an adjusted basis, excluding non-recurring items, the company expects a loss of $200 million to income of $160 million.
The FactSet consensus is for net income of $14.5 million and adjusted net income of $179.5 million. Valero expects revenue of $20.10 billion to $22.20 billion, below the FactSet consensus of $20.27 billion.
The company said actions taken to prevent the spread of the novel coronavirus has resulted in airlines cutting back on flights and a drop in motor vehicle use at a time when consumer demand for gasoline typically increases. "As a result, there has also been a decline in the demand for, and thus also the market prices of, crude oil and certain of our products, particularly our refined petroleum products and most notably gasoline and jet fuel," Valero said in a statement.
Separately, Valero said it deferred $100 million in tax payments that were due in the first quarter, plan to defer other tax payments this year, plan to defer certain capital expenditures, have not repurchased any shares since mid-March and are analyst various liquidity options...
Oil refiner Valero Energy warns of net loss for Q1, gives downbeat revenue outlook
https://www.marketwatch.com/story/oil-refiner-valero-energy-…
...
Shares of Valero Energy Corp. fell 0.5% in afternoon trading Monday, but pared earlier losses of as much as 2.3%, after the petroleum refiner warned of an adjusted first-quarter loss and revenue miss, citing the effects of the COVID-19 pandemic on the economy, and therefore the demand for fuel.
The company said it now expects a net loss of $2.10 billion to $1.83 billion. On an adjusted basis, excluding non-recurring items, the company expects a loss of $200 million to income of $160 million.
The FactSet consensus is for net income of $14.5 million and adjusted net income of $179.5 million. Valero expects revenue of $20.10 billion to $22.20 billion, below the FactSet consensus of $20.27 billion.
The company said actions taken to prevent the spread of the novel coronavirus has resulted in airlines cutting back on flights and a drop in motor vehicle use at a time when consumer demand for gasoline typically increases. "As a result, there has also been a decline in the demand for, and thus also the market prices of, crude oil and certain of our products, particularly our refined petroleum products and most notably gasoline and jet fuel," Valero said in a statement.
Separately, Valero said it deferred $100 million in tax payments that were due in the first quarter, plan to defer other tax payments this year, plan to defer certain capital expenditures, have not repurchased any shares since mid-March and are analyst various liquidity options...
Antwort auf Beitrag Nr.: 63.320.428 von faultcode am 14.04.20 12:22:10No indication of 'panic buying' in Monday stock-market surge
--> bei den unabh. Oil Refinern sieht das heute anders aus ("Pfizer-BioNTech coronavirus vaccine candidate"), z.B.:
--> nun ist wenigstens mal die SMA50 wieder zurückerobert (wie auch bei PSX und PBF)
--> bei den unabh. Oil Refinern sieht das heute anders aus ("Pfizer-BioNTech coronavirus vaccine candidate"), z.B.:
--> nun ist wenigstens mal die SMA50 wieder zurückerobert (wie auch bei PSX und PBF)
Antwort auf Beitrag Nr.: 65.643.888 von faultcode am 09.11.20 16:12:45============== ENDE ==============
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