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Valero will run refineries at 95% capacity by Q2 2026. Conf call

Valero Energy Corporation runs its 13 refineries in the United States and Britain up to 95% their combined throughput capacity of three million barrels per days (bpd).

In a conference call held on Thursday, the company revealed that refineries would 'operate between 92% and 95% of their capacity in the second quarter.

After a fire and explosion on March 23, the company's Port Arthur, Texas refinery, which produces 380,000 bpd, is reopening its large crude distillation (CDU). The refinery expects to be back to "normal" production by May 1.

The small CDU was restarted in April, and several other units were returned to production. Valero stated that the refinery will operate at reduced levels until the large CDU restarts.

Valero’s second-quarter levels of throughput reflect not only the restarted refinery at Port Arthur, but also the closure permanent this month of Valero’s refinery in Benicia. The company anticipates that the high refining margins it has gained due to the closure of the Strait of Hormuz during the Iran conflict will continue for at least six months, if not a full year, after the Strait is reopened.

Valero estimates that it will take this time to return refined products inventories to their pre-conflict level.

Valero has said that the Port Arthur explosion and fire at the hydrotreater could result in higher capital expenditures by 2026. It will also update its guidance when costs and repair timelines become clear.

Valero has also made progress with the optimization of the gasoline producing fluid catalytic cracked?at the St. Charles Refinery, Norco in Louisiana. The $230 million project will begin in the third quarter.

Refining profits for the company were $1.8 billion compared to a loss of $500 million in 2011. The refining margin per barrel increased from $9.78 to $14.90, while the throughput volume increased by 3.6%.

Valero’s renewable diesel saw a profit swing of $139 millions, while ethanol revenue rose to $90 million.

Analysts at UBS said: "We think the bear case for Valero ignores the impact of global supply disruptions, and product shortages that resulted on what we consider to be a top-of-class refiner."

Phillips 66, a rival company, posted a'surprise first-quarter profit' due to higher refinery margins and capacity utilization.

According to LSEG data, Valero, based in San Antonio, Texas, reported an adjusted profit per share of $4.22 for the three-month period ended March 31. This compares with analyst expectations of $3.16, according LSEG.

(source: Reuters)