SignalsThesesIndustries

Tenji

AI connections from hidden market connections.

About TenjiTerms of ServicePrivacy PolicyContact

Get the app

App StoreGoogle Play

Tenji is a research and information tool, not a registered investment advisor, broker, or dealer. Nothing on this site or in the product constitutes financial, investment, legal, or tax advice, or a recommendation to buy or sell any security. Trade connections are generated by automated systems and AI models, may contain errors, and are provided for informational and educational purposes only. Trading securities involves substantial risk of loss and is not suitable for every investor. Past performance and historical analogies do not guarantee future results. Always do your own research.

© 2026 Tenji. All rights reserved.

Industries

Oil & Gas Refining & Marketing

Energy
#98 of 100▼3·5 names·$354BRanked by 1M vs S&P 500
1D
+0.6%
vs S&P +1.0%
1W
+8.0%
vs S&P +5.4%
1M
-14.4%
vs S&P -12.2%
3M
+7.6%
vs S&P +9.9%
Breadth
0%
of names above their 50-day average

2 theses reaching here

A closed Strait of Hormuz means a lasting oil supply shock that energy stocks do not yet reflect148 sourcesVLO MPC PBF DINOFuel supply disruptions abroad let US refiners earn more on each barrel for a while47 sourcesVLO MPC PBF DINO

5 names in this industry

S&P 500Reference1D -0.4%1W +2.6%1M -2.3%3M -2.4%

PSXPhillips 66
+0.8%+7.8%-8.4%+10.1%
MPCMarathon Petroleum Corporation
+0.4%+11.2%-13.1%+15.8%
VLOValero Energy Corporation
+1.3%+9.6%-14.5%+9.4%
DINOHF Sinclair Corporation
+0.0%+5.1%-18.1%+7.6%
PBFPBF Energy Inc.
+0.5%+6.0%-18.1%-5.0%

12 recent connections

Nov 4Iran peace hopes sink oil and threaten diesel profits at Valero, Marathon and Phillips 66VLO MPC PSXOct 12Houthi attacks on Riyadh airport and Red Sea tankers could lift Valero's diesel export earningsVLOOct 9Trump's Russian diesel deal could shrink diesel profits at Valero, Marathon and Phillips 66VLO MPC PSXOct 2China's diesel export halt could give US independent refiners new pricing powerMPC PBF DINOSep 18European refiners scramble after a Saudi crude cutoff, while US refiners like Valero may profitVLO PBF DINOSep 14Tankers avoid costly Hormuz trips, leaving US Gulf Coast refiners with cheaper crude than rivalsVLO MPC PSXSep 7The Iran-US tanker war could lift margins at US refiners like Marathon, Valero and PBF EnergyVLO MPC PBFSep 3Hormuz Fears Drive Oil Up 10%—But Refiners Face a Margin Squeeze, Not a WindfallVLO MPCAug 20Diesel Crack Surge Flags Refinery Margin Windfall Hiding Behind Crude HeadlinesVLO MPC PBFAug 13Hormuz Disruption Forces US Refiners to Scramble for Non-Gulf Crude AlternativesVLO MPC PSXAug 5Hormuz Crunch Starves Asian Refiners, Crowning US Gulf Coast Refiners as Margin KingsVLO MPC PSXJul 23Oil Shock Forces Airline Fuel Hedge Unwind — Long US Refiners, Not Crude ProducersVLO MPC PBF

Adjacent

Oil & Gas E&POil & Gas Equipment & ServicesOil & Gas IntegratedOil & Gas Midstream

Adjacency is derived from our own theses, never from price correlation.

More in Energy