Valero ($VLO) podcast mentions
Hello, InvestTalk. This is Yannick from Denmark. Refinery oil stocks, Marathon Petroleum, Valero Energy, and Phillips 66, I'm seeing them as continuously strong, even though there may be ups and downs in the Iran war. I'm just asking about those 3 stocks in general. Would you agree that they are still a very valid choice in this environment? Thank you very much. This is Yannick from Denmark. Bye.
Steve Peasley · InvestTalk · AI Data Centers Are Eating the Land Market: Real Estate's Next Big Disruption · 2026-09-16Yeah, yeah, you, you, so you own Marathon Petroleum, uh, and Valero.
Jack Farley · Monetary Matters with Jack Farley · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan · 2026-09-16No, it is. I mean, the other name, of course, I don't know if we showed it, is Valero. Jim, back to the refiners.
Mike Santoli · Squawk on the Street · 9AM HOUR: Trump Dismisses AI Fears, 10-Year Yield Hits Fresh 2007 Highs, the Fed's 2-Day Meeting In Focus 9/15/26 · 2026-09-15I mean, I wish I 54% in 3 months. I got to tell you, David, if I had it all over to do, I would never go into Goldman Sachs. I would have gone to Valero. That's where the money is.
Jim Cramer · Squawk on the Street · 9AM HOUR: Trump Dismisses AI Fears, 10-Year Yield Hits Fresh 2007 Highs, the Fed's 2-Day Meeting In Focus 9/15/26 · 2026-09-15Really, renewable margins have gone up quite a bit since this time. As a matter of fact, they've gone up so much that production has gone up. And California, which is the biggest user in the US of renewable diesel, has no more storage space for renewable diesel. So there's kind of a constraint there. But I think definitely we will see more interest in renewable diesel. A lot of the big renewable diesel producers like Diamond Green Diesel, which is a joint venture between Valero, which is a refiner, and Darling Ingredients, which is a feedstock provider among and many other businesses that they have. But in the Diamond Green Diesel, they provide the feedstock, Valero makes it and does the marketing and all that. They've gone up a lot, but they're, again, so a lot of the refiners have their own onsite renewable diesel supply that they can crank up or they can slow down if they want. So I could see definitely increased supply there. I mean, we're talking about beginning of last year that they had taken units offline because the economics were so poor. And now, you know, now it's like, it's very, very profitable.
Janet McGurdy · Oil Markets · Global diesel shortages squeeze the Americas · 2026-09-14Really, renewable margins have gone up quite a bit since this time. As a matter of fact, they've gone up so much that production has gone up. And California, which is the biggest user in the US of renewable diesel, has no more storage space for renewable diesel. So there's kind of a constraint there. But I think definitely we will see more interest in renewable diesel. A lot of the big renewable diesel producers like Diamond Green Diesel, which is a joint venture between Valero, which is a refiner, and Darling Ingredients, which is a feedstock provider among many other businesses that they have. But in the Diamond Green Diesel, they provide the feedstock, Valero makes it and does the marketing and all that. They've gone up a lot, but they're, again, so a lot of the refiners have their own onsite renewable diesel supply that they can crank up or they can slow down if they want. So I could see definitely increased supply there. I mean, we're talking about beginning of last year that they had taken units offline because the economics were so poor. And now, you know, now it's like, it's very, very profitable.
Janet McGurdy · Energy Evolution · Global diesel shortages squeeze the Americas · 2026-09-10Yes. I think someone said— I'm waiting for someone to say, I've had it with Valero. Valero makes too much money.
Jim Cramer · Squawk on the Street · 9AM HOUR: Wholesale Inflation Rises, AI Fears, Apple's Foldable iPhone Debut 9/10/26 · 2026-09-10Because oil is a global market and the Middle East has the most oil, but it's not the only place to get oil. And so the lesson here is that if this isn't going to moonshot oil prices to levels that allow the big oil companies to extract oil at huge valuations or huge margins, shall we say, Then what is— then what is— so what I did is I said, if you're going to gain exposure and I'm telling you right now, you know, it's okay to have some exposure right now for potential supercycle spike because that's a, I think, a pretty good political bet that this will come to a head to a point where prices do accelerate to the upside and it puts pressure probably on the current US administration to do something. To resolve it. Right now oil's at, you know, $90 a barrel in that range, kind of hanging between $90 and $100. Higher, not great, but not a catastrophe for the world. But what it's telling me is that if you want to invest in this space, I don't really feel great about the big oil names, just EMPs in general. First off, you have to understand that they're price takers, means that they just get what the market says they're going to get. There's not much strategy behind that. Yeah, there's hedging and things like that, but overall they're price takers. So I said, what about the rest of the energy world? What about transport stocks, meaning the pipeline companies? And then I went and looked at Chevron, Exxon, and then Williams Company. I look at the last 10 years, even the last 15 years, last 10 years. Let's look at Williams Company. Total return, 14.25%. It's one of the largest oil pipeline companies out there. Then you look at Chevron, 9% total return over the last 10 years. Exxon, 7.5%. Last 15 years, Exxon 6.2%, Chevron 6.6%, Williams Company 8.5%. So clearly makes more sense to own the pipeline companies. Then what about the refiners? The largest one is Valero. What's that return over the last 10 years? 18.5% annualized. That's an incredible return. 15 years, 18% annualized, just consistent. And they're not building a lot of new refineries, and it's difficult to get new pipelines built.
Justin Klein · InvestTalk · Best of Caller Questions · 2026-09-09David, you want to talk some thematics at Communicopia today? I If you were here, we would probably jump off of Jim's point about oil because Valero Marathon, I mean, they are not looking back today.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: New Warnings About AI, Brent Tops $100/Barrel, CoreWeave CEO at "Communacopia" 9/9/26 · 2026-09-09Look, we're— we're not going to be able to do anything if every night oil goes up a dollar and a half because there are— Casey General is the beginning. I mean, we're just— well, geez, that's awful. I just think that there's just so much that you can do. Interest rates go up. You mentioned Valero. That's another great indicator. Watch Chevron. And you end up just saying there's just not enough discretionary income. I have Bank of America on. They were talking about the end of the K economy and how everybody's going to pretty level thing. Carl, I'm not so sure the K economy isn't going to be reborn. Here. I watch Dollar Tree, watch the dollar.
Jim Cramer · Squawk on the Street · 9AM HOUR: New Warnings About AI, Brent Tops $100/Barrel, CoreWeave CEO at "Communacopia" 9/9/26 · 2026-09-09On Friday, the average price of diesel fuel in America hit $5.85 a gallon. That was an all-time record. It was up 7 cents from the previous day, up 60% from a year ago. And in California, where I used to have to commute in a diesel car, $7.70 a gallon. The reason why I wanted to spend some time talking about this is that most people watch unleaded gasoline prices. Most of the financial media talks about gasoline. Most consumers use gasoline. But diesel's the fuel that actually drives inflation. And that matters right now more than it has in years. Even if you never leave the house, and work from home and only order things on Amazon or Walmart or however you want to buy things online, it still comes to your house in a truck. Things move around in trucks. There's absolutely no way in a modern economy that you cannot be exposed to diesel prices. Everything you buy that is not grown in your own backyard and that you don't make for yourself moved because of diesel. It's not just trucks, it's trains, it's ships, farm equipment, construction equipment. All of it is diesel. So when diesel prices surge, every single link in the supply chain gets more expensive, and those costs flow through to consumer prices, but albeit with a bit of a lag anywhere between 3 and 6 months. Now, back when I bought my diesel car in 2020, diesel was actually cheaper than gas. The reason why it's more expensive than gas right now? Well, there are wars on two continents that are simultaneously destroying refinery capacity. In Russia, Ukrainian drone strikes have knocked more than a quarter of the country's refining capacity offline. Russia, the world's second largest diesel exporter after the United States, extended an export ban through the end of September because it's facing a domestic shortage. Then in the Middle East, you have Iranian strikes on tankers and infrastructure near the Strait of Hormuz, and that's shut down refineries and also cut off raw material imports to others. There was an earnings call that Valero CEO did on January 30th, saying that refining fundamentals are tight and they're getting tighter. They have idled refineries representing about 5 million barrels per day of capacity. It's roughly 8% of global diesel demand being disrupted.
Luke Guerrero · InvestTalk · Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimating · 2026-09-09Affirm has got a who's who of partners, including the biggest Amazon, Costco, as well as Shopify, Target, and Apple, which launches a pricey new phone tomorrow. We just saw their quarter. It was excellent. People are selling Affirm because they fear a rate hike from the Fed. I get that. But people would be paying substantially more for the stock without that worry. What matters is that the quarter had so much momentum that I think you'll see great numbers right through the end of the year holiday season. At the same time, there's some tremendous healthcare companies in bull market mode. Chief among them is a company called Hinge Health, which is a digital physical therapy company. More on that one later. You get the benefit, your employer pays the bill. Here's one, it's a quadri— Medtronic. Medtronic, the medical device company, shocked us with a big upside surprise and a major increase in organic growth. It's separating its worries from the diabetes division by the end of the year. I don't want to be in a diabetes division in a world where GLP-1s are sending. The stock is now where it was when it reported. Yet it is a vastly improved year-over-year business. To me, that is just crazy. As long as the war with Iran drags on, it's easy to recommend the refiners like a Valero or Marathon. I don't see it ending anytime soon, not with the US and Iran trading volleys this evening at islands and ships in the strait. But how about a pipeline that moves about 30% of all crude produced in North America? Now I'm talking about Enbridge, which has a 5.5% yield, also has a natural gas— it transports 20% of the natural gas that's consumed in America. Okay, it's Canadian, but it's not caught up in the tariff fight because slapping tariffs on Canadian energy would be economic suicide for our country. When I wrote How to Make Money in Any Market— sending you, by the way, a free signed book if you join the investing club now— I didn't know that Enterprise Product Partners was going to be this— maybe the single biggest pipeline winner in this country thanks to the war. I didn't see that war coming. The CEO of Enterprise, Jim Teague, has raised awareness for the company's profit opportunity because of the Hormuz closing.
Jim Cramer · Mad Money w/ Jim Cramer · 'Mad Money w/ Jim Cramer 9/8/26 · 2026-09-08And yet, you know what happens? So you go full out and all we care about is raising numbers. Valero raising.
Jim Cramer · Squawk on the Street · 9AM HOUR: Nvidia Buys Hugging Face, Broadcom Falls While Snowflake Soars, Diesel and Pain at the Pump 9/3/26 · 2026-09-03Well, look, they're just unbelievable. You know, here I talk a really Piper did it. I talk a real good game about these, but I did not own any for the travel trust. Why? Because there was a 20-year period where you made no money in 20 years. 20 years where you would say, how's Valero doing? You know, it was like, how is Valero doing? Well, I paid $2.65 out of Valero. You know, you did not make money in the refiners. And then suddenly they came on and they've been the best stocks in this incredible runs.
Jim Cramer · Squawk on the Street · 9AM HOUR: Nvidia Buys Hugging Face, Broadcom Falls While Snowflake Soars, Diesel and Pain at the Pump 9/3/26 · 2026-09-03Your Valeros, of course.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: Oil and Yields Watch, Dell Surges, Chevron CEO "First on CNBC" in Venezuela 9/2/26 · 2026-09-02