Harold “Skip” York on DW News: Trump targets big oil profits
Harold “Skip” York, Chief Energy Strategist at Turner, Mason and Company, was featured on DW News last Wednesday, Aug. 5, to speak about the global energy market and to share his expert perspective on...
View ArticleJune 2026 Oil Inventories: Hormuz a Warning for Energy Security
The Hormuz crisis consumed the oil market’s shock absorber. Global inventories fell 792 million barrels in four months, strategic reserves sit at multi-decade lows, and the rebuild ahead will reshape...
View ArticleLarge Impact Looms for Small Refineries
While the face of H.R. 1346 seems to be E15, small refinery exemptions are the more impactful element of this legislation now sitting in the Senate. The small refinery exemption (SRE) program has been...
View ArticleThe Day After Tomorrow: How Energy Markets could be reshaped after Hormuz is...
There are moments in history when markets do not simply react; they permanently evolve. The COVID-19 pandemic was one such moment, exposing the fragility of global just-in-time supply chains. The...
View ArticleTurner, Mason & Company Launches Spring Oil Outlooks
Company Suggests Refining Margins Remain Structurally Supported into 2030s DALLAS, Texas – May 4, 2026 – Texas-based consultancy Turner, Mason & Company today announced its Spring 2026 Outlook...
View ArticleRFS 2025 and the Set 2 Final Rule: What the Data Actually Shows
EPA’s mid-March release of final 2024 RFS compliance data, combined with EMTS records through 2025 and the March 27, 2026 Set 2 final rule, provides the clearest picture the market has had in several...
View ArticleWhen the Strait Seizes Up: The Hormuz Shock to Oil and LNG Markets
A disruption in the Strait of Hormuz is testing the resilience of global oil and LNG logistics, with implications for supply flows, refining systems, and energy prices. Modern energy shocks rarely...
View ArticleIs the U.S. Transmix Market Ripe for further Consolidation?
The transmix processing industry has remained relatively unchanged with only 3 transactions announced in the last decade, but in 2025 two new names entered the market, VP Racing and VEP Environmental....
View ArticleWhat Comes Next for Venezuela’s Oil Industry?
Venezuela’s oil industry sits at a pivotal moment in its modern history. The arrest of President Nicolás Maduro by U.S. forces on January 3 raises fundamental questions but could be a first step in a...
View ArticleHow Close is California From Facing Gas Shortage?
Gas prices in California are already high. With Valero’s Benicia refinery shutting down and more production shifting overseas, the state’s fuel supply is entering a more fragile phase. What could this...
View ArticleUkraine’s Drone Campaign Against Russian Refineries: Energy Impacts and...
Throughout 2025, Ukraine has intensified its use of long-range drones against Russian oil refineries and export infrastructure. Once limited to sporadic strikes, these attacks are evolving into a...
View ArticleAnniversary of Katrina Underscores Dramatic Change in Energy Supply
The 20th anniversary of Hurricane Katrina’s Gulf Coast landfall arrives this weekend, so the next few days will understandably be loaded with retrospective analysis that concentrates on the human...
View ArticleBullish and Bearish Factors Impacting the U.S. Diesel Market
The last few years have seen diesel prices climb walls of worry that tend to be common in the second half of any year. The wall appears to be particularly steep in 2025 thanks to a number of factors not
View ArticleNew Costco “Standalone” Fueling Sites Could be Major Gamechanger
When first half 2025 retrospectives are rendered for dynamic action in the global energy markets, Middle Eastern violence will no doubt be ranked as the most disruptive force in crude and refined...
View ArticleIncentives or Imbalance? EPA’s RFS Proposal Brings More Volume, Less Credit
The Environmental Protection Agency (EPA) has proposed its Renewable Volume Obligations (RVOs) for 2026 and 2027, reinforcing its emphasis on domestic renewable fuel production while curbing reliance...
View ArticleTM&C Summer Oil Market Preview
“Sizzle Then Fizzle” May Be the Appropriate Summer Energy Couplet It’s hard to remember an energy market run-up to a summer solstice that is more dynamic or volatile than the 2025 version. Missiles...
View ArticleWatch for Exceptionally “Lumpy” Oil & Gasoline Markets this Summer
Last weekend represented the commencement of meteorological summer in the northern hemisphere. Entities such as the Energy Information Administration widen the summer driving season to the period...
View ArticleIMO Greenlights Net-Zero Plan for Shipping Industry
“Sail away, sail away, sail away” As global attention shifts from climate ambition to energy affordability and security, the maritime sector is quietly preparing for a major course adjustment. The...
View ArticleValero announces intent to close its Benicia refinery
“Another one gone, another one gone, another one bites the dust” Queen in The Game On April 16, 2025, Valero notified the CEC (California Energy Commission) of its current intent to idle, restructure,...
View ArticleU.S. Biofuel: Boom to Bust?
Production capacity of biomass-based diesel (biodiesel and renewable diesel) in the U.S. has grown to ~6.4 billion gallons as a result of the rapid growth of renewable diesel over the last 5 years....
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