So globally, you know, TMX doesn't have that much of an impact. It's just rebalancing the barrels. I think you see some of the heavier barrels from South America that were going to the West Coast won't travel there, and they'll probably go more to the Far East and some more TMX barrels starting to go to the West Coast.

Apr 25, 2024 / receipt, needs a key / Gary Simmons, COO | earnings call 2024-04-25 | transcript 53b28b5e-0818-4b4d-8516-bd8799d36864 | chars 21601-21921 | segment 22

Our wholesale numbers are trending pretty high. So gasoline volumes through our wholesale channel are about 12% above where they were pre-pandemic levels, which we don't necessarily think is representative of the broader markets either. For us, I think that the number we focus on are more around the mobility data. which is kind of showing vehicle miles traveled flat to slightly above where it was pre-pandemic levels with some improvements in the efficiency of the fleet. You know, it would say gasoline demand down maybe in the 2% range is what we kind of believe is most likely.

Jan 26, 2023 / receipt, needs a key / Neil Mehta, other | earnings call 2023-01-26 | transcript 0a597bdf-8bce-4baf-93ff-3c8ff54148c9 | chars 39833-40416 | segment 40

First one is for Ling. I think back in the first quarter conference call, you gave a number of $8 in the diesel crack advantage for U.S. refiner versus Europe because of the natural gas price. gap and at the time you're using say if it is $25 gap. Since then we have seen the European refiner essentially cut their natural gas consumption by half. So curious that is there an update number you can share and is it really that cut from $8 to $4 just linear or that we can't really do in that way.

Oct 25, 2022 / receipt, needs a key / Paul Chang, other | earnings call 2022-10-25 | transcript e2ccc9fc-e1d1-4b0e-a932-36fee56e9014 | chars 32618-33113 | segment 33

However, product demand has been strong due to the summer driving season and pent-up demand for travel.

Jul 28, 2022 / receipt, needs a key / Joe Gorder, CEO | earnings call 2022-07-28 | transcript 15064d59-4eb7-4cef-9f91-19e3c4a0731b | chars 3207-3310 | segment 3

We expect product demand to remain healthy with light products demand near pre-pandemic levels and the pent-up desire to travel and take vacations should drive incremental demand for transportation fuels as we head into the summer.

Apr 26, 2022 / receipt, needs a key / Joe Gorder, CEO | earnings call 2022-04-26 | transcript c6b06ad4-ad09-45a5-b894-221c63020b86 | chars 5101-5332 | segment 5

We also saw significant jet fuel recovery as domestic and international travel opened up, increasing from approximately 60% of pre-pandemic levels at the beginning of the year to approximately 80% at the end of the year.

Jan 27, 2022 / receipt, needs a key / Joe Gorder, CEO | earnings call 2022-01-27 | transcript 0404e150-ce80-4e38-931c-9c2959aa9408 | chars 2442-2662 | segment 2

Operational efficiency allows capture of 45Z Tax Credit through 2029

ir_statement / Sep 16, 2026 / receipt

GROWTH PROJECTS FOCUSED ON COST CONTROL AND MARGIN EXPANSION

ir_statement / Sep 16, 2026 / receipt

GROWTH PROJECTS FOCUSED ON OPTIMIZATION AND MARGIN CAPTURE

ir_statement / Sep 16, 2026 / receipt

lower refinery operating cost structure

ir_statement / Sep 16, 2026 / receipt

Connectivity in Corpus Christi

ir_statement / Sep 16, 2026 / receipt

Expansion into Latin America with investments in Mexico and Peru

ir_statement / Sep 16, 2026 / receipt

reducing cost and improving margin capture

ir_statement / Sep 16, 2026 / receipt