Valero (VLO) to run refineries up to 95% of capacity in Q2 2026; restarting large crude unit at Port Arthur Texas, expects refinery to return to "fairly normal rates" by May 1st

Valero's announcement to run refineries at 95% capacity indicates strong demand expectations for refined products in Q2 2026. The restart of the large crude unit at Port Arthur not only supports this outlook but may also contribute to improved margins in the refining segment. Investors should monitor how this production ramp impacts market dynamics, particularly in relation to crude oil prices and overall energy sector performance.