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Which podcasts are discussing VLO?
15 ATTRIBUTED IDEAS · 14 EPISODES · 7 SHOWS
The shows
CNBC Fast Money
The Acquirers Podcast
Bloomberg Surveillance
MacroVoices
Marketplace
Palisades Gold Radio
The Compound and Friends
Where the discussion went deepest
30 JUL2W AGOCNBC FAST MONEY · 20:00
Refiners benefit from structurally tight capacity
“The bull case for refiners like Valero was framed around record profits driven by tight global fuel markets, low inventories, and a multi-decade lack of new refining capacity.”
Apple and Amazon Earnings… And What’s Next for Global Markets 7/30/26 · with Microsoft
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30 JUL2W AGOBLOOMBERG SURVEILLANCE · 16:15
17 JUL4W AGOPALISADES GOLD RADIO · 52:34
North American refiners benefit from geopolitical vulnerability
“The guest argued that global refining capacity is structurally tighter than crude supply and uniquely vulnerable to drone warfare, favoring refiners located safely in North America.”
Rory Johnston: What Everyone Is Getting Wrong About The Oil Price Amidst Iran War
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10 JUL10 JULCNBC FAST MONEY · 02:20
Trim refiners before earnings political pressure
“Refiners like Valero, Marathon Petroleum, and Phillips 66 face heightened political scrutiny over record profits, making it prudent to trim positions right before earnings.”
SK Hynix Debuts on the Nasdaq… And Looking Ahead to Big Bank Earnings Results 7/10/26
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8 JUL8 JULCNBC FAST MONEY · 03:15
Energy stocks constructive on structural crude bounce
“Energy equities are framed as attractive holdings as crude oil prices recover from heavily oversold levels while supply/geopolitical risks persist.”
Oil Surges After U.S. Iran Strike… And Fed Minutes Results 7/8/26
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22 JUN22 JUNCNBC FAST MONEY · 01:14
Chevron Permian gas deal validates energy trade
“The speakers argued that Chevron's 20-year natural gas deal with Microsoft to power a West Texas data center reinforces a constructive thesis on energy producers and power utilities supporting AI infrastructure.”
AI and Software Stocks Struggle… And the Best Buys in Biotech 6/22/26 · with Google
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