#Refining

3개의 글

June 28, 2026

S-Oil (010950) Stock Outlook 2026: Refining Margins, the Shaheen Project, and a High-Dividend Bet

S-Oil (KRX 010950) 2026 stock outlook. A deep qualitative look at the refining margin (crack spread) cycle, Saudi Aramco parent synergy, the Shaheen petrochemical downstream expansion, the high-dividend policy, oil-price and currency sensitivity, and the key investment risks for global investors.

S-Oil 010950 Korea Stocks

May 21, 2026

MPC Marathon Petroleum 2026 Outlook: Refining Margins, MPLX Income, and the $8.6B Buyback

Marathon Petroleum blew past Q1 2026 EPS estimates by over 100%, backed by refining margin expansion and MPLX midstream distributions. Here's a US investor's guide to MPC's capital return machine and what it means for 2026 portfolios.

MPC Marathon Petroleum US Stocks

April 28, 2026

SK Innovation (096770) Stock Outlook 2026: Battery Losses, Refining Margins, and the SK E&S Wild Card

SK Innovation (096770) 2026 investment analysis covering SK On battery division losses, refining crack spread cycles, the post-merger SK E&S LNG and hydrogen portfolio, and US investor access via EWY or direct KRX trading.

096770 SK INNOVATION SK ON