Scenarios that move DK

Delek US Holdings, Inc. Common Stock

Scenarios that move DK: 16 analyses, 12 positive, 4 negative.

  1. · ExxonMobil expects refining profits to jump $4.5 billion — ▲ · impact +69 · confidence medium · horizon immediate
  2. · Americas face heavy-oil glut as freight squeeze disrupts trade — ▲ · impact +64 · confidence low · horizon weeks
  3. · ◇ What if… US imports Russian diesel by October 31 — ▼ · impact -55 · confidence medium · horizon weeks
  4. · Delta Air Lines Q3 earnings miss estimates as fuel costs hurt margins — ▲ · impact +30 · confidence low · horizon weeks
  5. · Ryanair warns insanely higher jet fuel costs could persist into 2028 — ▲ · impact +58 · confidence low · horizon weeks
  6. · Shell sees record-high refining margins in third quarter — ▲ · impact +76 · confidence low · horizon immediate
  7. · Putin says Russia will withhold diesel exports until sanctions lifted — ▲ · impact +70 · confidence low · horizon weeks
  8. · US to loan up to 40 million barrels from SPR — ▲ · impact +55 · confidence medium · horizon weeks
  9. · Trump backs diesel export ban as fuel prices hit records — ▼ · impact -64 · confidence low · horizon weeks
  10. · Global diesel prices hit records as further rises loom — ▲ · impact +72 · confidence medium · horizon immediate
  11. · Global diesel shortage likely to persist into 2027 — ▲ · impact +68 · confidence low · horizon immediate
  12. · ◇ What if… Nicolás Maduro remains Venezuela's leader at end of 2026 — ▼ · impact -30 · confidence low · horizon quarters
  13. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by September 30 — ▲ · impact +54 · confidence low · horizon weeks
  14. · Dangote launches Africa’s biggest oil refinery as ‘people’s IPO’ — ▼ · impact -34 · confidence medium · horizon quarters
  15. · Ukraine and Iran wars push diesel to record highs — ▲ · impact +62 · confidence low · horizon weeks
  16. · ◇ What if… Federal Government Bans All Crude Oil Exports Effective Immediately — ▲ · confidence high

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