Competitive Signals

Fuel and energy industry intelligence
49
Total Signals
1
Risk
6
Opportunity
42
Watch
Operational
24
avg composite: 2.0
Market
9
avg composite: 4.8
Competitive
7
avg composite: 3.8
Strategic
5
avg composite: 3.5
Regulatory
4
avg composite: 2.8
All Risk Opportunity Watch
4
Opportunity Market Delek US Holdings (DK) news
Par Pacific in the spotlight as earnings test Q3’s strong margins By Investing.com - Investing.com Canada
Par Pacific's strong earnings amidst favorable margins indicate a positive trend in profitability that could benefit the broader fuel retail and refining sector.
P:3 I:3 3.6 medium-term refining integrated
2026-02-24 15:01:02
4
Opportunity Market Delek US Holdings (DK) news
Par Pacific in the spotlight as earnings test Q3’s strong margins - Investing.com
Par Pacific's strong earnings amidst favorable margins indicate potential for sector-wide profitability and could signal a positive trend for competitors.
P:4 I:4 6.4 near-term refining retail integrated
2026-02-24 14:55:00
4
Opportunity Market Murphy USA (MUSA) news
How Murphy USA’s Higher Regular Dividend At Murphy USA (MUSA) Has Changed Its Investment Story - simplywall.st
Murphy USA's increased dividend may signal financial strength and attract more investors, potentially impacting market dynamics and competitive positioning in the retail fuel sector.
P:4 I:3 4.8 medium-term retail
2026-02-23 17:56:07
4
Opportunity Market Marathon Petroleum (MPC) news
Marathon Petroleum Returned $4.5 Billion to Shareholders in 2025. Here's Why It Could Happen Again. - The Globe and Mail
Marathon Petroleum's significant shareholder return indicates strong financial performance and could signal a favorable trend for profitability and investor confidence in the refining sector.
P:4 I:3 4.8 medium-term refining integrated
2026-02-21 18:47:54
4
Opportunity Market HF Sinclair (DINO) news
HF Sinclair Q4 profit beats on refinery margins - TradingView
HF Sinclair's strong Q4 profit driven by refinery margins indicates favorable market conditions that could benefit other players in the fuel retail and refining industry.
P:4 I:4 6.4 near-term refining integrated
2026-02-18 11:38:36

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Understanding Signal Scores

Every event ingested from SEC filings, news, government data, and market feeds is scored by an AI analyst across multiple dimensions. Here's what each element means.

Relevance Score (1–5)

The large number on the left of each signal card. Measures how relevant the event is to the fuel and energy industry.

5 Major industry event (large M&A, regulatory change, margin shift)
4 Significant multi-company development
3 Notable single-company development
2 Minor news with indirect relevance
1 Background noise

Signal Labels

Risk Threatening: margin compression, regulation, competition, demand destruction
Opportunity Favorable: margin expansion, supply tightening, competitor weakness
Watch Neutral or mixed: management changes, pending policy, seasonal shifts

Probability & Impact

Each signal is also scored on a 1–5 scale for likelihood (P) and severity (I). These combine into a composite score: P × I ÷ 2.5.

7.0+ Critical 4.0–6.9 Notable <4.0 Low

Time Horizon

near-term Impact expected within 3 months
medium-term Impact expected in 3–12 months
long-term Impact expected beyond 12 months

Categories

Regulatory EPA, OSHA, fuel standards, carbon policy, FERC
Competitive M&A, market share, earnings, capacity changes
Market Crack spreads, pricing, demand shifts, inventory
Operational Outages, turnarounds, pipeline disruptions, safety
Strategic EV transition, energy diversification, long-term positioning

Affected Segments

refining retail midstream integrated

Shows which parts of the fuel value chain a signal affects. Filter by segment to focus on your area.