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Oil earnings divide: Producers grow, refiners thrive episode artwork

Aug 13, 2026 31 min

Oil earnings divide: Producers grow, refiners thrive

from Oil Markets

North American oil companies delivered a striking second-quarter earnings season. Upstream producers raised output guidance while maintaining capital discipline, arguing that efficiency gains, not higher spending, are driving growth. Meanwhile, refiners benefited from some of the strongest margins since 2022, fueled by robust diesel and jet fuel demand, lower Chinese exports, refinery outages in Russia, and Middle East-related disruptions. Jeff Mower is joined by Janet McGurty and Ashok Dutta to unpack the key earnings themes shaping oil markets.

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Oil earnings divide: Producers grow, refiners thrive

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