Port Arthur refinery explosion removes 415k bpd from market

A major explosion and fire at Valero’s Port Arthur refinery has taken one of the largest U.S. refining facilities offline, removing 415,000 barrels per day from supply amid heightened market volatility.

We have released a report from our North American Refinery Intelligence Service, which analysed infrared monitoring across 12 key processing units at the facility, covering 92% of U.S. PADD 3 refining capacity.

Using aerial imagery captured within 24 hours of the incident alongside detailed operational analysis, the report assesses the scale of the disruption. Key findings include damage to the diesel hydrotreater, impacts on surrounding infrastructure, and the operational status of major units across the site.

With existing geopolitical pressures already tightening global energy markets, this outage adds further uncertainty to refined product supply.

Fill in the form above to access our report, which includes:

• Aerial imagery
• Damage assessment
• Unit-level operational status
• Market impact analysis
• Recovery timeline outlook