John Royall

Energy

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas4 topics

Cost Pressure1Regulation Policy1Supply Chain1Competitive Dynamics1

Question History2 questions

VLOValero Energy1 quarter

2026 Q2

you could talk about the dynamics kind of driving feedstock costs lower and how you expect that to trend

Cost PressureRegulation PolicyView in transcript →

wondering if you could give us some color on how much Venezuelan crude you are able to run in your system today

Supply ChainCompetitive DynamicsView in transcript →