DINO
Oil & Gas Refining & Marketing · Energy
Analyst
Piper Sandler
Equibles does not estimate personal net worth.
Ryan Todd is recorded as Analyst at Piper Sandler. Ryan Todd has spoken on 19 earnings calls across 9 companies, most recently for Delek US Holdings, Inc. on February 27, 2026. Those appearances were for HF Sinclair Corp (DINO), PBF Energy Inc. (PBF), Phillips 66 (PSX), Conocophillips (COP), Delek US Holdings, Inc. (DK) and 4 other companies. The companies whose calls Ryan Todd spoke on are classified in the Energy sector.
“I know you've touched on this in some of the things already, but obviously margin capture was very strong across multiple regions.”
“Great thanks and then maybe separately you know congratulations on on the marketing JV that you announced. Can you provide some color on what you see as potentially the tangible benefits of the partnership, what the platform may allow you to do in terms of driving additional growth in the region or elsewhere?”
“Maybe a follow-up on the refinery business improvement initiative, the RBI as well, of the can you maybe provide a little more color granularity of like of the 230 million that run rate that you've captured today could you bucket you know kind of where you've seen those improvements what have been the biggest drivers…”
“Can you talk about how you think about lower 48 activity levels and commodity price? As you highlight in your presentation, you clearly have a tremendous amount of high-quality drilling inventory.”
“Maybe if I could ask one on an asset you mentioned earlier and has also been in the news, Banga Southwest, I think reports have suggested that you're targeting the 2027 FID there in Nigeria.”
Piper Sandler
Analyst
Source not stated
DINO
Oil & Gas Refining & Marketing · Energy
PBF
Oil & Gas Refining & Marketing · Energy
PSX
Oil & Gas Refining & Marketing · Energy
COP
Oil & Gas E&P · Energy
Oil & Gas Refining & Marketing · Energy
SHEL
Oil & Gas Integrated · Energy
CVX
Oil & Gas Integrated · Energy
Oil & Gas Refining & Marketing · Energy
Oil & Gas Refining & Marketing · Energy