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Reading: Exclusive-In rare move, California steps in to find buyer for Valero refinery to avoid closure, sources say
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24x7Report > Blog > Finance > Exclusive-In rare move, California steps in to find buyer for Valero refinery to avoid closure, sources say
Finance

Exclusive-In rare move, California steps in to find buyer for Valero refinery to avoid closure, sources say

Last updated: 2025/07/23 at 5:30 PM
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6 Min Read
Reuters
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By Nicole Jao, David French and Shariq Khan

NEW YORK (Reuters) -California authorities officers are looking for a purchaser for Valero Power’s Benicia refinery close to San Francisco, three sources aware of the matter mentioned, an uncommon effort because the clock ticks down on the corporate’s deliberate closure of the power in April.

The uncommon try by a state authorities to dealer the sale of privately-owned infrastructure displays its rising considerations over defending gas provides in probably the most populous U.S. state and maintaining a lid on costs, the place California’s almost 28 million drivers already pay among the many highest costs for gasoline within the nation.

California’s effort to avoid wasting the refinery from closing additionally marks a shift from the main focus of presidency coverage lately to champion inexperienced initiatives and limit fossil gas utilization, that has led to an usually tense relationship between the state and oil firms, together with the second-largest U.S. refiner by capability.

The state’s major power and coverage planning company, the California Power Fee (CEC), has actively sought patrons for the plant, three sources instructed Reuters, talking on situation of anonymity to debate non-public deliberations.

The CEC declined to say whether or not it’s engaged straight with patrons for the power however acknowledged it’s working to make sure the power stays open.

“CEC is participating with market gamers to discover pathways for the continued operation of in-state refineries,” the company mentioned in an emailed assertion.

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Valero, which studies earnings on Thursday, didn’t reply to remark requests.

Earlier this yr, Valero introduced its intention to stop operations by April 2026 on the 145,000-barrel-per-day San Francisco-area refinery amid worries about California’s declining gas provides and excessive gasoline costs.

The San Antonio, Texas-based refiner can also be reviewing whether or not to proceed operations at the remainder of its refineries in California, together with the 91,300-bpd Wilmington plant close to Los Angeles.

This comes after Phillips 66 mentioned final October it’s going to shut its Los Angeles-area refinery resulting from “market dynamics” and start in October winding down operations on the 139,000-bpd plant.

The 2 refineries, mixed, produce roughly 17% of the state’s gasoline provide. Their shutting, alongside different closures and refineries transformed to supply renewable fuels, like Phillips 66’s Rodeo facility final yr, will depart California much more depending on dearer gas imports that will additional drive up costs.

Common common gasoline costs in California on Wednesday have been $4.484 per gallon, the best within the nation, in line with business group AAA. The typical U.S. worth was $3.155 per gallon.

Research by the College of California Davis and the College of Southern California mentioned, respectively, the refinery closures might push common costs to $6 and $8 per gallon.

BUYER UNIVERSE

Business consultants have mentioned getting an settlement in place by the deliberate April closure of Benicia might be tough.

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A radical sale course of, together with enough time for bidders to do due diligence and negotiate an agreeable worth, historically takes place over a number of months. Even as soon as an settlement is reached, refinery gross sales usually take between three to 6 months to shut.

“It could be a fairly aggressive timeline to get it performed,” mentioned Skip York, chief power strategist at Turner, Mason & Co.

Among the many events contacted by CEC about Benicia is HF Sinclair, a supply mentioned. The refiner and gas distributor was in talks with Valero final summer season about buying Benicia, however negotiations collapsed over an environmental problem on the plant, two individuals aware of the matter mentioned.

HF Sinclair didn’t reply to requests for remark.

The CEC has additionally contacted events which have owned fuel-producing crops in Europe, a supply mentioned. The European Union’s strict environmental requirements would make them extra agreeable to working in California, a number of sources added.

The state authorities’s climate-first agenda has introduced California into battle with American power firms, which have criticized state insurance policies for creating tough enterprise circumstances and pushing up pump costs.

There have additionally been tensions between California’s inexperienced agenda and the federal authorities. Final month, U.S. President Donald Trump signed a congressional decision to dam the state’s landmark plan to finish the sale of gasoline-only automobiles by 2035. California and 10 different states have sued to problem the repeal.

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California’s power regulator final month really useful new guidelines to encourage extra non-public funding in gas imports and a pause on refiner revenue limits in response to Governor Gavin Newsom’s name for dependable gas provides and a bid to avoid wasting the struggling refiners within the state.

Newsom’s workplace declined to remark.

(Reporting by Nicole Jao, David French and Shariq Khan in New YorkEditing by Marguerita Choy)

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