Delek US Holdings: The Quiet Growth in the Shadow of Major Oil Refineries

Stable Logistics Anchor: The Delek Logistics (DKL) segment acts as a crucial risk buffer through fee-based cash flows and strategic assets in the Permian Basin, cushioning the high volatility of the refining business. Efficiency Turbo EOP: Through the Enterprise Optimization Plan, the company achieves significant cost reductions and efficiency improvements that sustainably enhance operating margins and increase short-term earnings potential beyond cyclical market fluctuations. Cyclical Profit Opportunity: Despite the logistics buffer, DK remains...