DI
DINO
DINO What HF Sinclair promised, and what happened
Guidance
What management said, and what became of it
15 of 17 judged targets kept · 19 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Lubricants & Specialties price recovery actions to offset feedstock cost inflation | continue pursuing additional price recovery actions through the second quarter | Mar 2026 | we took multiple pricing actions throughout the quarter | Achieved |
| Final investment decision on PADD 4/PADD 5 midstream expansion Phase 1 | FID by midyear 2026 | Sep 2025 | We're still advancing towards taking FID on Phase 1 this year. | Missed |
| PADD 4/PADD 5 midstream expansion Phase 1 in service (35,000 bpd into Nevada) | online in 2028 | Sep 2025 | We expect that the first phase would increase capacity by approximately 35,000 barrels per day to move supply from Rockies production into Nevada and is targeted to be online in 2029. | Delayed |
The full ledger
Open HF Sinclair’s full ledger
A free account opens 5 company ledgers a month. All 36 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 36 tracked commitments for HF Sinclair
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.