Delek Holds Tyler Refinery Capacity at 75,000 BPD

Delek U.S. Holdings said it has no plans to increase capacity at its Tyler refinery despite a Defense Production Act announcement.

Updated on Nov. 10, 2026 in Oil and Gas

Wide photograph of an East Texas refinery with steel distillation towers and cylindrical storage tanks linked by pipe manifolds, surrounded by flat fields and pine trees under warm afternoon light. — Delek U.S. Holdings said on its third-quarter earnings call it has no plans to raise capacity at its 75,000-barrel-per-day Tyler refinery, despite Vice President JD Vance's Defense Production Act announcement. AI Illustration. Upload story photo >

Live Poll

Do you think government deals with oil companies help lower fuel costs for drivers?

Delek U.S. Holdings said on its third quarter 2026 earnings call that it has no plans to increase capacity at its Tyler refinery, which remains at 75,000 barrels per day. The statement came after Vice President JD Vance announced an agreement with Delek to expand Tyler production under the Defense Production Act.

Why it matters

The conflicting accounts leave unclear whether federal support will change output at the Tyler plant. For residents and workers in Tyler, the company's position signals that the refinery's operations are being shifted between product types rather than expanded.

Delek reports the Tyler refinery's crude capacity remains 75,000 barrels per day, with no material capital expenditures disclosed. The company did not explain how the Defense Production Act agreement will apply given that no federal funds are expected to expand the Tyler business.

The players

Delek U.S. Holdings

Delek U.S. Holdings is a Brentwood, Tennessee-based independent refiner that operates the Tyler refinery in East Texas.

Avigal Soreq

Avigal Soreq is the chief executive officer of Delek U.S. Holdings who addressed the refinery plans on the earnings call.

JD Vance

JD Vance is the Vice President of the United States who announced the Defense Production Act agreement with Delek at a Tyler rally.

The details

Delek CEO Avigal Soreq said during the call that Defense Production Act funds will not be used to expand the Tyler business and that the company is shifting between product types at the refinery. Vance had announced the agreement at a midterm rally in Tyler on October 13.

October 13, 2026: Vance announces the Defense Production Act agreement at a Tyler rally.
November 6, 2026: Delek holds its third quarter earnings call and states it has no plans to increase Tyler capacity.

Industry Dynamics

The Defense Production Act, invoked to direct industrial output during national emergencies, is being applied here to a single refinery's expansion. Delek's denial of new capacity suggests the gap between federal announcements and realized refining output may be wider than political rallies imply.

Tyler residents should not expect new refining jobs or local output growth from the Defense Production Act announcement, since Delek says no funds will expand the Tyler business. The company's shift between product types may still affect the fuels available from the plant.

The takeaway

Federal production announcements do not always translate into plant-level expansion. Readers tracking the Tyler refinery should watch company filings for any capital spending disclosures in future quarters.