Rudy Lai
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AI @ Valero Energy

Refining giant
Industry
Last updated
July 3, 2025 at 10:44 AM

Summary

  • Valero Energy has progressively integrated AI technologies from 2023 through 2025, focusing on optimizing energy consumption, enhancing operational efficiency, and exploring renewable fuels and battery initiatives, reflecting a trend of increasing AI adoption especially in energy management and refining processes.
  • Significant financial figures include a trading volume surge to $543 million in Q2 2025 and recognition for AI-driven energy savings up to 20% at Globe's Valero Telepark in Q1 2025, indicating tangible business impact. Valero maintains a strong market position with positive analyst outlooks by Q3 2025 despite mixed signals.
  • Key partnerships and projects in late 2024 and 2025 include leveraging AI with Aspen HYSYS for operational excellence, collaboration with Mako Networks for security services, and focusing on renewable energy through Diamond Green Diesel, showcasing commitment to sustainability and innovative technologies.

VIBE METER

More AI announcements = more VIBE
Q1 23Q2 23Q3 23Q4 23Q1 24Q2 24Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25🔥🔥🔥🔥

5 AI Use Cases at Valero Energy

Renewable Integration
2025
Traditional
Generative
Agentic
Outcome
Valero explores AI to support renewable fuels and battery storage initiatives, aiming to advance energy transition efforts and enhance sustainability in its product portfolio. [1][2]
Energy Trading
2025
Traditional
Generative
Agentic
Outcome
Revenue
Valero utilizes AI-driven predictive analytics and market data to optimize its trading strategies, enhancing investment decisions and adapting to market fluctuations effectively. [1][2]
Security Enhancement
2024
Customer Facing
Traditional
Generative
Agentic
Outcome
Risk
Partnering with Mako Networks, Valero applies AI-driven security solutions to protect payment services at branded stations, reducing risk and improving customer transaction safety. [1]
Operational Efficiency
2024
Traditional
Generative
Agentic
Outcome
Costs
AI-based modeling and simulation tools such as Aspen HYSYS combined with AI enable Valero to improve refinery operations, manage process parameters better, and enhance overall operational excellence. [1]
Energy Optimization
2024
Traditional
Generative
Agentic
Outcome
Costs
Valero employs AI to analyze energy consumption patterns across its operations and predict energy usage needs, enabling optimized energy consumption that results in cost savings and increased operational efficiency. [1][2][3]

Timeline

2025 Q4

1 updates

Valero Energy tops earnings expectations; company continues emphasizing AI in strategic outlook though not detailed; exploration of valuation amid AI-driven healthcare stock market innovations noted.

2025 Q3

2 updates

Stock shows an uptrend with 18% increase over three months; Valero explores deeper AI initiatives in refining and sustainability with improved valuation metrics; AI seen as opportunity to complement expertise; mixed analyst sentiment noted.

2025 Q2

2 updates

Trading volume surges by 114.95% to $543 million indicating increased investor interest; company advances in storage and battery initiatives focused on renewable fuels and energy transition strategies.

2025 Q1

1 updates

AI-driven energy management at Globe’s Valero Telepark achieves up to 20% annual energy savings; financial outlooks improve with positive analyst upgrades; usage of AI approaches begins extending to supplier/vendor matchmaking and operational efficiencies.

2024 Q4

4 updates

Valero engages in multiple AI-driven projects including energy efficiency roadmaps utilizing Aspen HYSYS; partnership with Mako Networks for enhanced payment and security systems; involvement in DOE’s $67 million AI science investment; and sustainable aviation fuel modeling with AI.

2024 Q3: no updates

2024 Q2

1 updates

Investor-focused discussions highlight AI’s role in enhancing investment models and workflows related to Valero’s energy sector presence.

2024 Q1

1 updates

Valero begins applying AI to optimize energy consumption across its facilities, using pattern analysis and predictive methods to enhance efficiency.

2023 Q4: no updates

2023 Q3: no updates

2023 Q2

1 updates

Initial public recognition of AI’s role in energy transition and consumption patterns, establishing industry context without direct Valero-specific AI applications.