Which U.S. Gulf Coast refineries currently list delayed coker and hydrocracker units on their most recent asset inventories?
Executive summary
No provided source contains a contemporaneous, line‑item "asset inventory" that explicitly marks delayed coker or hydrocracker units as delayed; therefore it is not possible from the reporting supplied to produce a verified list of Gulf Coast refineries that “currently list delayed coker and hydrocracker units” in their most recent asset inventories [1] [2]. What the reporting does supply is a roster of Gulf Coast sites that are known to host coking and hydrocracking capacity and recent dispatches about turnarounds or maintenance that could imply, but do not legally equate to, “delayed” assets on company inventories [3] [4] [5].
1. What the user is actually asking — and the limits of the record
The question targets a specific accounting disclosure: whether refinery asset inventories list units (delayed cokers/hydrocrackers) as delayed; that requires access to corporate asset schedules, SEC/filing disclosures or an explicit inventory release — none of the supplied articles reproduces such inventories or quotes company asset‑inventory line items showing “delayed” status, so the record is silent on the direct, documentable answer [1] [2].
2. Who on the Gulf Coast is demonstrably built for coking and hydrocracking
Multiple pieces identify specific Gulf Coast refineries and operators that possess coker and hydrocracker capability: Valero’s Port Arthur and Corpus Christi and St. Charles sites are cited as large takers of heavy Venezuelan barrels and are described as having coking capacity; Marathon’s large facilities in Garyville, Louisiana and Galveston Bay, Texas are likewise singled out for sizeable coker capacity; Reuters and Energy Intelligence together name a geographic band of Gulf refineries from Corpus Christi to Pascagoula as configured for heavy sour crude — all of which implies the physical presence of cokers and hydrocrackers at those sites [3] [4] [6].
3. Recent maintenance reports that could create “delayed” components — reporting does not equal inventory notation
Trade reporting chronicles turnarounds and deferred maintenance that can leave conversion units offline or postponed — for example, Q4 2025 reporting notes deferred turnaround at Citgo Lake Charles and other scheduled outages around Port Arthur and Baton Rouge — but those accounts are operational updates, not copies of corporate asset inventories that mark units as “delayed” [5]. Industry commentary warns that retooling cokers/hydrocrackers can take months, indicating plausible reasons for delays if owners choose to defer work, but the sources stop short of stating owners have recorded those items as delayed in formal inventories [3].
4. Market context — why cokers and hydrocrackers matter and who benefits from reporting emphasis
Analysts and market intelligence underscore that cokers and hydrocrackers are the chokepoints for processing heavy sour crude and that only a subset of Gulf Coast refiners are configured for deep conversion; coverage emphasizing readiness to run Venezuelan heavy crude serves commercial narratives (refiners positioning themselves to capture discounted barrels) and geopolitical angles (renewed Venezuelan flows), so filings or public statements about unit capability may be driven by commercial signaling rather than by impartial asset accounting [7] [8] [3]. Commentary from Argus and Energy Intelligence also shows that shifts in heavy crude supply and fuel‑grade coke markets can influence whether refiners run or idle conversion trains, but again those are market analyses, not inventory attestations [9] [3].
5. Direct answer — what can be stated with confidence from the supplied reporting
From the supplied sources it cannot be stated that any Gulf Coast refinery “currently lists delayed coker and hydrocracker units” on its most recent asset inventory because no supplied source reproduces such inventories or quotes companies doing so; what can be stated is that major Gulf Coast sites with known coker/hydrocracker capacity include Valero (Port Arthur, Corpus Christi, St. Charles), Marathon (Garyville, Galveston Bay), ExxonMobil Baton Rouge and TotalEnergies Port Arthur among others, and that recent reporting documents deferred turnarounds and maintenance activity at some of these sites — facts that make “delayed” entries plausible but unverified by the supplied documents [3] [4] [5] [10].
6. What a definitive answer would require and where to look next
A definitive, auditable answer requires the most recent corporate asset inventories or regulatory filings (company 10‑Ks/10‑Qs, investor presentations, or state permitting/inspection reports) that specifically mark unit status; complementary sources would be EIA asset registries and direct company communications referenced to dates (the EIA maintains Gulf Coast refinery capacity and utilization data) — the supplied reporting points to where such documents might be found but does not substitute for them [1] [2].