Genesis Energy, L.P. (GEL)

Over the past six months, Genesis Energy LP's stock has been influenced by several events. In Q1 2025, the company missed earnings expectations, but management expressed optimism for the future. Genesis Energy participated in investor conferences in May and June 2025. Q2 2025 results showed year-over-year improvement in net loss, with the Shenandoah production facility start-up as a key highlight. The Shenandoah and Salamanca projects commenced production in July and September 2025, respectively. Quarterly distributions were declared in July and October 2025, maintaining $0.165 per common unit. Q3 2025 EPS missed forecasts, causing a stock dip, though the offshore segment performed strongly. As of November 26, 2025, GEL's stock price was $15.41, with a 52-week range of $9.86 to $17.77, showing a year-to-date return of 57.33% as of mid-October 2025, but technical indicators suggested downward pressure since July 8, 2025.

Demand seasonality for Genesis Energy LP's products and services varies across its segments. Crude oil and natural gas transportation demand is seasonal, with crude oil prices generally appreciating during the North American spring/summer and depreciating in the fall/winter. Marine transportation sees better tanker rates during the fourth and first quarters due to higher oil consumption in the Northern Hemisphere winter. Natural soda ash demand is relatively stable, but there can be seasonal procurement patterns in the flat glass and detergent sectors. The demand for industrial sodium hydrosulfide is influenced by raw material price fluctuations and environmental regulations.

Genesis Energy LP is a diversified midstream energy master limited partnership based in Houston, Texas, operating in the Oil & Gas Midstream industry. The company provides an integrated suite of midstream services to the crude oil and natural gas industry through four segments: Offshore Pipeline Transportation, Sodium and Sulfur Services, Onshore Facilities and Transportation, and Marine Transportation. The Offshore Pipeline Transportation segment transports and handles offshore crude oil and natural gas in the Gulf of Mexico. The Sodium and Sulfur Services segment produces natural soda ash and provides sulfur removal services. The Onshore Facilities and Transportation segment owns or leases onshore crude oil and refined products infrastructure. The Marine Transportation segment provides waterborne transportation services for petroleum products and crude oil in North America.

Genesis Energy LP's operations are primarily concentrated in the Gulf Coast region of the United States and the Gulf of Mexico. Its onshore crude oil pipeline systems span approximately 450 miles across Alabama, Florida, Louisiana, Mississippi, and Texas. The marine transportation segment operates along the Gulf Coast, East Coast, and major river systems in North America. The company also has operations in Wyoming related to its sodium minerals business.

Genesis Energy, L.P. released its 2024 Sustainability Report on October 30, 2025, detailing the company's progress in its corporate sustainability program and reviewing its performance against various sustainability topics and metrics. No specific events negatively or positively impacting Genesis Energy LP's brand reputation beyond this sustainability reporting were prominently found in the past year.

Genesis Energy LP has significant institutional ownership, with 153 institutional owners and shareholders holding 150,421,837 shares. Major institutional owners include ALPS Advisors Inc., Invesco Ltd., and JPMorgan Chase & Co. Individual investors hold approximately 10.3% of the company's shares. Recent insider trading activity shows a trend of net selling, with net activity of (10,724) shares in the last three months and (61,907) shares over the last 12 months.