Credit and interest ratesmixed · 1 filings
“The total amount available for borrowings under our senior secured credit facility at June 30, 2026 was $ 894.4 million, subject to compliance with covenants.”10-Q · Aug 6, 2026 ↗
Genesis Energy, L.P.
GEL
Market read
Genesis Energy, L.P.'s move is being confirmed by its market group.
No new filing conclusion is available. 2 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company-0.6% todayVolume comparison unavailable
Market group2 of 2 activeOil & Gas Logistics · active
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
Watch this read- At least 2 of 2 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as KGS begins moving with the group.
Invalidation: The live read weakens if participation falls to 1 of 2 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 2 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- At least 2 of 2 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as KGS begins moving with the group.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations314
Usable filing statements31
Verified relationships0
Evidence supporting the case
- Operating margin changed +5.6 percentage points in the latest annual period.
Evidence challenging the case
- Latest annual revenue changed -1.8% year over year.
- Net margin changed -23.2 percentage points in the latest annual period.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Aug 24, 2026
16.126m-8.6%12m-4.9%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.1B+16.5%$-1.96+0.0%
2022-12-31$2.8B+31.2%$-0.04+0.0%
2023-12-31$1.7B-38.3%$0.22-0.0%
2024-12-31$1.7B-3.5%$-1.24-0.1%
2025-12-31$1.6B-1.8%$-4.19+0.0%
What management says matters
Persistent and emerging business drivers
Demand and volumemixed · 1 filings
“In our sulfur services business, we experienced an increase in Segment Margin in the first six months of 2026 primarily due to an increase in the index-based NaHS sales prices and strong demand from our pulp and paper customers, which were partially offset by…”10-Q · Aug 6, 2026 ↗
Energy and commodity pricesmixed · 1 filings
“We have designated certain crude oil futures contracts as hedges of crude oil inventory due to our expectation that these contracts will be highly effective in hedging our exposure to fluctuations in crude oil prices during the period that we expect to hold t…”10-Q · Aug 6, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
16.12-0.6% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 24 Aug, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GEL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for GEL. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind GEL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
No filing peers are available for this name yet.
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What is moving around it
Live connections
GEL is currently a Early Follower in the organic co-movement group Oil & Gas Logistics. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.