Delta Refinery Fire Cuts Production, Impacts Q2 Earnings

Despite the fire, which occurred in a process unit’s pump room, the facility still contributed an 11-cent per share benefit to Delta’s bottom line during the quarter. The airline, which acquired the plant in 2012, relies on the site to supply jet fuel to its hubs at John F. Kennedy International and LaGuardia airports. Beyond direct production, the refinery trades gasoline, diesel, and heating oil with external parties to secure additional fuel supplies.

Delta’s adjusted fuel expense reached $4.4 billion for the quarter, a 77% increase over the same period in 2025. Looking ahead, Snell remains optimistic about the subsidiary’s role in the airline's long-term strategy, predicting that 2026 will rank among the refinery's most profitable years. The Trainer site remains a critical asset as one of three active refineries serving the New York Harbor spot market.