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IIR North American Outlook: Potential for New Refinery Throughput Emerges



February 12, 2026–Written by Daniel Graeber for IIR Energy Intelligence (Sugar Land, Texas)–Industrial Info’s Global Market Intelligence (GMI) Database indicates more than 400,000 barrels per day (BBL/d) of capacity could be added to the North American Petroleum Refining Industry over the next five years, via new-build projects or unit expansions.

“We haven’t built a refinery in 10 years,” said Hillary Stevenson, Vice President of Energy Intelligence for Industrial Info. “But more capacity is expected with 170,000 BBL/d from unit expansions and another 255,000 BBL/d in new plants, though the latter is looking somewhat unlikely.”



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