have been trying to convert AWAY FROM "fossil fuels" so these companies have been looking into the future and whether the expenditures (including uncapping wells, building more oil platforms to drill, and creating more refineries) would have any good ROI when it comes time to bringing that all online, when millions of "cheap" Chinese EVs are starting to proliferate.
That is why the U.S. oil companies have been "meh" about all those leases that 45 snatched from various places and handed to them.
Meanwhile, nuclear has suddenly been resurrecting - NJ just declared the moratorium on new nuke plants there, dead - Gov. Sherrill signs bill to end de facto moratorium on new nuclear plants
Add all the wind and solar and the energy industry is going through disruptions in the flux (physics term - had to take 3 semesters of it 
)
You do have airlines that have their own refineries for jet fuel. For example, about 15 years ago, Delta Airlines bought a ConocoPhillips refinery just outside of Philly for jet fuel -
So perhaps other airlines may need to consider that since they are the biggest users of a critical fraction of crude being refined. And since there really aren't any commercial "EV" airplanes, that transportation sector is going to continue to need a crude refinery for fuel as long as their tech is predominately designed to use it.
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