HF Sinclair Corporation (DINO) — ESG & Values Scores

Environment story

HF Sinclair operates seven complex refineries processing 678,000 BPSD of crude oil with significant direct refining emissions. The company discloses Scope 1 and 2 emissions implicitly through regulatory compliance discussion but provides no explicit quantified Scope 1/2 figures or a disclosed net-zero target year. Scope 3 emissions (product usage) are not quantified or assessed. Renewable diesel operations (378 million gallons/year capacity) represent a low-carbon product offering but comprise a small portion of overall refining output. No evidence of formal decarbonization infrastructure investments beyond renewable diesel units. The company faces a 2025 EPA/DOJ Consent Decree requiring $30M in mitigation measures at Navajo Refineries, signaling historical environmental compliance violations. No disclosure of carbon offset reliance or renewable energy percentages. Greenwashing risk is moderate: the company emphasizes renewable diesel as a climate benefit but does not disclose absolute emissions reduction or commit to near-term net-zero targets. Environmental score penalized for absent net-zero disclosure (−15), undisclosed Scope 3 (−15), and Navajo Refineries consent decree (−10 for severity of water/habitat remediation requirements).

Criticisms on file

EPA/DOJ/New Mexico Environment Department 2025 Consent Decree at Navajo Refineries
Source: DINO 10-K Item 7 MD&A; 'Capital expenditures attributable to compliance with government regulations'; company committed to $30M in injunctive relief and mitigation measures for 2026.
Benzene Fence-Line Monitoring Enforcement Alert (Sept 2025)
Source: DINO 10-K Item 1A Risk Factors; EPA Benzene Enforcement Alert highlighting fence-line monitoring at petroleum refineries as enforcement priority.
Complex refining operations with high operational carbon intensity
Source: DINO 10-K Item 1 & 2 Business Overview; 678,000 BPSD crude processing capacity across seven refineries; no disclosed Scope 1/2 emissions reduction targets or absolute emission levels.

Disclosed initiatives

Renewable Diesel Production

Operates three renewable diesel units (Cheyenne, Artesia, Sinclair) with combined capacity of approximately 378 million gallons per year. Renewable diesel has 50–80% lower lifecycle GHG emissions than conventional diesel depending on feedstock.

Low-carbon fuel supply; helps California LCFS, Oregon CFP, Washington CFS, and New Mexico CTFS compliance for refined-product customers; does not directly decarbonize company operations.
Clean Fuel Standard Compliance Programs

Participates in California LCFS, Oregon CFP, Washington CFS (accelerated to 45% reduction by 2038 as of 2025), and New Mexico CTFS (20% reduction by 2030). Purchases LCFS/CFP/CFS credits to offset deficit from higher-CI fuels.

Supports regional low-carbon fuel mandates but increases operating costs; does not reduce company's Scope 1/2 emissions.
Blender's and Producer's Tax Credit Compliance

Renewable diesel products qualified for Section 6426 blender's tax credit (expired 12/31/2024). Extended by Inflation Reduction Act to 2024; Section 45Z Producer's Tax Credit active through 2029 under One Big Beautiful Bill Act signed 7/4/2025.

Tax incentive support for renewable diesel production; improves economics but does not reduce direct emissions.

Social story

HF Sinclair employs 5,165 people globally (4,301 US, 656 Canada, 208 Europe) as of 12/31/2025. The company reports 1,588 employees (30.8%) covered by collective bargaining agreements with no material labor disputes or strikes in the past 24 months, indicating stable union relationships. CEO-to-median-worker pay ratio is not disclosed; without this data, a 15-point deduction for potential excess compensation cannot be applied deterministically. Leadership diversity metrics are not disclosed (executive/board women or URM percentages unknown), preventing calculation. The company emphasizes an inclusive culture with four employee resource groups (Women in Energy, Veterans in Energy, Family Caregivers in Energy, Cultural Awareness in Energy) and reports OSHA combined total recordable incident rate declined 39% over five years, signaling strong safety performance. Supply-chain human-rights hazards are not disclosed; the company is not directly exposed to cobalt/lithium mining (refining/lubricants focus). No evidence of union suppression; instead, the filing states management maintains positive working relationships with local unions. Score reflects absence of deductions for active labor disputes (−20 not applied), lack of disclosed diversity metrics (−15 applied as conservative penalty), and positive safety trajectory (+5 uplift from standard 100). Overall assessment: moderate social commitment with incomplete transparency on pay equity and leadership diversity.

Criticisms on file

No material criticisms on file for this pillar.

Disclosed initiatives

One HF Sinclair Culture & Values

Company culture framework emphasizing five core values: safety, integrity, teamwork, ownership, and inclusion. Safety designated as first priority with 'Goal Zero' vision and Operational Excellence Management System.

Cultural framework supporting employee engagement and safety; OSHA recordable incident rate declined 39% over five years ended 12/31/2025.
Employee Resource Groups (ERGs)

Four voluntary, employee-led ERGs: Women in Energy, Veterans in Energy, Family Caregivers in Energy, Cultural Awareness in Energy. Open to all employees; focus on talent development, networking, and leadership opportunities.

Supports inclusion and internal talent development; no quantified impact on diversity hiring or promotion rates disclosed.
University Recruiting & Diversity Talent Acquisition

University recruiting team partnerships with diversity-focused student and alumni groups to expand recruitment pool for diverse candidates.

Early-stage pipeline building for diverse talent; scope and effectiveness metrics not disclosed.
Health & Safety Education & Training

Ongoing employee and contractor safety education and training programs; specific workplace safety goals set and tracked. Environmental, Health, Safety (EHS) Leadership Council (including CEO) sets EHS strategy and oversees performance.

39% reduction in OSHA combined total recordable incident rate over five years ended 12/31/2025; demonstrates effective safety management.
Comprehensive Total Rewards Programs

Competitive benefits including health care, retirement savings (401k equivalent), vacation/holidays, income protection, and work-life balance benefits. Tailored to country-specific market practices (US, Canada, Netherlands).

Supports employee well-being and financial security; no detailed comparison to industry benchmarks disclosed.
Training & Development Programs

Accelerate (LinkedIn Learning curated e-learning), Refine (instructor-led professional development), Front Line Leadership Development, Catalyst (new-leader cohort), Leading the HF Sinclair Way (senior leader development).

Comprehensive career development pathway; supports internal promotion and retention; no turnover rate or effectiveness metrics disclosed.

Governance story

HF Sinclair maintains a single-class share structure with no dual-class voting disparities (governance structure not penalized −20). Board independence percentage is not explicitly disclosed; filing references Board of Directors and multiple Board committees (Audit, Compensation, Nominating/Governance/Social Responsibility, Finance, EHS/Public Policy) but does not quantify independent director percentages. Lobbying expenditures are not quantified in the filing; however, the company discloses active involvement in regulatory and trade association participation around fuel standards (RFS, LCFS, CFP, CFS, CTFS), which implicitly involves advocacy. No active antitrust, consumer-safety, or financial-fraud regulatory proceedings are reported as material. The company has not disclosed active litigation to block shareholder climate proposals. In February 2026, the Board disclosed that CEO Tim Go took voluntary leave due to concerns about his communications during 2025 disclosure processes; CFO Atanasov also took voluntary leave on 2/24/2026 due to concerns about his conduct during the review process. The Board subsequently appointed interim leadership. These governance matters do not rise to the level of a formal antitrust/financial-fraud proceeding but reflect internal controls and tone-at-top vulnerabilities. Score reflects penalty for non-disclosed board independence (−15 applied conservatively), absence of active shareholder proposal blocking litigation, and absence of quantified lobbying spend targeting environmental deregulation (−15 not applied due to lack of explicit anti-climate lobbying disclosure). The recent executive transition and disclosure process concerns create governance risk not fully captured in rigid scoring rules.

Criticisms on file

CEO Tim Go voluntary leave of absence (2/17/2026) and CFO Atanas Atanasov voluntary leave (2/24/2026) due to governance concerns
Source: DINO 10-K Item 7 MD&A section 'HF Sinclair Management and Audit Committee Process'; Board accepted voluntary leaves citing concerns about 'tone at the top' in 2025 disclosure processes and actions affecting review viability.
Audit Committee assessment of disclosure process controls (January–February 2026)
Source: DINO 10-K Item 7 MD&A; Audit Committee engaged in assessment of matters relating to disclosure processes for 4Q and full-year 2025; concluded disclosure controls are effective after review.

Disclosed initiatives

Corporate Governance Guidelines & Board Charters

Company maintains published Corporate Governance Guidelines, Audit Committee Charter, Compensation Committee Charter, Nominating/Governance/Social Responsibility Committee Charter, Finance Committee Charter, and Environmental/Health/Safety/Public Policy Committee Charter. Code of Business Conduct and Ethics applies to all officers, employees, and directors.

Establishes formal governance structure and ethical standards; specific independence and effectiveness metrics not disclosed in 10-K.
Environmental, Health, Safety & Public Policy Committee Oversight

Board-level committee provides oversight of company strategies and performance in EHS and public policy areas.

Board-level accountability for environmental and social policy; does not quantify climate/ESG strategy effectiveness.
Compensation Committee Oversight of Pay Equity & Talent Management

Compensation Committee periodically reviews strategies and practices regarding equal employment opportunity, talent/performance management, pay equity, employee engagement, and executive succession planning.

Formal oversight structure for compensation fairness; no quantified pay equity gap or CEO-to-worker ratio disclosed.
Nominating, Governance & Social Responsibility Committee Human Rights Oversight

Committee oversees company policies and practices regarding human rights in operations and supply chain.

Formal governance structure for supply-chain human-rights risk; no detailed audit or findings disclosed.

These are Missionomics' own editorial scores — directional signals built from disclosed facts under a published method, not certifications or definitive ratings of HF Sinclair Corporation. Coverage and confidence vary by data point, and figures can lag real-world changes. Read the full Methodology for sourcing, scoring, and correction details — or open HF Sinclair Corporation in the app for interactive charts and portfolio building.

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