Stock Markets February 2, 2026

Steelworkers Hold Off on Accepting Marathon’s Final U.S. Refinery Contract Offer

Union to consult members nationwide after Marathon proposes a 15% pay increase over four years

By Maya Rios
Steelworkers Hold Off on Accepting Marathon’s Final U.S. Refinery Contract Offer

The United Steelworkers has not accepted or rejected the most recent proposal from Marathon Petroleum for a new four-year labor agreement covering U.S. refineries and chemical plants. The offer, presented in talks on Sunday, would deliver a cumulative 15% pay increase for roughly 30,000 USW-represented employees and includes a $2,500 signing bonus. The union’s policy committee will consult members nationwide as discussions continue under rolling contract extensions.

Key Points

  • USW has neither accepted nor rejected Marathon Petroleum’s most recent four-year contract proposal for U.S. refinery and chemical plant workers.
  • The proposal would deliver a total 15% pay increase over the contract term for approximately 30,000 USW-represented employees and includes a $2,500 signing bonus.
  • Marathon, negotiating on behalf of 26 companies including Exxon Mobil, Chevron and Valero, is the largest U.S. refiner at 16% of national capacity; USW sites account for nearly two-thirds of U.S. refining capacity of 18.3 million bpd - impacting the refining and energy sectors.

The United Steelworkers (USW) has neither accepted nor rejected the latest contract proposal from Marathon Petroleum for a four-year labor agreement covering U.S. refinery and chemical plant employees, people familiar with the negotiations said on Monday.

The proposal, presented in negotiations on Sunday, would amount to a 15% increase in pay over the life of the contract for about 30,000 workers represented by the USW, according to the people familiar with the talks. In addition to the pay increases, the package would include a $2,500 signing bonus while keeping other terms unchanged from prior agreements.

Marathon is serving as the lead negotiator on behalf of a bargaining group of 26 companies that includes Exxon Mobil, Chevron and Valero Energy. Marathon is the largest refiner in the United States, accounting for 16% of national refining capacity, the sources said.

USW-represented employees operate sites that together represent nearly two-thirds of the country's refining capacity, measured against a national total of 18.3 million barrels per day (bpd). The contract reached between Marathon and the USW will also set the framework for contracts to be negotiated by other unions within the sector, the people said.

Marathon and the USW did not immediately respond to requests for comment on Monday, according to the people familiar with the situation.

The financial structure of Marathon’s most recent offer specifies an hourly wage increase of 4% in the first year, followed by 3.5% increases in both the second and third years, and a further 4% raise in the fourth year. Sources noted that the average pay for an inside operator at a refinery is about $50 an hour.

The USW’s National Oil Bargaining Program policy committee - the body delegated to approve any agreement - is planning a series of meetings with union members across the United States to review and discuss the Marathon proposal.

The last offer arrived hours after the existing contract was due to expire at 12:01 a.m. on Sunday. Ahead of that deadline, the Steelworkers agreed on Saturday to enact rolling 24-hour extensions of the current contract. Those extensions remain in place until either the union gives notice cancelling the extensions and signaling intent to strike, or Marathon gives notice of intent to lock out workers, the people said.


Context for markets and industry participants

The negotiations involve a significant portion of U.S. refining capacity and the outcome will establish terms used in subsequent talks across the sector.

Risks

  • Potential for escalation to a strike or lockout if either side gives notice to end rolling extensions - this could disrupt refining operations and affect energy supply chains.
  • Uncertainty while the USW’s National Oil Bargaining Program policy committee consults members nationwide - prolonged negotiations may create operational and market uncertainty for refiners and related midstream businesses.
  • The outcome will set terms for other unions negotiating in the sector - an unfavorable settlement for companies could raise labor costs across the refining and petrochemical industries.

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