PBF PBF Energy Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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19:14
Aug 04
Aug 04
Watch U.S. refiners on product scarcity
Watch high-complexity U.S. refiners; export access, crude flexibility, and yield optionality benefit from product scarcity and elevated cracks, but no ownership language is present.
MED
15:00
Aug 04
Aug 04
The West Coast market is structurally short: Jones Act waivers allowing Gulf Coast product movement are insufficient to offset the loss of Asian imports, and with competitor turnarounds scheduled for Q3, regional cracks are expected to remain extremely elevated. — This signals an extended period of uniquely high West Coast refining margins, highlighting the pricing power of remaining regional operators like Marathon's LA and Pacific Northwest refineries.
MED
21:01
Jul 30
Jul 30
Watch U.S. complex refiners as positive read-through beneficiaries from Valero's Q2 2026 call.
Watch U.S. complex refiners as positive read-through beneficiaries from Valero's Q2 2026 call — favorable crude capture, tight global product inventories, and offline capacity support near-term estimate revisions. Research basket, no explicit author ownership.
MED
20:56
Jul 30
Jul 30
PBF is a positive read-through name with operating leverage, but no author position.
MED
21:12
Jul 13
Jul 13
Watch U.S. refiners as the sector exhibits structural scarcity but with terminal-value risk.
Watch U.S. refiners as the sector exhibits structural scarcity but with terminal-value risk; the author provides analysis but does not take a position.
MED
21:29
May 08
May 08
Reports a massive explosion and fire at PBF Energy refinery.
Reports a massive explosion and fire at PBF Energy refinery, a fundamental operational event that could impact production.
MED
19:37
Mar 18
Mar 18
The user is speculating that PBF Energy could benefit from a potential export ban.
HIGH
About PBF Analyst Coverage
Buzzberg tracks PBF (PBF Energy Inc.) across 4 sources. 0 bullish vs 0 bearish calls from 4 analysts. Sentiment: evenly split. 7 total trade ideas tracked. Past 7 days: 4 watch. Latest voices: TheValueist, Rick (SVP, Commercial), Steve Hanke.