PBF PBF Energy Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
19:14
04 авг
04 авг
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.
Сред.
15:00
04 авг
04 авг
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.
Сред.
21:01
30 июл
30 июл
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.
Сред.
20:56
30 июл
30 июл
PBF is a positive read-through name with operating leverage, but no author position.
Сред.
21:12
13 июл
13 июл
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.
Сред.
21:29
08 мая
08 мая
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.
Сред.
19:37
18 мар
18 мар
The user is speculating that PBF Energy could benefit from a potential export ban.
Выс.
Об аналитическом покрытии PBF
Buzzberg отслеживает PBF (PBF Energy Inc.) в 4 источниках. Бычьих сигналов: 0, медвежьих: 0, от 4 аналитиков. Сентимент разделён поровну. Всего отслеживается 7 торговых идей. За последние 7 дней: наблюдение: 4. Последние спикеры: TheValueist, Rick (SVP, Commercial), Steve Hanke.