NYSE:PBFOil and Gas
Are Conflicting PBF (PBF) Ratings Masking a Deeper Shift in Its Decarbonization Risk Profile?
PBF Energy has recently grappled with conflicting analyst views, as Wolfe Research downgraded the refiner on sector headwinds while Mizuho upgraded its rating amid ongoing margin and demand uncertainties in US refining.
At the same time, the company has highlighted climate and transition themes through its 2025 TCFD report and continued renewable-fuels efforts, underscoring how environmental policy and decarbonization risks are increasingly central to its long-term outlook.
We’ll now examine...