Key Takeaways Persistent fuel shortages and refinery closures enable premium pricing and higher margins, positioning PBF for outsized revenue and profitability growth over the long term. Underutilized land assets and investments in renewable fuels offer significant opportunities for diversified earnings and structural cost and efficiency advantages.Read more
Key Takeaways Tightening global supply and recent refinery closures enhance PBF's pricing power and boost the value of its U.S. refining assets. Cost savings initiatives, renewable fuel growth, and strong liquidity position support margin expansion, new revenue streams, and long-term shareholder value.Read more
Key Takeaways Accelerating decarbonization, stricter regulations, and aging assets threaten core refining operations, increasing costs and shrinking future revenue opportunities. Limited diversification into renewables leaves the company vulnerable to demand shifts, industry overcapacity, and long-term margin pressure.Read more
PBF Energy Inc., through its subsidiaries, engages in refining and supplying petroleum products. The company operates through two segments, Refining and Logistics. It produces gasoline, ultra-low-sulfur diesel, heating oil, diesel fuel, jet fuel, lubricants, petrochemicals, and asphalt, as well as unbranded transportation fuels, petrochemical feedstocks, blending components, and other petroleum products. The company sells its products in Northeast, Midwest, Gulf Coast, and West Coast of the United States, as well as in other regions of the United States, Canada, Mexico, and internationally. It is also involved in the provision of various rail, truck, and marine terminaling services, as well as pipeline transportation and storage services. The company was founded in 2008 and is based in Parsippany, New Jersey.
