Scenarios that move PBF
PBF Energy Inc. Class A Common Stock
Scenarios that move PBF: 35 analyses, 19 positive, 16 negative.
- · ExxonMobil expects refining profits to jump $4.5 billion — ▲ · impact +78 · confidence high · horizon immediate
- · ◇ What if… Iran and Oman reach Hormuz agreement by October 31 — ▲ · impact +35 · confidence low · horizon weeks
- · US blockade keeps Iranian crude exports at zero in October — ▼ · impact -40 · confidence low · horizon quarters
- · Americas face heavy-oil glut as freight squeeze disrupts trade — ▲ · impact +75 · confidence medium · horizon immediate
- · ◇ What if… Iran reaches Hormuz agreement as Democrats win Senate — ▲ · impact +55 · confidence low · horizon weeks
- · ◇ What if… US imports Russian diesel by October 31 — ▼ · impact -69 · confidence high · horizon immediate
- · Delta Air Lines Q3 earnings miss estimates as fuel costs hurt margins — ▲ · impact +55 · confidence low · horizon immediate
- · Ryanair warns insanely higher jet fuel costs could persist into 2028 — ▲ · impact +74 · confidence low · horizon immediate
- · Shell sees record-high refining margins in third quarter — ▲ · impact +76 · confidence high · horizon immediate
- · US EIA hikes oil price forecasts as Iran war drains stockpiles — ▼ · impact -45 · confidence low · horizon weeks
- · Petrobras stock rises 11.5% in trading — ▼ · impact -50 · confidence low · horizon weeks
- · Putin says Russia will withhold diesel exports until sanctions lifted — ▲ · impact +82 · confidence medium · horizon immediate
- · ◇ What if… Saudi Arabia restarts East-West oil pipeline by October 15 — ▲ · impact +45 · confidence low · horizon weeks
- · Projectiles hit three oil tankers in Strait of Hormuz — ▼ · impact -54 · confidence low · horizon immediate
- · US to loan up to 40 million barrels from SPR — ▲ · impact +70 · confidence medium · horizon immediate
- · Trump backs diesel export ban as fuel prices hit records — ▼ · impact -76 · confidence high · horizon immediate
- · Vessel traffic through Strait of Hormuz falls to two — ▼ · impact -60 · confidence low · horizon immediate
- · ◇ What if… Iran undergoes leadership change by December 31 — ▲ · impact +34 · confidence low · horizon quarters
- · Global diesel prices hit records as further rises loom — ▲ · impact +80 · confidence medium · horizon immediate
- · Global diesel shortage likely to persist into 2027 — ▲ · impact +83 · confidence medium · horizon immediate
- · ◇ What if… Delcy Rodríguez leads Venezuela at end of 2026 — ▼ · impact -55 · confidence low · horizon weeks
- · ◇ What if… Nicolás Maduro remains Venezuela's leader at end of 2026 — ▼ · impact -70 · confidence low · horizon quarters
- · ◇ What if… Xavier Becerra wins California’s 2026 governor election — ▼ · impact -72 · confidence medium · horizon quarters
- · ◇ What if… Iran charges fees for Strait of Hormuz passage by October 31 — ▼ · impact -48 · confidence low · horizon weeks
- · ◇ What if… Saudi Arabia restarts East-West oil pipeline by September 30 — ▲ · impact +56 · confidence low · horizon weeks
- · Houthis strike Saudi targets as Hormuz talks stall — ▼ · impact -44 · confidence low · horizon weeks
- · Dangote launches Africa’s biggest oil refinery as ‘people’s IPO’ — ▼ · impact -49 · confidence high · horizon quarters
- · ◇ What if… WTI crude oil reaches $100 in September — ▼ · impact -58 · confidence low · horizon immediate
- · US EIA raises oil forecasts as Iran war drains stockpiles — ▼ · impact -45 · confidence low · horizon weeks
- · ◇ What if… US and Iran reach a final nuclear deal by December 31 — ▲ · impact +84 · confidence low · horizon weeks
- · US-Iranian strikes push Strait of Hormuz traffic to lowest since May — ▼ · impact -45 · confidence low · horizon weeks
- · Ukraine and Iran wars push diesel to record highs — ▲ · impact +77 · confidence medium · horizon immediate
- · Renewed US-Iran strikes lift oil and diesel prices — ▲ · impact +72 · confidence low · horizon immediate
- · ◇ What if… US announces end of Iranian blockade by September 30 — ▲ · impact +61 · confidence low · horizon weeks
- · ◇ What if… Federal Government Bans All Crude Oil Exports Effective Immediately — ▲ · confidence high