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PBF Energy stock soars nearly 200% YTD amid strong Q3 outlook and ongoing global fuel supply risks

Market News
18 Sep 2026
Seeking Alpha
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Bullish
PBF Energy stock soars nearly 200% YTD amid strong Q3 outlook and ongoing global fuel supply risks

PBF Energy's stock has surged nearly 200% year-to-date, driven by strong third-quarter profit projections and persistent attacks on Russian and Middle Eastern fuel infrastructure. This geopolitical tension boosts demand for US-based fuels, supporting PBF's growth. However, supply-demand imbalances could lead to demand destruction, potentially pressuring the stock. Despite this, PBF appears fairly valued with future cash flow growth likely to push the stock price higher.

PBF Energy stock is the subject, with Pluang providing a snapshot of the Energy sector. As of Sep 18, 2026 19:11 WIB, 4 of 34 priced Energy-sector US stocks rose while 27 fell. Shell PLC was priced at USD 94.47 with a 1-day change of -1.41%, Cameco at USD 94.05 with +1.35%, and Equinor ASA at USD 43.86 with -1.06%.

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