Morning Call

By Paul Sankey Published on April 11, 2022 at 9:48 AM

PBF & PBS Strategy Session

By Paul Sankey Published on April 8, 2022 at 8:53 AM

China rant PBF – Q1 likely half messy, but finishes running strong into incredible margins as Q2 starts Sankey Recommends: Liverpool vs Man City Premiership decider tomorrow – two of the best club football teams ever to play, at their peak. PBF CEO Tom Nimbley, President Matt Lucey, CFO Erik Young, and IR Colin Murray were on good form on Strategy Session yesterday evening. Nimbley started his career in refining in the 1973 oil price […]

Zen and the art of refining maintenance

By Paul Sankey Published on April 5, 2022 at 9:20 AM

This Thursday 7th April, Strategy Session with PBF Senior Management 5pm – RSVP Tonight – ConocoPhillips senior management in town for informal sellside drinks Tomorrow, DC hearing, House Energy and Commerce “Gouged at the Gas Station: Big Oil and America’s Pain at the Pump.” In oil, the excitement this morning is New York jet fuel prices going off the scale, part of the theme we talked about over the past couple of weeks, especially after […]