Refiners Have Tripled in 2026: Could the Trump-Putin Diesel Deal Break the Trade?
Russia sends its first diesel tanker to the U.S. under a Trump-Putin deal. PBF, Marathon and Valero have soared in 2026. Can more supply break the trade?
Oil Stock Momentum Shifting From E&Ps To Refiners: What Company Is BofA Securities’ Top Pick?
The U.S. refiners, rather than E&Ps, is where there is the “greatest potential for continued absolute outperformance,” according to BofA Securities.