
Marathon Petroleum is well-positioned amid global refining tightness, benefiting from curtailed Russian exports and a strong US refining footprint. MPC's 65% stake in MPLX LP provides stable EBITDA, r

HF Sinclair (DINO) is rated Buy, with 50% upside to a $133 price target, driven by sustained tightness in global refined products markets. DINO's diversified model, including midstream and marketing,
PBF Energy NYSE: PBF reported second-quarter adjusted net income of $6.22 per share and adjusted EBITDA of $1.24 billion, as management pointed to strong refined-product markets, low inventories and g