OECD slashing 2027 growth forecasts while (https://www.marketwatch.com/story/oil-prices-rally-for-a-third-straight-day-as-peace-deal-hopes-teeter-6a0b1635?mod=mw_rss_topstories) on geopolitical risk — that's stagflation math, not recovery. The problem: $PBF's margins are fat right now because of the war premium, but the underlying demand signal is rotting. When the OECD cuts growth forecasts, refiners eventually contract too.

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