The (https://www.marketwatch.com/story/oil-prices-climb-to-six-week-high-as-hopes-of-de-escalation-in-iran-diminish-b5fb0942?mod=mw_rss_topstories) keep escalating and energy names are ripping — but here's the real constraint: refinery cash generation is fragile. PBF swung to negative OCF of -$323.7M last period despite headline revenue of $7.9B, signaling that working capital tied up in inventory and receivables is consuming cash faster than operations generate it.

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