PBF Energy Inc. 8-K

What Happened
On January 2, 2026, PBF Energy Inc. and its subsidiary PBF Holding Company LLC issued a press release updating operations at the Martinez, California refinery and published an investor presentation that provides the company's financial guidance for fiscal year 2026. The materials were furnished under Regulation FD (Exhibits 99.1 and 99.2) and are available on PBF’s Investor Relations website. The company notes these materials contain forward‑looking statements and is furnishing — not filing — the information.

Key Details

• Press release dated January 2, 2026 and investor presentation dated January 2026 were furnished as Exhibits 99.1 and 99.2.
• The disclosures include guidance for fiscal year 2026 and an operational update on the Martinez refinery following the February 1, 2025 fire.
• The filing reiterates forward‑looking risks tied to the Martinez restart (timing, throughput, costs, insurance recoveries) and other items such as renewable fuels projects, the St. Bernard Renewables LLC joint venture, capital spending, RIN purchase obligations, and dividend decisions.
• The report is furnished under Regulation FD and expressly states the company is not incorporating the information into registration statements and is not assuming an obligation to update forward‑looking statements except as required by law.

Why It Matters
Investors should note PBF is providing updated operational information and company guidance for FY2026 — both can affect expectations for production, revenues and cash flow. However, the company highlights material uncertainties, especially around the Martinez refinery restart and related insurance recoveries, so actual results may differ from the guidance. Because the materials are furnished under Regulation FD (not filed), they carry the company’s forward‑looking caveats and should be considered alongside PBF’s risk disclosures in its SEC filings.