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Issue DateTitleSubjectsCAPTION
Aug 14 2018
Driving Season Is May - August
GASOLINE DEMAND SEASONALITY 2017
Demand



Last year's gasoline seasonality curve revealed a much greater jump in June than usual, and May's demand exceeding that of July. The nation's driving season is now a four month affair, starting in May. This report details the 2017 curve, compares it with long term trends, drills into gaping variations in state by state seasonality, and examines some of the gasoline myths that persist in general news media.
Jul 30 2018
Price Recovery In Perspective
CRUDE OIL STILL A BARGAIN
Production/Supply/Demand



Oil prices have shot up more than $20 bbl. during the past twelve months which has resulted in a search for culprits and much general dismay. This comes just two years after "experts" were blaming OPEC for deliberately crashing the price. This report examines crude oil price behavior in a global context and rebuffs claims that $70 is abnormally high.
Jul 20 2018
Motiva Assumes Top Share
UPDATE: SOUTHEAST GASOLINE MARKET SHARES
Market Share

Regional

Top Southeast gasoline marketer Motiva achieved a 2.2-points lead over No.2, ExxonMobil, in February 2018. With Marathon, they are three of the standout powerhouses in terms of market shares of the demand-rich Southeast region. This report updates Southeast market shares in the seven-state territory where demand growth has sped past growth in the rest of the country.
Jun 18 2018
The Jump at the Pump in Context
SPRING 2018 PRICE TOPPED $3.00 GAL
Retail Prices



The usual Spring retail gasoline price hike ended later this year than usual due in part to crude oil price hikes. This report compares the 2018 seasonal price rise to prior years, examines the roles of crude oil and gasoline stocks, features street prices in four metro markets, and views where pump prices may go from here.
Jun 07 2018
Shakeups, Showdowns
NORTHEAST GASOLINE MARKET SHARES
Market Share

Regional

Sunoco is still king, but much else is new in the Northeast -- such as BP is on the hunt and Motiva is lurking. This report updates regional market shares and overall gasoline demand, and heralds strategic changes among competitors.
May 30 2018
A Surplus of Success
U.S. GASOLINE EXPORTS STILL GROWING
Imports/Exports

Supply/Demand

A net exporter of gasoline for more than two years thanks to its advantaged refining sector, the U.S. is poised to supply foreign motorists even more of its bounty. This report compares imports versus exports over time and by country and examines the wrongheaded claims that exports are causing pump price hikes.
May 23 2018
After Feast and Famine
RETAIL GASOLINE SECTOR A GOOD BET FOR LOANS
Station Population



The balance between demand for loans by gasoline retailers and the availability of those loans at livable interest rates has dramatically improved from years past. Retail fueling is now a good bet, as charge-off rates have gone from a grotesque 14% in 2006 to a microscopic sliver eight years later. This report delves into components of the retailer financing scene.
Apr 27 2018
Ending Shell's Two-Decade Reign
EXXONMOBIL TAKES MARKET SHARE CROWN
Market Share



ExxonMobil is now No.1 in U.S. gasoline market share. It suffered heavy losses in gallonage in 2017. BP, No.2, enjoyed a sales rebound. This issue reports on the top gasoline market shareholders.
Apr 16 2018
Components of the American Edge
WHY U.S. REFINERS STILL DOMINATE
Consumption/Supply/Demand



Last year was the seventh consecutive of attractive U.S. refining margin, and so far in 2018, continued success seems baked in. U.S. gasoline supply is more abundant, at lower prices, than would otherwise be -- feeding marketers, retailers, and consumers -- because of the thriving refining industry.
Mar 16 2018
Despite Headwinds
2017 RECORD HIGH GASOLINE DEMAND
Consumption/Supply/Demand



U.S. gasoline demand has set a new all-time record high, with 2017 marking the fifth consecutive year of growth. This year will deliver further growth, for reasons covered in this report -- including a resurgence in driving by a younger demographic.
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