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Lundberg Letter Current Issues    
Issue DateTitleSubjectsCAPTION
Jun 11 2026
Gasoline Market Share Update
MARATHON STILL NUMBER 1
Market Share



The top U.S. gasoline market share and greatest refining capacity is held by downstreamer Marathon, with its 92% of crude slate North American feedstock and burgeoning product export sales. Meanwhile, its California operations are under regulatory threat. Marathon's vitals are tracked herein.
May 13 2026
Dire Straits
2026 GASOLINE PRICE RALLY
Retail Prices



This year's extreme Spring pump price run-up of 152.8 cents gal. is the child of the Middle East oil transit stoppage and U.S. gasoline price seasonality. The nightmare scenario's chief elements are identified herein.
 

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