top4Ev2.gif
   

BULK COPIES OF NEWSLETTER
Lundberg Letter subscribers, do you need to help others better understand issues and facts confronting your business? When distribution of one of our back issues is important in your communications efforts, please contact us. Corporate and association leaders and others have had us email or print and mail bulk copies to board members, conference attendees and/or other audiences over the years. Sometimes we can do this gratis. Call Crystal Vance, 805-383-2400.
Lundberg Letter Current Issues    
Issue DateTitleSubjectsCAPTION
Aug 27 2026
Arizona, Nevada, Seek Barrels
WEST COAST SUPPLY NETWORKS
Refining/Supply/Demand

Regulations

Draconian California regulations have resulted in a catastrophic 32% decline in California refining capacity, including the loss of two plants since December. This is terrible news for motorists not just in California but also those in Arizona and Nevada which depend on California for supply. On August 11, Phillips 66, HF Sinclair, and Kinder Morgan hatched an ambitious plan to bring more product West. The proposed Western Gateway Pipeline would bring 230,000 b/d to fill part of the gap.
Aug 12 2026
Still in Limbo
CITGO MARKETING METRIC
Company Profile



Citgo remains in limbo despite being auctioned off for a song in 2024. It is still not known who will end up owning Citgo. Meanwhile, its refining business has been performing spectacularly. Citgo added 80,000 b/d to its refining capacity in recent years. The company reported 99% refinery utilization in Q1 2026 and handsome profits.
 
Tel:(805)383-2400  Email:lsi@lundbergsurvey.com  Fax:(805)383-2424