| Issue Date | Title | Subjects | CAPTION |
Jun 11 2026
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Gasoline Market Share Update
MARATHON STILL NUMBER 1
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Market Share
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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.
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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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May 07 2026
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Growing The Brand
CHEVRON MARKETING METRICS
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Company Profile
|
Chevron has moved its corporate headquarters to Houston after residing in California more than 100 years. The supermajor has also been busy adding branded units in recent years and is on pace to get back above 9,000 stations by 2028.
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Apr 16 2026
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Ten Years Surplus
GASOLINE IMPORTS/EXPORTS
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Production/Supply/Demand
|
U.S. refiners ramped up gasoline exports in 2025 despite a decline in operable refining capacity. Gasoline imports declined in 2025 due in part to anemic consumer demand. After ten consecutive years enjoying net-exporter status, some important factors could reverse the trend in 2026. Not the least of which is one rogue state's dramatic loss of refining capacity that has flipped California from a net-exporter to a net-importer.
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Apr 09 2026
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Refining Capacity Rebound
PHILLIPS 66 MARKETING METRICS
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Company Profile
|
Phillips 66 has been busy shaking up its refining portfolio, exiting California refining while adding capacity elsewhere. At the same time, the nation's fourth largest refiner continues to add branded outlets to its portfolio. Phillips 66 marketing metrics are examined herein.
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Mar 18 2026
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Flatline Extended
2025 GASOLINE DEMAND REPORT
|
Demand
Fleet
|
U.S. gasoline demand has been flatlining for three straight years as growing vehicle efficiency has offset increased miles driven. Dark clouds for 2026 gasoline demand include deportations of motorists, a declining jobs market, and now spiking pump prices.
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Mar 11 2026
|
Strategy Reversal
BP MARKETING METRICS
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Company Profile
|
BP dramatically fired its CEO in December and may be embarking on a return to petroleum under incoming CEO Meg O'Neill. Meanwhile, the British major has continued to grow its U.S. station count under a panoply of gasoline brands.
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Feb 25 2026
|
Station Count, Share, Decline
EXXONMOBIL MARKETING METRICS
|
Company Profile
|
ExxonMobil's massive capacity expansion at its Beaumont refinery in 2023 has not resulted in a boost in gasoline market share according to Lundberg data. The nation's biggest super major continues to hold the second largest national gasoline market share.
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Feb 12 2026
|
Gasoline Price Seasonality Rebounds
SPRING PRICE HIKES
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Retail Prices
|
Gasoline price seasonality is not as strong as it was during 2005-2016 according to our study. Seasonal gasoline demand increases combined with RVP regs usually boost gasoline prices each Spring. Herein we examine price seasonality during the 2005 to 2025 period and identify a 5.4ยข gal. reduction in price seasonality, and during the past five years a resurgence.
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Jan 27 2026
|
Market Share Recovery
SHELL MARKETING METRICS
|
Company Profile
Refining
Market Share
|
Norco has had to go it alone since Shell got rid of 10 U.S. refineries. Yet even with just the one refinery, Shell managed to grow its gasoline market share after hitting bottom in 2024. Meanwhile, Shell's 2020 sale of its last California refinery, Martinez, is starting to look prescient.
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