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Issue DateTitleSubjectsCAPTION
May 20 2020
Snapshots of Retail Gasoline Competition
BRAND PRICE POSITIONS IN EIGHT MARKETS
Retail Prices



This report tours latest retail gasoline brand price positions around the country after an earth-shaking price crash caused by extreme puncturing of demand. Featured: street price rankings in Phoenix, Miami, Seattle, Boston, Houston, Baltimore, Philadelphia, and Chicago.
May 14 2020
Gulf Coast Dominance Grows
TREND UPDATE: U.S. REFINING CAPACITY
Refining



U.S. refining capacity grew to all-time highs for seven years straight, to 18.8-million barrels per day in 2019, becoming increasingly Gulf-centric. Early 2020 shows a decline, with starkly 32.1% of capacity idled due to slashed product demand. A mega-casualty of 2020 duress is the Pennsylvania PES refinery, shut last August and now with demand broadsided, defunct. This report tracks capacity and utilization rate over two decades, spotlights regional trends, and isolates unknowns that will govern any near term refining business recovery.
Apr 29 2020
Thousands of Stations in Peril
DISASTER: THE GASOLINE DEMAND CRASH OF 2020
Demand

COVID-19

Because of coronavirus-related damage to the economy, herein we project gasoline demand to plummet 15% this year, including a calamitous 35% crash during the second quarter. What was already an extreme supply glut is now an even more extreme shortage of demand. Many retailers report losses of half their throughputs and far worse.
Apr 15 2020
Gasoline Price Plummets, Demand Destroyed
PANDEMIC IMPACT ON PRICE 2020
Retail Prices

Demand

The past two months have seen what was a strong down trend in gasoline prices turn into a free-fall at the racks due to coronavirus-driven quarantining of demand. The price crash is not yet enticing motorists back to the pump. This report tracks rack and retail price and some key trends behind them for a view of current and ongoing market conditions for refiners and gasoline marketers.
Mar 10 2020
Long Term Up Factors Strong, But
2020 TO SEE GASOLINE DEMAND DROP?
Demand



U.S. gasoline demand set an all-time record high last year but storm clouds are forming for 2020. After seven consecutive years of growth, gasoline demand will likely decline this year as motorists hunker down. The severity of the decline will depend on damage caused by coronavirus, among other factors.
Mar 05 2020
C-store Outlet Count Declining
STIFF HEADWINDS EMERGING FOR 2020
Station Population

Regulations

NACS
After a decades long climb, the U.S. population of convenience stores peaked two years ago and has been declining since. Single store operators were hardest hit. Positive developments for convenience stores: In-store spending and gasoline margins are up. But trouble is brewing for 2020 on several other fronts including gasoline demand, tobacco regulation, EMV, SNAP revenue, and minimum wage.
Feb 24 2020
Adding Refineries, Stations, Stores
CHEVRON'S RETURN TO GROWTH MODE
Market Share

Station Population

Chevron has increased its refining capacity, gasoline market share, station counts, and branded C-store counts, committed to further build on brand strength, actually bought a refinery, and has dug in even deeper in the nation's least hospitable state, California. This report tracks downstream statistics and events of one of the last integrated American oil companies.
Feb 10 2020
Glut 2020
THE STATE OF U.S. GASOLINE STOCKS
Supply/Demand



U.S. gasoline stocks have soared 44-million barrels higher in recent weeks, reaching a 39-year high. Refiners are performing magnificently, demand is anemic, and exports are reduced -- a perfect recipe for rising stocks. Herein we examine current and historical primary gasoline stocks, discuss storage further downstream and the impacts of price on stocks and vice versa.
Jan 29 2020
An Underappreciated Retail Business Cost
ROBBERIES OF GASOLINE STATIONS
Station Population



Robberies at gasoline stations and C-stores totaled close to 29,000 last year alone. The average "take" of each robbery has been rising dramatically. This report features one of the many mounting costs borne by the industry, draining $30.6-million from stations in 2017.
Jan 06 2020
Strong Retailer Performance
2019 GASOLINE MARGINS ROBUST
Retail Prices

Regulations

The retail gasoline margin roller-coaster ride of 2019 was harrowing but nevertheless turned in a wonderful 22.5¢ on pooled, the second highest annual average on record. Like 2019, 2020 brings some big cost hits to retailers that must be paid for with wider gasoline margins, including this year's looming EMV deadline. Rather than trending toward zero it could be that 30-40¢ margins become the new norm, for a host of reasons examined herein.
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