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Issue DateTitleSubjectsCAPTION
Jul 28 2020
London "Reimagining" Energy, While
BP IN U.S. GROWTH MODE
Market Share

Station Population

Company Profile
BP has resuscitated the Amoco brand, upped its gallonage and market share, bought an indie chain and made other moves to heat up its U.S. downstream, after it weathered the Macondo disaster. Will corporate steerage allow for continued success, while it "decarbonizes" BP and promotes a worldwide movement to do the same? Herein we identify multiple BP gasoline marketing trends for a new view of the company's competitive profile.
Jul 09 2020
Land of Indie Pumpers
PROFILES OF PHOENIX 2020
Station Population

Market Share

Market Profile
This study spotlights Phoenix, Arizona, where independent chains dominate the population and one of them, QuikTrip, has achieved the top market share in 2020. Stratified wholesale gasoline pricing by class of trade, latest monthly gallonage and overall Phoenix demand are presented.
Jun 22 2020
Extrication Paradigm
SHELL CONTINUES REFINERY SALES, SHARE SHRINKAGE
Market Share

Station Population

Brand Profile
Fresh off the sale of its Martinez refinery to PBF, Shell proposes to also sell Anacortes and Saraland. Yet the giant's shrinking gasoline market share leaves its formidable brand power seemingly intact. This report tracks market share against key events in Shell's downstream history and reveals the lofty wholesale price premium the Shell brand fetches in a branded dealer market.
Jun 16 2020
Two Years On, How is Marathon Faring
NATION'S NO. 1 REFINER/MARKETER IN FLUX
Market Share

Station Population

Marathon converted more stations to Speedway, built on its jobber-supplied network, raised its share of the gasoline market, and enhanced refining capacity since its biggest coup, the October 2018 purchase of Andeavor. Herein we update vital statistics, zoom in on dealer buying prices in one complex Marathon market, Los Angeles, and describe the looming but delayed retail spin-off under a new CEO.
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.
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