| Issue Date | Title | Subjects | CAPTION |
Aug 07 2025
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Another Down Year
2025 GASOLINE DEMAND METRICS
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Demand
Retail Prices
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Pump prices are down and the driving population is up. But instead of growing, gasoline demand so far this year is faltering. This report shows why we are forecasting full year 2025 demand to sink by 0.7%.
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Aug 01 2025
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Energy Transition U-Turn
U.S. VEHICLE FLEET TRENDS, 2025
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Fleet
Demand
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Last year EPA projected electric vehicle sales would account for half of all vehicle sales by 2032. This ridiculous projection was partly based on stringent fuel efficiency regulations which have recently been rolled back. Lavish EV subsidies are being eliminated and the coerced/rushed transition is being reversed. Herein we report on vehicle fleet sales and efficiency trends.
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Jul 24 2025
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Brand Price Postures
SEATTLE DTW METRICS
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Wholesale Prices
Market Profile
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Scrutiny and monitoring of reliable Dealer Tankwagon prices to discover brand positions is a must in markets where mere racks may not reflect competitive reality. Seattle, where BP is what makes Arco pricing tick, is a dramatic case in point.
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Jul 17 2025
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Shortage or Surplus?
REFINERS' BRANDED SUPPLY 2025
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Refining
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Shell's one remaining U.S. refinery produces enough gasoline to cover just 20% of its branded gallonage sales. The rest is sourced from competitor refiners. ExxonMobil has grown its refining capacity while its branded station network declined, freeing up more barrels for unbranded sales. Herein we examine branded supply liability of nine refiners.
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Jun 17 2025
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Midwest Marvel
CASEY'S RECORD SETTING YEAR
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Company Profile
Market Share
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Back in 2010, Couche-Tard tried to purchase Casey's for what amounted to $1.3-million per store. The offer was successfully rebuffed. Fifteen years later Casey's is much larger and its average store value has soared to over $7-million by our calculations. In its latest fiscal year ending April 30, Casey's added a record number of units and achieved record fuel volume of 3.2-billion gallons. The Iowa-based retailer plans more network growth this year.
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Jun 12 2025
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Brand Price Postures
LAS VEGAS DTW METRICS
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Wholesale Prices
Market Profile
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Among markets dominated by Dealer Tankwagon channel of wholesale gasoline trade, Las Vegas features three stalwart brands: Chevron, Shell, and Arco. The Letter exclusively finds that in 2025, Chevron is pricing above Shell.
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May 23 2025
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Group of Eight Opens Taps
OPEC EXPORTS SET TO RISE
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Imports/Exports
Consumption/Supply/Demand
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U.S. motorists are benefiting from OPEC's "G-8" reversing earlier output reductions, which is suppressing oil prices despite numerous supply risks around the world. Within the wide array of moving parts pounding the oil market, OPEC and its partners continue to play a large role in U.S. fuel prices.
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May 12 2025
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Bayou City Booming
MARKET LEVEL GASOLINE CENSUS
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Market Profile
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Houston's station population is booming and its gasoline demand soaring. This is dealer country, dominated by the Shell brand with Chevron fast gaining on No.2, Exxon. Sunoco station throughput outshines all. This report extracts gems from Lundberg's 100% on-site census study.
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Apr 29 2025
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Reduced Saturation, Increased Sales
C-STORE INDUSTRY METRICS 2024
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Station Population
NACS
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The U.S. convenience store industry posted strong in-store sales in 2024 despite a reduction in outlet count according to data released by The Association for Convenience and Fuel Retailing (NACS). Conditions remain in place for further consolidation in the store count according to data revealed herein. We project higher in-store revenue this year.
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Apr 08 2025
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Brand Price Postures
LOS ANGELES DTW METRICS
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Wholesale Prices
Market Profile
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Los Angeles remains the biggest gasoline market in the United States with fierce competition taking place between several prominent major brands. Los Angeles is dealer country, and dealer buying price, not rack, is master of ceremonies. This report reveals exclusive Lundberg DTW price data and details some dramatic reversals in brand price positioning.
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