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Lundberg Letter Current Issues    
Issue DateTitleSubjectsCAPTION
Oct 15 2026
Motorists Cry Uncle
2026 GASOLINE DEMAND METRICS
Demand

Price

After flat-lining during 2023-2025, U.S. gasoline demand has reversed lower in 2026. Spiking pump prices and anemic job growth have battered motorists. Improved vehicle fleet efficiency is another strong headwind for gasoline sales. Lundberg now projects gasoline demand will decline 1.5% for full-year 2026.
Oct 02 2026
Fuel Distributing Heavyweight
SUNOCO MARKETING METRICS 2026
Company Profile



After a 14-year hiatus, Sunoco has re-entered the refining industry with its purchase of Parkland. During the first half of 2026, Sunoco fuel sales skyrocketed 83% and are on pace to reach 16-billion gallons for the year. Sunoco's branded outlet count, meanwhile, is headed in the other direction.
 

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