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Lundberg Letter Current Issues    
Issue DateTitleSubjectsCAPTION
Jun 14 2019
Quantifying The Flipside Of Branded Supply
UNBRANDED GASOLINE SALES POTENTIALS
Refining/Supply/Demand



This report ranks the potential for unbranded gasoline sales by U.S. refiners. Branded station counts and their throughputs are measured against gasoline production for a look at what volumes may be left over for sale into the unbranded market. This unique study, the first that we know of using this method, reveals Valero and Phillips66 are in a league of their own.
May 23 2019
Ford's White Flag Punctuates
HOW VEHICLE FLEET IS FEEDING GASOLINE SALES
Fleet



Dramatic changes in vehicle sales trends are supporting long term gasoline demand. Volt is kaput, Prius sales crash, and Ford decides to halt production of virtually all its cars. EPA is about to freeze mileage mandates. Nearly seven of every ten new vehicles sold are now SUVs and trucks. Statistics on cars, SUVs, and the role of gasoline price are featured in this study.
 

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