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Issue DateTitleSubjectsCAPTION
May 12 2025
Bayou City Booming
MARKET LEVEL GASOLINE CENSUS
Market Profile



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.
Apr 29 2025
Reduced Saturation, Increased Sales
C-STORE INDUSTRY METRICS 2024
Station Population

NACS

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.
Apr 08 2025
Brand Price Postures
LOS ANGELES DTW METRICS
Wholesale Prices

Market Profile

reports@lundbergsurvey.com Attachments11:39?AM (1 hour ago) to me This message was not sent to Spam based on your organization's settings. 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.
Mar 12 2025
Temporary Flatline
2024 GASOLINE DEMAND REPORT
Supply/Demand



Increased vehicle fleet efficiency, a sluggish jobs market, and a reduction in travel rendered 2024 gasoline demand growth flat. However, several new trends are afoot that could revive demand growth in 2025 and beyond.
Mar 05 2025
Mean Reversion
REFINING MARGINS MODERATE
Refining

Consumption/Supply/Demand

U.S. refiners turned in another strong performance in 2024 with refining margin averaging $29.59 per barrel. Despite strong refining margins the past four years, refiners are still looking to close plants, including Lyondell's Houston refinery which shut last month.
Feb 26 2025
Georgia on Our Mind
ATLANTA STATION CENSUS 2024
Market Profile



Atlanta station throughputs averaged 101,300 gallons per month last year, including market leader QuikTrip's towering 391,400 gals/month. Another important development was the recovery in the lessee dealer outlet count. Herein we update market shares, throughputs, and station population details culled from sole source Lundberg census data.
Feb 14 2025
Inflection Points
GASOLINE IMPORTS/EXPORTS
Imports/Exports

Refining

U.S. refiners exported 854,000 b/d of gasoline last year, 205,000 b/d more than were imported. This marks the ninth consecutive year of gasoline net-exporter status. Big changes are afoot in 2025 including multiple refinery closures both here and abroad, as well as the possible resumption of Russian exports. Trend reversals are possible for domestic demand, biofuel subsidies, electric cars, refining capacity, and import/export partners.
Jan 23 2025
Building Fuel Supply Juggernaut
SUNOCO MARKETING METRICS, 2024
Company Profile

Market Share

Sunoco exited upstream in 1988. It exited refining in 2011. It exited retailing for the most part in 2018. Yet its iconic flag still flies in 40 states and Sunoco has transformed itself into a wholesaling juggernaut. Thanks to several acquisitions, it now holds an astounding 124 terminals in its marketing stable.
Jan 13 2025
5-Year Winning Streak
2024 RETAIL GASOLINE MARGIN METRICS
Retail Margins



Retailers had another fine year in 2024 as measured by cents per gallon gasoline margin. Last year was the fifth consecutive year of strong retail margins, further cementing that the higher margin regime is here to stay. Modest relief in credit card costs and interest rates, combined with a slowing of wage growth, enabled retailers to pass on 1.2ยข to motorists.
Dec 16 2024
Not Transitioning
STATION POPULATION CROSSCURRENTS 2024
Station Population



The United States added 700 gasoline stations nationally in 2024 according to our study. This is the fourth consecutive year the population has increased, bringing the total to 144,100. The increase comes despite several headwinds, and belies the myth of "energy transition". This year's average throughput was flat, this study finds
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