Fueling Energy Solutions

October Fueling Intelligence: Trump’s Executive Action Regarding Dyed Diesel, G7 Plans to Release 100M Emergency Reserve Barrels of Diesel and Crude, Hurricane Isaias & Gulf Coast Supply Disruptions, Russian Diesel Release, and a Widening Global Diesel Supply Deficit & the Impact on Refinery Margins

Author: Jack West   Date:

Trump’s Executive Action Regarding Dyed Diesel We are closely monitoring President Trump’s “Emergency Tax Relief on Diesel Fuel” Executive Order, which is intended to provide temporary federal relief from high fuel prices by authorizing the use of off-road dyed diesel fuel in highway vehicles. We recognize that this development may raise questions for our customers […]

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September “Fueling Intelligence: Diesel Markets Tighten as Global Supply Risks Collide with Peak Seasonal Demand | OPEC+ Maintains October Production Targets as Market Remains Balanced | U.S. Refiners Operating Near Maximum Capacity | Potential Venezuela Oil Deal Could Add Future Crude Supply | Hurricane Season Adds Another Layer of Risk to Tight Product Markets | Strategic Petroleum Reserve Falls to Lowest Level Since 1982”

Author: Ryan Sladic   Date:

Diesel Markets Tighten as Global Supply Risks and Planned Refinery Maintenance Collide with Peak Seasonal Demand Diesel markets across the Americas are entering peak seasonal demand with unusually low supply buffers. A global diesel deficit, driven by reduced exports from Russia and disruptions in the Middle East, has significantly tightened supply and pushed diesel prices […]

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August “Fueling Intelligence: US Oil Supply Cushion Falls to Multi-Decade Low | OPEC+ Continues Production Increases Despite Ongoing Middle East Conflict | China’s Oil Demand Slowdown Reshapes Global Markets | East Coast Diesel Inventories Improve; however, Regional Supply Remains Historically Tight”

Author: Jack West   Date:

US Oil Supply Cushion Falls to Multi-Decade Low Current US crude stocks consist of roughly404.5 million barrels of commercial inventories and 307.7 million barrels held in the SPR, leaving total US crude stocks near 712 million barrels. The SPR remains near its lowest level since 1983, reducing the emergency cushion historically available during any major […]

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July “Fueling Intelligence: Post-conflict market recovery after the U.S.–Iran ceasefire and MOU | RVP Waiver & Transition Outlook | Hurricane Season Outlook | Navigating Summer Fuel Demand | AI Implications of Retail Fuel Stations”

Author: Ryan Sladic   Date:

• Post-conflict market recovery after the U.S.–Iran ceasefire and MOU• RVP Waiver & Transition Outlook• Hurricane Season Outlook• Navigating Summer Fuel Demand• AI Implications of Retail Fuel Stations Post-conflict Market Recovery After the U.S.–Iran Ceasefire and MOU Following the ceasefire and MOU between the U.S. and Iran, market sentiment has shifted from pricing in geopolitical […]

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June “Fueling Intelligence: Iran Says No Progress Made in Talks | Massive Crude Inventory Draw Confirmed – June 3 | Gasoline Inventories Have Fallen for 15 Consecutive Weeks | IEA Warns Global Inventories Could Reach Critical Levels | Senate Pushes Toward Permanent Nationwide E15 Sales”

Author: Ryan Sladic   Date:

Iran Says No Progress Made in Talks Efforts to negotiate an end to the conflict between the U.S. and Iran showed little progress this week, with Iran’s foreign minister stating that no meaningful breakthroughs have been achieved despite ongoing communication between the two sides. At the same time, Hezbollah rejected a U.S.-backed ceasefire agreement between […]

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May “Fueling Intelligence:  US- Iran War Resupply Conflict, Gasoline Prices Continuing to Rise Sharply, Rising Fuel Prices Impact Air Cargo, UAE Leaving OPEC, and DoorDash to Issue Relief Funds to Drivers”

Author: Ryan Sladic   Date:

US, IRAN Growing Supply Lag Even under a constructive geopolitical resolution, inventory normalization is expected to lag the recovery in physical crude flows. While export volumes and refinery utilization could begin to improve within weeks of the reopening of the Strait of Hormuz, commercial stock rebuilding is likely to take multiple quarters. Distillate markets remain […]

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April “Fueling Intelligence: US to Set Naval Blockade in Strait of Hormuz, Why Gasoline Prices Could Remain High Despite Crude Price Fluctuation, Global Conflict’s Impact on Farming Entering Planting Season, Global Fertilizer Shortage, Preparing for Summer Travel Season, and EIA April STEO Summary”

Author: Ryan Sladic   Date:

US to Set Naval Blockade in Strait of Hormuz The United States has launched a targeted maritime blockade against vessels tied to Iranian ports following escalating tensions. Rather than a full closure, the operation relies on selective interdiction—using naval patrols, surveillance, mine-clearing, and potential boarding—to restrict Iranian-linked trade while maintaining broader transit. The strategy reflects […]

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Fueling Intelligence Special Edition- Iran Conflict: Hormuz Disruption Risk, Refined Products, Freight + War-Risk, Regional (PADD) Divergence, U.S. Refinery Utilization, Policy Actions, and Tail Risk: Direct Attacks

Author: Nick Andreychek   Date:

Special Edition: Iran Conflict – Market Update Key Takeaways: Market Impacts: 1) Hormuz disruption risk → global crude risk premium + delivered-cost shock Mechanism: Shipping/insurance constraints will curb Gulf exports and have raised seaborne delivered costs. The direct U.S. impact often comes through higher global benchmarks (Brent) and a wider Brent–WTI spread, which lifts replacement costs for products […]

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Fueling Intelligence: Crude Prices and Geopolitical Risk, Ohio Gas Prices Beat Pennsylvania Despite Tax Decreases, Automakers Back Trump’s Plan to Rollback Fuel Economy Regulations, U.S. Heating Oil Futures Ease from 10-Week High, American Oil Companies Likely to Produce in Venezuela in Coming Weeks, and Gas Price Seasonality Explained

Author: David Miller   Date:

February Market Update Crude Price Decline Amid Easing Geopolitical Risk Crude markets opened with a brief geopolitical risk‑driven price rally as tensions involving Iran and Venezuela lifted benchmarks by roughly $6/bbl before easing mid‑month, while WTI climbed steadily from the high‑$50s into the mid‑$60s by month‑end as U.S. crude inventories remained about 3% below the […]

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January “Fueling Intelligence: Retail Gasoline Prices, 2025 Petroleum Market Recap, Early 2026 Market Action, Venezuela and Oil Exports, OPEC+ Production Targets, and 2026 Retail Forecast”

Author: Ryan Sladic   Date:

January Market Update Retail Gasoline Prices Decline for Third Consecutive Year In 2025 U.S. retail gasoline prices averaged $3.10 per gallon in 2025, down $0.21 from 2024, marking the third straight year of declines. The drop was primarily driven by lower crude oil prices caused by oversupply concerns and a weaker global economy early in […]

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