Patrick De Haan

Number of stations at $1.99 or less: zero Number of stations that sell gasoline at "wholesale": zero

GasBuddy now counts 6 states where average #gasprices today are above where they were a year ago: Washington Oregon Arizona Minnesota Alaska Tennessee

14 states have average #gasprices that are now higher than they were a year ago: OR, WA, AZ, AK, DE, TX, SC, RI, IN, TN, AL, NJ, LA, NM

35 states back to seeing average #gasprices below $3, next up: WV, MT. Three states eternally above $4: CA, HI, WA.

National average price of gasoline holding just above the $3 mark still at $3.016/gal, prices down 14.9c from a month ago (thanks, seasonal trends!) and 10.8c lower than a year ago. #gasprices

Chicago spot gasoline values have jumped 16c/gal over the last two sessions, indicating another potential refinery/supply snag. This could lead to a gas price cycle in the Great Lakes- thinking early next week.

Relief showing up at pumps in the Great Lakes after the BP refinery fire caused #gasprices to jump two weeks ago, but now stations aggressively undercutting. Weekly drops in average prices: Ohio -22c/gal Indiana -17c/gal Michigan -14c/gal Iowa -11c/gal Wisconsin -8c/gal

TotalEnergies reported downstream income that surged to $1.1 billion thanks to improved refining margins in Europe. Refining is still robust!

Biodiesel is out, ULSD is back in for CVR's Wynnewood, OK refinery. It announced via earnings it will revert AWAY from renewable diesel and go back to hydrocarbon production later this year.

Oneok, PSX/KMI and now HF Sinclair all looking at boosting pipeline capacity into California/Nevada, potentially adding 150,000bpd pipeline capacity into tight markets- thinking we with these shifts that we could even see a well positioned refinery or two upgrade or enhc output!

Chevron refinery in Richmond, CA is flaring.

West Coast wholesale #gasprices are surging today by 18-35c/gal for CA/AZ/NV and 7c/gal for OR/WA. Watching for potential supply challenges or refinery snags to emerge...

Bullish EIA report for products with big draws in both gasoline and disty with a 2% drop in refinery utilization, a big 5.5% drop in PADD 2 thanks to BP Whiting's issues