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Demand for Gasoline, Jet Fuel, and Diesel: Checking on the Recovery

Demand for Gasoline, Jet Fuel, and Diesel: Checking on the Recovery Watching for the EV drag on gasoline demand requires a lot of patience. Gasoline consumption in the US during the four-week period through February 5 was down by 10.1% from a year ago to 7.89 million barrels per day (mb/d), according to EIA data. […]

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Update on the WTF Collapse of Gasoline & Jet Fuel Consumption: The Holiday Period

Update on the WTF Collapse of Gasoline & Jet Fuel Consumption: The Holiday Period Long-term structural issues have long dogged these fuels. Then came the Pandemic. During the holiday shopping and travel period in December and early January, ten months into the Pandemic, gasoline consumption in the US was down about 12% from a year […]

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What Oil Companies Face: The WTF-Collapse of Consumption of Gasoline & Jet Fuel from Long-Term Weakness

What Oil Companies Face: The WTF-Collapse of Consumption of Gasoline & Jet Fuel from Long-Term Weakness Transportation fuel demand rose to where it had been in … 1997. While the overall S&P 500 Index is down 2.7% in October, about flat for the three-month period, and up 2.8% for the year, the S&P 500 Energy […]

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Update on the WTF Collapse of Demand for Gasoline, Jet Fuel, and Diesel

Update on the WTF Collapse of Demand for Gasoline, Jet Fuel, and Diesel No “V-shaped recovery back to normal.” Demand for gasoline collapsed in a stunning and historic manner, starting in mid-March when the measures to slow down the spread of the pandemic took effect, when working from home became the new thing, and when […]

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Biofuels: Can They Save the Airlines from the Seneca Collapse?

Biofuels: Can They Save the Airlines from the Seneca Collapse? Painting planes green is much easier than making them run on biofuels. “Can the airlines be run on biofuels?” As it often happens, this simple question doesn’t have a simple answer. First of all, it is a question that makes sense only in terms of […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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