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Lundberg Letter Current Issues    
Issue DateTitleSubjectsCAPTION
Mar 18 2026
Flatline Extended
2025 GASOLINE DEMAND REPORT
Demand

Fleet

U.S. gasoline demand has been flatlining for three straight years as growing vehicle efficiency has offset increased miles driven. Dark clouds for 2026 gasoline demand include deportations of motorists, a declining jobs market, and now spiking pump prices.
Mar 11 2026
Strategy Reversal
BP MARKETING METRICS
Company Profile



BP dramatically fired its CEO in December and may be embarking on a return to petroleum under incoming CEO Meg O'Neill. Meanwhile, the British major has continued to grow its U.S. station count under a panoply of gasoline brands.
 

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