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Lundberg Letter Current Issues    
Issue DateTitleSubjectsCAPTION
Aug 07 2025
Another Down Year
2025 GASOLINE DEMAND METRICS
Demand

Retail Prices

Pump prices are down and the driving population is up. But instead of growing, gasoline demand so far this year is faltering. This report shows why we are forecasting full year 2025 demand to sink by 0.7%.
Aug 01 2025
Energy Transition U-Turn
U.S. VEHICLE FLEET TRENDS, 2025
Fleet

Demand

Last year EPA projected electric vehicle sales would account for half of all vehicle sales by 2032. This ridiculous projection was partly based on stringent fuel efficiency regulations which have recently been rolled back. Lavish EV subsidies are being eliminated and the coerced/rushed transition is being reversed. Herein we report on vehicle fleet sales and efficiency trends.
 
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