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Lundberg Letter Current Issues    
Issue DateTitleSubjectsCAPTION
Sep 18 2025
Sparkling Spin-Off
MURPHY USA FUEL METRICS
Company Profile



Murphy USA continues to aggressively pursue gasoline market share in its 27-state territory, and according to Lundberg data, will increase its share in 2025. At the same time it continues to enjoy a much higher gasoline margin than it had been accustomed to prior to 2020. Herein we report on Murphy USA fuel metrics.
Sep 10 2025
Brand Price Postures
SAN FRANCISCO DTW METRICS
Market Profile



Wholesale gasoline competition remains fierce in San Francisco as several brands jockey for price positioning, including 76 brand undercutting Arco. Bay Area competition may take on a new personality next year when it loses yet another vital gasoline supplier, the Benicia refinery.
 

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