pm

[pm @patdmick]

@TomKloza New one not out until 12/29

[pm @patdmick]

@GasBuddyGuy Hey Pat- ended up getting revised down to +0.8 MB

[pm @patdmick]

Quoting to save

[pm @patdmick]

@GasBuddyGuy Woah! Padd 2 lagging harder than P1?! Anything weird driving that? Weather was fine last week right?!

[pm @patdmick]

@GasBuddyGuy do you have a YTD chart of how demand is faring year over year? Maybe broken out monthly?

[pm @patdmick]

@GasBuddyGuy Always appreciate your factual way of reporting PDH! Your understanding of the industry and what affects price at the pump is second to none. One of the best in the biz. Always learn something from your hits and weekly articles. Keep up the great work

[pm @patdmick]

@JuliOnTwtr Is API at the usual time or delayed today?

[pm @patdmick]

@GasBuddyGuy Awesome! Thanks for the update

[pm @patdmick]

@GasBuddyGuy Thoughts that we’ll see demand recovery on the east coast this summer? EIA data has them down ~1%. Do we think this is sustained (potentially feeling the effects of EV penetration in northeast?) or will it recover to 2023 levels over the summer?

[pm @patdmick]

@GasBuddyGuy @UnintendedCons5 No, because they imply ~11% demand deterioration same week yr over yr.

[pm @patdmick]

@GasBuddyGuy Somehow gonna see a draw of another 8 MB despite the entire gulf coast coming out of maintenance 😂😂

[pm @patdmick]

@GasBuddyGuy General demand question here— aside from price at the pump, are there any other indicators for outlook on demand that you use (e.g. consumer credit card debt would might have a relation to leisure travel)? As always thanks in advance for your thoughts!

[pm @patdmick]

@GasBuddyGuy @overabarrelshow Feels like demand has gotten sloppy recently? No real peak ahead of Labor Day, continued softness this week. Any hypothesis on the cause? Expected to continue?

[Fore Play @ForePlayPod]

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Our friends at @TaylorMadeGolf are giving away a Stealth 2 Driver built to the exact specs that Scottie uses.

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[pm @patdmick]

@GasBuddyGuy Is there any update/data on premium YoY deterioration on an absolute basis as well as premium penetration across all mogas gallons going down (would think down 1-2% YoY)? Love your account and thanks for your insights!

[pm @patdmick]

Wordle 245 6/6

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