@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
@GasBuddyGuy Thoughts that weβll 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?
@GasBuddyGuy General demand question hereβ 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!
@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?
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@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!