Energy · input
Air-blown oxidized bitumen is the primary waterproofing binder in asphalt shingles (~250 lbs/square); petroleum refinery byproduct from vacuum distillation bottoms; heavy crude (Canadian oil sands) is preferred feedstock
4
Source countries
5
Companies
1
Goods affected
0
Claims on record
What depends on it
1 essential American goods rely on oxidized asphalt / bitumen somewhere upstream in their supply chain.
Where it comes from
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| USUnited States | 60% |
| CACanada | 25% |
| MXMexico | 8% |
| VEVenezuela | 5% |
Who makes it
5 companies produce oxidized asphalt / bitumen.
Largest specialty asphalt/bitumen producer in the US for roofing applications. Operates three roofing-focused refineries: Princeton, LA (primary roofing flux); Shreveport, LA; Great Falls, MT. Princeton refinery specializes in roofing flux and coating asphalt for shingle manufacturing. Key supplier to GAF, Owens Corning, CertainTeed and other shingle makers.
Major US independent refiner (NYSE: MPC, HQ Findlay OH). Gulf Coast facilities: Galveston Bay TX (585,000 bpd — one of the largest US refineries) and Garyville LA (596,000 bpd — one of the largest US refineries by throughput). Marathon's two Gulf Coast refineries together represent more than 1.1 million bpd of capacity — a scale that makes Marathon a critical feedstock buyer from the Permian Basin, offshore Gulf of Mexico, and pipeline imports. MPLX LP (Marathon's MLP) operates crude and product pipelines feeding its refinery network.
Largest US roofing manufacturer; ~33% US asphalt shingle market share; subsidiary of Standard Industries (Koch network); also makes TPO/EPDM commercial membranes
Canada's largest integrated energy company; one of the world's largest oil sands operators. Produces 800,000+ MT/year of marketable elemental sulfur as a mandatory byproduct of oil sands bitumen upgrading. Canada's oil sands bitumen contains ~5% sulfur by weight — at 3.7M barrels/day of extraction, Alberta oil sands theoretically contain 8.3M MT sulfur/year (though only ~3M MT/year is captured and marketed). Suncor ships formed sulfur via rail to Port of Vancouver, B.C. for export to China, South Africa, and Australia. Suncor is also Canada's largest fuel retailer (Petro-Canada brand).
#2 US roofing shingle manufacturer; also world's largest fiberglass insulation maker; produces fiberglass mat for own shingles and sells to competitors; NYSE: OC
