Inside the nearly five-month labor lockout at BP's Whiting refinery
A prolonged lockout at BP's Whiting refinery can constrain crude oil refining and fuel output.
Source →The trace
How it reaches your house.
Starting from BP plc, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Gasoline and diesel →DelaysAtmospheric & Vacuum Distillation (CDU/VDU)
A prolonged refinery lockout directly slows the distillation unit that starts gasoline and diesel production, so throughput is delayed.
93% confidenceGasoline and diesel →DelaysFluid Catalytic Cracking (FCC)
FCC runs are curtailed when the refinery is locked out, reducing gasoline blendstock output.
91% confidenceGasoline and diesel →DelaysHydrocracking & Hydrotreating
These fuel-upgrading units are directly constrained by the outage, which slows diesel and gasoline production.
90% confidenceGasoline and diesel →Hop 2
Crude Oil Feedstock →Shortage riskA prolonged lockout at Whiting constrains refining, and gasoline/diesel output is a critical downstream use of crude oil feedstock.
94% confidenceCrude Oil Feedstock →Shortage riskThe same refining disruption reduces output of home heating oil, which is directly dependent on crude oil feedstock.
93% confidencePetroleum Coke (Fuel Grade) →Prices riseFuel-grade petroleum coke is a critical input for cement and concrete, so a refinery-related supply squeeze should raise their fuel costs and likely output costs.
Hop 3
Cement and concrete →DelaysRotary Kiln Clinkering
The kiln clinkering step sits directly in the constrained production chain, so lower fuel availability would slow it first.
82% confidencePhillips 66 →Shortage riskChord Energy disclosed that sales to Phillips 66 accounted for about 21% of total product sales, so a Phillips 66 slowdown can materially reduce Chord's demand and revenue.
74% confidenceCement and concrete →DelaysPreheater & Precalciner Tower
The thermal front-end of the cement line would slow as the plant's fuel-constrained output is throttled.
74% confidenceHop 4
Gulf Coast crude oil feedstock (jet fraction) →Shortage riskThis node is the critical feedstock input to jet fuel (dependency_strength 0.95), so a squeeze here should directly reduce jet fuel output.
96% confidenceGulf Coast crude oil feedstock (jet fraction) →Shortage riskExxonMobilXOM
ExxonMobil has a 9% exposure share on this input and only moderate substitutability, so a feedstock shortage should constrain its operations.
82% confidenceGulf Coast crude oil feedstock (jet fraction) →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil · Cement and concrete · Jet fuel
In the MyPRIA app, this is checked against your own holdings.