Low tanker traffic raises costs in the chain to the pump
Reduced tanker traffic is increasing costs across the fuel supply chain, signaling tighter movement of petroleum products.
Source →The trace
How it reaches your house.
Starting from Gasoline and diesel, 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
Colonial Pipeline transport capacity →Prices riseColonial Pipeline Company is highly exposed because this capacity is a sole-qualified input with 45% share and a 36-month replacement lead time, so a chokepoint disruption raises its transport costs.
94% confidenceGasoline and diesel →DelaysCrude Transportation — Pipeline & Marine
Reduced tanker traffic directly constrains the crude transport step that feeds refineries, so lead times stretch and shipping costs rise for gasoline and diesel supply.
90% confidenceColonial Pipeline transport capacity →Prices riseJet fuel is a critical good with 0.9 dependency strength on this capacity, so reduced tanker traffic tightens supply and lifts delivered prices.
Hop 2
Colonial Pipeline Company →Shortage riskColonial Pipeline transport capacity
Colonial Pipeline Company is the sole qualified supplier for this transport capacity with 45% market share and a 36-month replacement lead time, so a chokepoint disruption can materially tighten availability.
92% confidenceJet fuel →Prices risePipeline and terminal storage
Reduced tanker traffic directly tightens the pipeline and terminal logistics segment that moves jet fuel, so unit handling and storage costs rise.
84% confidenceJet fuel →Prices riseTerminal-to-airport distribution
If fewer tanker movements are available, moving jet fuel from terminals to airports becomes more expensive and less fluid.
Where it lands
What you buy, and what you own.
Goods you buy
Jet fuel · Propane (home use)
Companies you may own
Colonial Pipeline Company
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