Fuel prices could rise again due to strike at Oil Terminal
A strike at Oil Terminal threatens fuel terminal operations and could delay fuel supply if prolonged.
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
Crude Oil Feedstock →DelaysGasoline and diesel are a critical downstream use of crude oil feedstock, so a prolonged terminal strike would delay their supply materially.
93% confidenceCrude Oil Feedstock →DelaysHome heating oil is also a critical downstream product of crude oil feedstock, making it vulnerable to delayed fuel supply from the terminal disruption.
91% confidenceCrude Oil Feedstock →DelaysIrving Oil depends on crude oil feedstock, and with limited substitutability plus a six-month replacement lead time, a prolonged terminal strike would delay its input supply.
Hop 2
Home heating oil →DelaysTerminal Storage & Distribution Network
A strike at the oil terminal directly slows storage, loading, and distribution operations for home heating oil, which delays outbound fuel deliveries.
96% confidencePBF Energy →DelaysShell plcSHEL
Shell is a disclosed customer representing about 13% of PBF Energy's revenues, so a terminal disruption at PBF can delay deliveries to Shell.
74% confidencePeninsula Petroleum Ltd. →Shortage riskPeninsula Petroleum Ltd. accounts for an 8% share of this supply, so a disruption at the company would modestly constrain availability of Marine Diesel and Bunker Fuel, though high substitutability limits the severity.
Hop 3
Shell plc →Shortage riskShell Trading (US) Company accounts for 35% of Talos' oil, natural gas and NGL revenues, so a Shell fuel-supply disruption can reduce or delay Talos sales to Shell.
57% confidenceShell plc →Shortage riskShell Trading US Company represented 21.4% of Crescent's 2025 revenues, so a Shell terminal-related disruption can constrain Crescent's demand from Shell.
54% confidenceShell plc →Shortage riskHop 4
W&T Offshore, Inc. →Prices riseBP Products North America (BP p.l.c.)BP
BP Products North America is a major customer accounting for 33% of W&T Offshore's 2025 revenues, so a terminal-driven fuel-price shock can raise BP's input costs.
52% confidenceW&T Offshore, Inc. →Prices riseShell Trading (US) Company (Shell plc)SHEL
Shell Trading (US) Company is also a disclosed customer, accounting for 17% of W&T Offshore's 2025 revenues, so higher fuel prices can raise its procurement costs.
48% confidenceCrescent Energy Company →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil · Seafood and fish
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