US will announce measures to increase fuel production
The reported measures would raise fuel output, implying added supply of refined petroleum products.
Source →The trace
How it reaches your house.
Starting from Crude Oil Feedstock, 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 →supply upHigher refining throughput directly increases gasoline and diesel availability, and this input edge is critical with full dependency strength.
89% confidenceCrude Oil Feedstock →supply upMore refinery output should raise home heating oil supply through this critical feedstock input.
86% confidenceHydrogen (refinery-grade) →supply upRefinery-grade hydrogen is a critical input to gasoline and diesel production, so measures that raise refinery throughput should increase supply of these fuels.
86% confidenceNatural Gas (SMR feedstock for hydrogen) →supply upUS measures that increase fuel production would raise refined-product output; this critical input edge supports a strong increase in gasoline and diesel availability.
80% confidenceNatural Gas (SMR feedstock for hydrogen) →supply upA production boost in fuels implies more refined product supply, and this is a critical dependency edge into home heating oil.
79% confidenceHydrogen (refinery-grade) →supply upHome heating oil is also downstream of refinery-grade hydrogen use, so higher refinery output should lift its availability as well.
79% confidenceHop 2
Gasoline and diesel →Prices riseHigher gasoline and diesel output directly increases crude runs, so this critical input faces stronger demand and price pressure.
95% confidenceGasoline and diesel →Prices riseMore refining output raises hydrogen consumption for hydrotreating, making this critical input tighter and more expensive.
84% confidenceHome heating oil →Prices riseHigher home heating oil output requires more crude runs at refineries, so demand for this critical input rises and can lift its price.
Hop 3
Hydrotreating Catalysts (CoMo/NiMo) →Stands to benefitTopsoe A/STOPSOE.CO
Higher refinery throughput to produce more gasoline and diesel raises demand for hydrotreating catalysts, benefiting Topsoe as the largest supplier on this edge.
74% confidenceFluid Catalytic Cracking (FCC) Catalysts →Stands to benefitHigher refinery throughput lifts FCC catalyst demand, and W.R. Grace's 38% share means it should gain the most volume and pricing leverage.
72% confidenceFluid Catalytic Cracking (FCC) Catalysts →Stands to benefitHop 4
Albemarle Corporation (Ketjen Catalysts) →Stands to benefitHydrotreating Catalysts (CoMo/NiMo)
A move to increase fuel output should lift refinery catalyst demand, and Albemarle's Ketjen hydrotreating catalysts have a meaningful share with moderate substitutability and multi-month replacement lead time.
73% confidenceBASF Catalysts (Refining Division) →Prices riseFluid Catalytic Cracking (FCC) Catalysts
A rise in gasoline/diesel output should increase refinery throughput and catalyst consumption, tightening the FCC catalyst market where BASF holds about 30% share and substitution is limited.
71% confidenceShell Catalysts & Technologies →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil
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