U.S. West Coast to Get Fuel Pipeline Support Amid Refinery Woes
Fuel pipeline support is being added to offset refinery problems, shifting supply toward the U.S. West Coast.
Source →The trace
How it reaches your house.
Starting from Gulf Coast crude oil feedstock (jet fraction), 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 →supply upMore pipeline support should increase availability of jet fuel, which is a critical downstream good with a 0.9 dependency strength on this input.
94% confidenceColonial Pipeline transport capacity →Stands to benefitAdded transport capacity should help the operator of that capacity, and the edge is unusually strong given the 45% share, sole-qualified-supplier status, and long replacement lead time.
89% confidenceGasoline and diesel →supply upU.S. West Coast gasoline and diesel supply
The Western Gateway pipeline was announced specifically to support fuel supplies into PADD 5, so West Coast gasoline/diesel availability should rise as refinery woes persist.
Hop 2
Jet fuel →supply upColonial Pipeline transport capacity
Added pipeline support directly increases the transport capacity that jet fuel depends on, easing the West Coast delivery bottleneck.
87% confidenceJet fuel →supply upPipeline and terminal storage
The added support also boosts the pipeline-and-terminal-storage step used to move fuel away from refinery-constrained supply points.
69% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Jet fuel
Companies you may own
Colonial Pipeline CompanyCLMT
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