• 10 December 2025
  • Market: Oil Products

In this episode, we unpack Colonial Pipeline’s rule changes, why fungible batches now dominate trade, and how Argus is updating its assessments to reflect shifting market realities. We also examine the global impact of falling domestic demand, rising Gulf Coast exports, and the margin squeeze hitting distributors as wholesale and retail prices diverge. Plus, why refiners enjoyed record profitability in 2025 despite lower pump prices.

Join Jared Ainsworth, US Products Gasoline Editor at Argus, Paul Dahlgren, Business Development Manager at Argus, and Maria Eugenia Garcia, Managing Editor of Refined Fuels at DTN, as they discuss these topics in the latest episode of Argus’ Driving Discussions podcast series.

Listen now

Tune in for expert insights on:

  • How Colonial’s new rules impact sourcing and pricing
  • Why segregated vs. fungible batches matter for your bottom line
  • Why are Gulf Coast exports driving the conventional gasoline market?
  • What does margin compression mean for distributors and marketers, and why did refiners see record profits?
  • How Argus is updating its methodology to reflect market realities