Gas Stations NAICS 457120

Aug 26, 2025 - EMA Warns of Fuel Disruptions

• The Energy Marketers of America has sounded the alarm about significant risks to motor fuel supplies and consumer access across the West Coast, stemming from the planned closures of two major California refineries: Phillips 66 in Wilmington and Valero in Benicia. The shutdowns, expected over the next 12-18 months, are projected to reduce California's gasoline refining capacity by about 17%, potentially leading to fuel shortages, elevated prices, and broader economic impacts across California, Nevada, Arizona, and the Western US. In a letter to President Trump, the EMA stressed the interconnected nature of Western energy markets and the vulnerability of neighboring states to California's refining disruptions, noting California supplies more than one-third of Arizona's gasoline and 86% of Nevada's motor fuels. Gas station operators may need to source fuel from distant regions like the US Gulf Coast, driving up prices at the pump, EMA warned.
• An expected above-average Atlantic hurricane season raises the risk of weather-related supply disruptions and higher prices at the pump, the US Energy Information Administration said in May. High winds and flooding from hurricanes can damage offshore oil platforms or refineries concentrated along the Gulf Coast in Texas and Louisiana. That concentration means more than 1 million barrels per day of US refining capacity – roughly 5% of daily domestic petroleum consumption – is likely to be shut in anticipation of a major storm, per the EIA. Hurricane experts at Colorado State University are predicting a 70% storm chance and 44% hurricane chance this year for Texas, and 74% storm chance and 46% hurricane chance for Louisiana. Five hurricanes made landfall in the US in 2024, knocking out millions of barrels of oil and gas output and disrupting fuel supply in Florida, the agency said.

• President Trump has moved to pull the plug on the National Electric Vehicle Infrastructure program (NEVI), his predecessor’s initiative to build a nationwide network of EV charging stations, Politico reports. In February, Trump instructed states not to spend federal funds previously allocated to them under the program. In a letter to state transportation directors, the Federal Highway Administration said that it was scrapping guidance issued in 2023 implementing the NEVI program. However, the letter says states will be able to receive reimbursements for “existing obligations” to design and build stations "in order to not disrupt current financial commitments.” Whether Trump can choose not to spend funds allocated by congress is likely to face legal challenges. Still, the administration’s move to block future EV charging station construction and, more broadly, Trump’s pro-fossil-fuel policies, brighten the outlook for suppliers of traditional motor fuels.
• Producer prices for gasoline stations jumped 13.5% in July compared to a year ago, after rising 9.4% in the previous July-versus-July annual comparison, according to the latest US Bureau of Labor Statistics data. Employment by gas stations continues to decline, down 3.7% year over year in June, while average industry wages rose 2.5% over the same period to $18.56 per hour, BLS data show. In July, the average price for regular motor gasoline was $3.15 per gallon, the same as it was in July 2021, according to AAA. Crude oil prices have risen slightly, as gas demand has also risen, but not enough to drive up prices at the pump.