Driving Discussions: US Gulf Coast Gasoline -Trade Flows and Fall Outlook

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The US Gulf Coast gasoline market has undergone notable shifts in 2026, driven by the lasting effects of the US-Iran conflict, changing domestic fuel movements and the seasonal transition to higher-RVP winter gasoline specifications.

In this episode of Driving Discussions, Argus experts examine how the temporary Jones Act waiver reshaped Gulf Coast gasoline and blendstock flows, redirecting volumes from the Bahamas to direct shipments between US ports and increasing movements to both the West Coast and Atlantic Coast. The discussion also explores how tightening inventories, strong export demand and ongoing supply concerns have continued to support gasoline prices, even as the summer driving season comes to an end.

As the market moves through the fall RVP transition, our specialists analyze evolving blending economics, changing demand for key gasoline components and the supply factors that market participants should watch in the months ahead.

Key topics covered:

• How the US-Iran conflict and Jones Act waiver reshaped Gulf Coast gasoline and blendstock trade flows
• Why Florida and the Atlantic Coast have become key drivers of Gulf Coast gasoline demand
• The supply, inventory and export trends supporting gasoline prices despite seasonal demand declines
• How the fall transition to higher-RVP gasoline is changing blending economics and component demand
• What refiners, traders and market participants should monitor as regional supply balances evolve

Tune in for expert analysis of the market dynamics shaping the US Gulf Coast gasoline sector and the outlook for pricing, trade flows and blending economics heading into the winter gasoline season.