[Winona Online Democracy]

Fuel pricing at the retail level is a very tricky thing.  Retailers must
strive for that perfect balance between 1) cash flow needs, 2) remaining
competitive with the guy down the street, 3) actually making a profit.
In today's market, the average retailer may only be making 8-12 cents
per gallon.  On a percentage basis at today's average retail price of
about $2.70, that's a gross profit % of a whole 3-5%.  If any other
businessman were to price his #1 selling item at that margin, they would
go out of business - or their accounting firm would tell them to wise up
and start selling the product they sell the most of for at least a
20-25% margin.

Yes, the price moves up sometimes at just the hint of oil/fuel supply
issues.  That's because they need more cash to pay for the more
expensive fuel.  True, it does not come down as fast as others think it
should.  
However, on the way up, retailers frequently earn less because their
cash flow doesn't always enable them to keep their tanks full.  On the
way down, they try to make up for some of that lost profit.

In the end, it is a game of supply and demand.  The price may be near $3
per gallon, an increase of about 100% over the past 2 years.  But, has
the demand decreased by anywhere near that amount?  Absolutely not -
domestic demand for oil and refined product continues to climb.  Why
should be price NOT increase when demand continues to increase?

>From the refiners' vantage point, they are FINALLY making the returns
that their billions upon billions of dollars in investment and potential
risks/liabilities dictate they should be getting.  Much of our pipeline
system dates back to WWII.  Many of our tank farms are old.  We haven't
built a refinery since Mobil's Joliet Refinery opened in the 70's.  With
some cash in the bank, oil-related industries can actually start
reinvesting and replacing these antiquated facilities.

When the rest of the US consumer base was making money hand-over-fist in
the '90's stock market boom - just by trading paper and not producing
anything - the oil industry was busy restructuring, cutting costs,
becoming more efficient.  Now they're reaping some of those rewards -
just like any other business would expect to do.

The Oil Industry is always picked on when prices are high.  Did they
receive any letters of 'Thank You' when they were selling fuel at $0.99
per gallon just a few years ago?  If you take a look at what gasoline
should be costing, based on the rate of inflation since about 1970, it
should be nearer the $5.50 mark.  Everything else went up in price - as
did sales volumes of all those consumer goods.  Why not fuel?

In today's regulatory environment, refiners are producing no less than
51 different types of fuel around the country.  It's not just 87, 89,
and 91 Octane.  It's Summer Fuel with 15% Methanol, it's Winter Blend
with only 5%, it's Orange County with it's requirements or Cook County
with it's own.  
Local governments, over the past 10-15 years, have taken it upon
themselves to become experts in not only the business of cleaner air,
but portend to be able to tell refiners what to sell and how it should
be produced.  Producing that many is one logistical challenge, but
shipping different fuels to different locations in the same pipeline
present a whole other challenge.

Tania Schmidt

-----Original Message-----
From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On
Behalf Of C. E. Woodford
Sent: Tuesday, August 30, 2005 12:23 PM
To: [email protected]
Subject: [Winona] Re: Winona Digest, Vol 20, Issue 22

[Winona Online Democracy]

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