UGA United States Gasoline Fund LP Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
06:54
Jul 15
Jul 15
Refined fuel prices stay high on supply disruptions.
Refined petroleum product prices (gasoline, diesel) are set to remain elevated and likely rise further because of reduced refining capacity globally. Damage to refineries in the Persian Gulf from hostilities and Ukraine's strikes on Russian refineries are keeping a large volume of refined product supply off the market. The resumption of fighting after the brief ceasefire will push pump prices back up, making this a hidden driver of inflation and a direct long opportunity in fuel products.
MED
22:07
Jul 14
Jul 14
Long refined products, short crude oil.
A shortage of global spare refining capacity, U.S. refineries running near 96% utilization, Russia banning diesel exports, and China refusing to buy inflated crude oil are keeping refined product prices high. This shortage will persist for months, while crude oil faces more supply flexibility, so the best trade remains long diesel and gasoline versus short crude oil.
HIGH
14:17
Jul 09
Jul 09
US gasoline structurally cheap, demand high
US gasoline demand has stayed high and US gasoline prices are structurally cheap compared to countries like Germany ($8/gallon), suggesting that gasoline prices have room to remain elevated or increase; blaming price gouging for high prices is unfounded.
MED
19:11
Jul 08
Jul 08
Russian refinery losses squeeze diesel supply.
Russia has lost over a million barrels a day of refinery capacity from Ukrainian drone strikes, and those refineries won't be back online anytime in 2026. The resulting diesel export ban announced today will squeeze global diesel supply, driving diesel prices sharply higher.
MED
14:53
Jul 08
Jul 08
Refined products are tighter than crude.
Refined oil products (gasoline, diesel, jet fuel) are more vulnerable than crude because refining capacity in the Gulf has been damaged while crude production capacity is intact, and product inventories are very low.
HIGH
22:10
Jul 07
Jul 07
War escalation lifts gas and food prices
Escalation into a hot US-Iran war will drive up gasoline and food prices for American consumers, making energy and agricultural commodities rise.
MED
21:00
Jul 07
Jul 07
Gasoline and jet fuel stay costly.
Refined products such as gasoline and jet fuel remain sticky and elevated, continuing to pressure markets and consumers, and the tightness in these products is separate from the moves in crude oil.
MED
19:48
Jul 07
Jul 07
Refined products supply crunch ahead
Global refined product supply is extremely tight due to Russian refinery capacity destroyed by drone strikes, damaged Persian Gulf supply, and underinvestment, which will push diesel and gasoline prices sharply higher, with diesel the standout in the second half of the year.
HIGH
20:07
Jul 06
Jul 06
Refining capacity shortage keeps fuel prices high.
Gasoline and diesel prices are much higher than crude oil prices would indicate because there is not enough refining capacity to process the crude. Prices for these refined products cannot come down until either the logistical bottlenecks are resolved or new refining capacity comes online, which is not imminent.
MED
20:19
Jun 30
Jun 30
Gasoline prices to stay elevated
Gasoline prices will remain elevated because product inventories are low, gasoline cracks are at multi-year highs comparable to 2022, Middle East refining capacity is disrupted and not exporting, demand remains strong, and a recent refinery upset in Pennsylvania further tightens the Northeast market. Export restrictions to lower prices are unlikely.
MED
19:27
Jun 30
Jun 30
Gasoline prices remain elevated into November
Gasoline prices will remain elevated and are unlikely to fall to $2.50 per gallon by November because Middle East refinery capacity remains offline, product exports are constrained, gasoline cracks are at multi-year highs, demand stays robust, and the Strait of Hormuz disruption continues to limit product flows.
MED
02:53
Jun 29
Jun 29
Gasoline prices to drop to $2.90
US retail gasoline prices will fall from around $3.90 to $2.90 per gallon as the lagged pass-through from lower crude oil and wholesale gasoline prices materializes, despite summer driving season.
MED
07:00
Jun 26
Jun 26
Gasoline set to fall after summer.
Crack spreads are surging because finished gasoline products haven't followed crude oil lower. However, crude prices are restraining the supply chain and after peak summer driving season the gap will close, sending gasoline markedly lower.
MED
18:59
Jun 25
Jun 25
Bullish refined products on supply damage
Refined petroleum products (gasoline, diesel, jet fuel) face constrained supply due to damaged Gulf refinery capacity, while demand is likely to rebound faster than supply, creating a near-term tightening in product markets.
MED
16:39
Jun 25
Jun 25
Gasoline will soon follow crude lower.
Retail gasoline prices have a very tight correlation with crude oil prices with a one- to two-week lag. The recent pullback in crude will therefore be passed through to lower gasoline prices soon, and there is no fundamental reason they shouldn't follow. So expect US gasoline prices to decline.
MED
12:18
Jun 24
Jun 24
Refined products tighter than crude, supporting gasoline
Refined product markets are structurally tighter than crude markets. This tightness, combined with seasonal summer demand and a lagged pass-through, explains why retail gasoline prices are not falling as fast as crude. The relative tightness supports refined product prices versus crude.
MED
16:17
Jun 18
Jun 18
Oil and gas prices will keep falling.
The Iran peace deal has reopened the Strait of Hormuz, allowing a surge in oil shipments that has driven oil prices back to pre-war levels. With the blockade lifted and the straits open, oil and gasoline prices are expected to keep falling further, delivering ongoing relief at the pump.
HIGH
17:22
Jun 17
Jun 17
Oil and gasoline prices falling sharply.
The Iran peace deal allows the Strait of Hormuz to reopen fully, restoring normal energy flows and removing supply-disruption premiums. Oil prices have already plummeted in response and will fall a lot lower as the market digests the easing of conflict risk, with gasoline prices following significantly downward.
HIGH
21:10
Jun 16
Jun 16
Oil and gasoline prices will fall sharply.
President Trump needs lower energy prices ahead of the midterm elections. The reopening of the Strait of Hormuz will bring back supply. Crude oil tends to fall to a 'low price cure' after spikes above $100. He expects WTI to drop toward $50 by year-end, and gasoline to fall toward $3 and potentially below.
HIGH
20:28
Jun 16
Jun 16
Gasoline heading toward $2 after driving season
Gasoline prices will decline through the driving season toward $3/gallon and potentially below $2 because seasonal patterns historically press prices lower after the driving season pump, and futures already point to $3.80, with the typical 'stairs down' price action after a spike.
MED
22:04
Jun 15
Jun 15
Gasoline prices peaked, set to drop.
Gasoline prices at the pump have likely peaked for the year and will only move lower, reflecting the glut in crude oil, lower demand, and the completed Iran deal bringing supply back online.
MED
20:37
Jun 11
Jun 11
Gasoline to drop to $1.85 per gallon
The Iran settlement will push US gasoline prices materially lower, likely back toward $1.85 per gallon, the level he referenced from his earlier comments about Iowa. He expresses conviction that gasoline is coming down significantly as oil drops.
HIGH
15:55
Jun 09
Jun 09
Oil products elevated on Hormuz disruption.
The closure of the Strait of Hormuz has removed approximately 12.8 million barrels per day of crude oil, nearly 20% of global supply, causing a massive bottleneck that has pushed US retail gasoline to multi-year highs above $4.63 per gallon and European jet fuel crack spreads to records with jet fuel over $200 per barrel. Relief depends on geopolitical de-escalation; until crude and product flows stabilize, oil and refined product prices are expected to remain elevated, making summer travel expensive.
MED
22:16
May 29
May 29
Oil and gas prices set to surge.
Oil and gasoline prices are set to rise sharply if the geopolitical conflict continues, with oil potentially reaching $125/barrel and gasoline $5/gallon, due to inventory drawdowns and fading strategic petroleum reserves. This would push the already fragile economy into recession.
MED
13:16
May 29
May 29
Gasoline/diesel prices risk higher.
U.S. gasoline and diesel inventories are at very low levels (diesel at lowest since 2003), refineries are running near maximum utilization, and seasonal demand is about to rise. This combination creates risk of shortages and upward pressure on prices for both gasoline and diesel in the United States.
HIGH
12:43
May 23
May 23
Gasoline prices likely to rise to $5.
Due to the ongoing closure of the Strait of Hormuz (82 days of blocked oil shipments), declining global inventories, refinery issues, and rising summer demand for gasoline, diesel, and jet fuel, the national average gasoline price is likely to reach $5 per gallon by July 4 and could climb to $6 by Labor Day if demand does not slow. The longer the strait remains closed, the higher the risk of extreme price spikes.
HIGH
17:36
May 21
May 21
Gasoline prices will drop post-Iran.
Trump expects that once the Iran conflict ends soon, gasoline prices will fall sharply, returning to levels around $1.85 per gallon as seen before the conflict, implying a significant decline from current levels.
HIGH
15:48
May 21
May 21
Oil prices will fall on supply surge.
The reopening of the Strait of Hormuz, combined with increased US oil and gas production from record lease sales, deregulation, and new projects in Alaska and Venezuela, will lead to a rapid decline in gasoline and oil prices. The White House is using all available tools including a gas tax holiday, SPR releases, Jones Act waivers, and the Defense Production Act to drive down prices. Once the Strait opens, prices will drop quickly.
MED
00:06
May 14
May 14
Gasoline prices headed higher soon
Gasoline prices will continue to rise sharply due to the ongoing Iran conflict and closure of the Strait of Hormuz, potentially breaking $5 per gallon by the end of the week, which will feed into broader inflation.
MED
23:49
May 11
May 11
Strait closure pushes oil/gasoline prices up
If the Strait of Hormuz remains closed, oil and gasoline prices will rise significantly because reopening the Strait is the only major lever to reduce prices. Gasoline could reach $5 per gallon or higher this summer, and crude oil currently around $100 per barrel is predicated on a June reopening that may not happen.
HIGH
About UGA Analyst Coverage
Buzzberg tracks UGA (United States Gasoline Fund LP) across 8 sources. 25 bullish vs 9 bearish calls from 33 analysts. Sentiment: predominantly bullish (35%). 46 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: Garfield Reynolds, Rebecca Babin, Paul Sankey.