UGA United States Gasoline Fund LP Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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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
21:15
May 06
May 06
Gasoline prices to rise above $5.
US gasoline inventories have declined significantly due to low imports from Europe, high exports from the Gulf Coast to Asia/Brazil/Mexico, and refineries maximizing diesel output over gasoline. With summer driving season approaching, the national average could rise from $4.50 to $4.70-$4.80 and potentially above $5, historically a point of demand destruction.
MED
13:02
May 06
May 06
$5 gasoline unlikely in near term.
US retail gasoline prices are unlikely to reach $5 per gallon in the near term, as wholesale gasoline prices and historical regressions suggest limited upside from current levels around $4.55. Prices will remain high but not spike to $5.
MED
16:05
May 02
May 02
Gas prices to stay elevated.
Gasoline prices nationally will remain above $4 per gallon through the summer driving season and could reach $5 if the Strait of Hormuz remains closed, driven by high export volumes of refined products, refinery issues, and the impact of the Iran war on supply chains.
MED
20:52
Apr 23
Apr 23
Gasoline prices stay higher temporarily
President Trump expects gasoline prices to remain elevated for a temporary period because he is keeping the Strait of Hormuz closed to pressure Iran, which limits oil supply. He states Americans should anticipate spending more on gasoline for a little while.
MED
12:00
Apr 18
Apr 18
War boosts energy commodity prices.
The war in Iran is putting pressure on global energy markets, leading to inflationary pressures and higher prices for jet fuel, diesel, gasoline, and petrochemicals.
HIGH
18:08
Apr 17
Apr 17
Iran conflict driving gas prices and inflation.
The war in Iran has caused gas prices to surge and heightened short-run inflation expectations, with consumers concerned about further price increases due to supply disruptions, which could lead to economic slowdown and impact consumer spending.
HIGH
14:45
Apr 17
Apr 17
Market overly optimistic on oil flow normalization.
The market is repricing oil and product prices optimistically based on headlines about the Strait of Hormuz reopening, but actual flows are unlikely to normalize soon due to the fragile ceasefire, risk aversion among ship owners, logistical delays in repositioning tankers, and producers' reluctance to restart operations without certainty. This disconnect suggests that the current price drop may be overdone or that prices could be supported until flows resume, making it a setup to monitor closely.
MED
19:25
Apr 15
Apr 15
Gas prices drop below $3 in summer.
Treasury Secretary Scott Bessent is optimistic that gasoline prices will drop below $3 per gallon between June 20 and September 20, citing that crude oil prices have fallen substantially and with the Straits of Hormuz potentially reopening, Middle Eastern countries can increase oil supply within a week, which should lead to lower crude oil and gasoline prices. He also plans to monitor gas stations to ensure price decreases are passed on.
HIGH
16:35
Apr 11
Apr 11
Oil prices to stay high due to tight physical supply.
The physical oil market is trading at a significant premium to futures, indicating tight supply and a disconnect from the futures market's hopeful pricing. Despite the temporary cease-fire and potential resumption of Strait of Hormuz traffic, infrastructure damage, seasonal refinery maintenance, and the upcoming summer demand spike will keep oil prices high and volatile, with gasoline prices potentially reaching $5 per gallon.
HIGH
12:46
Apr 11
Apr 11
Gasoline prices rising from war and summer blend.
Gasoline prices are expected to rise due to a war premium pass-through and the seasonal shift to summer blend, with national average potentially reaching $4.20 to $5.00 per gallon.
HIGH
22:20
Mar 20
Mar 20
The speaker stated that crude oil at the high end of his modeled range ($174) would essentially double the gasoline price at the pump, leading to a national average nearing a "$6 handle." Gasoline prices are directly and significantly correlated with crude oil input costs. A supply-driven crude price spike feeds directly into higher refined product prices. LONG as a direct derivative of the crude oil supply shock thesis, implying substantial upside for gasoline prices. The same risks that would break the crude oil thesis, or significant policy intervention (e.g., product export bans) to cap domestic gasoline prices.
16:30
Mar 18
Mar 18
Prediction market data is pricing in a continued rise for U.S. gasoline prices to the $4.30/gallon level within the current month.
MED
13:50
Mar 09
Mar 09
"The US is a laggard. And if we see what's happening in the rest of the world, it tells you that we're gonna see $4 at the pump more sooner than we otherwise see." Crude oil has nearly doubled (from $65 to $103), but US gasoline has only risen 15% due to domestic inventory drawdowns. As these local storage buffers deplete, US pump prices must mathematically catch up to the underlying cost of crude and the reality of tight global refined product markets. UGA (United States Gasoline Fund) directly tracks the price of gasoline futures, making it the purest play on this specific price catch-up. LONG US gasoline futures via ETF to capture the closing of the price gap between raw crude and refined pump prices. Government intervention (such as SPR releases or gas tax holidays) to artificially suppress pump prices, or sudden macroeconomic shocks that destroy consumer driving demand.
02:02
Mar 09
Mar 09
The significant overnight spike in crude oil prices will be passed through to consumers, leading to higher retail gasoline prices.
HIGH
14:25
Mar 06
Mar 06
The author forecasts a continued sharp rise in US gasoline prices, expecting them to break the $3.50 level within a very short timeframe.
MED
00:06
Mar 02
Mar 02
Geopolitical escalation following the attack on Iran is expected to disrupt crude oil supply chains, leading analysts to forecast a rise in US gasoline prices.
MED
About UGA Analyst Coverage
Buzzberg tracks UGA (United States Gasoline Fund LP) across 7 sources. 12 bullish vs 2 bearish calls from 17 analysts. Sentiment: predominantly bullish (43%). 23 total trade ideas tracked.