Two suppliers, one point of failure

Using public data, we mapped the U.S. fuel balance, refinery concentration, terminal and carrier dependencies, delivered-cost build-up, supplier operating models and customer fuel-recovery practices. National supply is ample, but site-level economics and continuity remain regional: two nominally separate suppliers may still depend on the same terminal, carrier or pipeline. We compared national, regional and hybrid sourcing structures and identified hybrid sourcing as the leading hypothesis for a distributed footprint, subject to client data.