Oil & Refined Products
RB

RBOB Gasoline

CME Group - NYMEX

The blendstock that becomes American gasoline once ethanol goes in at the terminal rack.

Top Producers

US: 36%US 36%China: 14%China 14%Rest of world: 28%Rest of world 28%India: 5%India 5%Middle East: 6%Middle East 6%Europe: 11%Europe 11%

share of 2024 global gasoline production

Top Consumers

US: 34%US 34%China: 14%China 14%Rest of world: 37%Rest of world 37%Mexico: 3%Mexico 3%India: 4%India 4%Europe: 8%Europe 8%

share of 2024 global gasoline consumption

Main Uses

Passenger vehicles: 88%Passenger vehicles 88%Other: 5%Other 5%Off-road and small engines: 7%Off-road and small engines 7%

US gasoline demand by end use

Top Exporters

US (Gulf Coast): 26%US (Gulf Coast) 26%Russia: 11%Russia 11%Europe: 11%Europe 11%Rest of world: 38%Rest of world 38%Singapore: 6%Singapore 6%India: 8%India 8%

share of 2024 seaborne gasoline and blendstock exports

Top Importers

Mexico: 18%Mexico 18%Nigeria: 8%Nigeria 8%Indonesia: 7%Indonesia 7%Brazil: 5%Brazil 5%Canada: 5%Canada 5%Rest of world: 57%Rest of world 57%

share of 2024 seaborne gasoline imports

Global Liquids Production

US: 21%US 21%Saudi Arabia: 11%Saudi Arabia 11%Russia: 10%Russia 10%Canada: 6%Canada 6%Rest of world: 36%Rest of world 36%UAE: 3%UAE 3%Brazil: 4%Brazil 4%Iraq: 4%Iraq 4%China: 5%China 5%

country share of roughly 105 million barrels per day of total liquids (crude, condensate, NGLs, biofuels, refinery processing gain), 2025 (IEA and EIA)

Global Liquids Consumption

US: 20%US 20%China: 16%China 16%Europe: 13%Europe 13%Rest of world: 25%Rest of world 25%India: 5%India 5%Middle East: 8%Middle East 8%Other Asia: 13%Other Asia 13%

share of roughly 105 million barrels per day of total liquids demand, 2025 (IEA and EIA)

US gasoline demand

roughly 8.9 million b/d

as of 2025

Contract size

42,000 gallons (1,000 barrels)

Ethanol blend share

10% of finished gasoline (E10 standard)

Record US retail average

$5.02 per gallon in June 2022

RB futures volume

roughly 150,000-200,000 contracts/day

as of 2025

RBOB stands for Reformulated Blendstock for Oxygenate Blending: gasoline shipped at 90% strength, designed to receive a 10% ethanol splash at the distribution terminal. The NYMEX RB contract launched in October 2005 and replaced the old unleaded gasoline contract after MTBE, the previous oxygenate, was abandoned over groundwater-contamination liability. The contract delivers 42,000 gallons in New York Harbor and prices in US cents per gallon. Every US pump price starts here: retail gasoline is essentially RBOB plus ethanol, taxes, distribution, and retail margin.

Gasoline is the most seasonal of the major products. Summer-grade gasoline must meet tight Reid Vapor Pressure limits, typically 9.0 psi and lower in many markets, to limit evaporative emissions in hot weather, and the specification switch each spring routinely tightens supply and widens cracks into the Memorial Day start of driving season. The futures curve carries the seasonality permanently: spring and summer contracts trade at premiums to winter ones. US gasoline demand runs at roughly 8.9 million barrels per day, and the weekly EIA report on gasoline stocks and implied demand is the contract's heartbeat.

The 2020s added a structural supply story. US refinery closures and conversions removed more than a million barrels per day of capacity between 2019 and 2025, including the LyondellBasell Houston refinery and the Phillips 66 Los Angeles plant in 2025, while electric vehicles began eroding demand growth without yet shrinking the base. The result is a market where summer supply scares arrive faster than they did in 2010, even as the long-run demand debate plays out.

How It Trades

VenueCME Group - NYMEX (Globex)
Benchmark contractRBOB Gasoline futures (RB)
Contract size42,000 gallons (1,000 barrels)
Price termsUS cents per gallon
SettlementPhysical delivery in New York Harbor; OTC swaps and regional basis markets cash-settle against RB settlements and Platts assessments
Typical curvePermanently seasonal: spring and summer months at premiums to winter months, on top of the underlying crude structure
LiquidityRoughly 150,000 to 200,000 contracts per day, concentrated in the front months

Where It Trades

82%NYMEX RBOB futures + options (RB)roughly 150,000 to 200,000 contracts/day (each 42,000 gallons)
18%OTC regional basis swaps (cleared on NYMEX/ICE)Gulf Coast, Chicago, and West Coast differential swaps against RB and Platts

approximate share of global daily traded RBOB volume, 2025

Supply and Demand

Top producers

  1. US Gulf Coast refining complex (PADD 3), the largest gasoline producer and exporter
  2. East Coast imports from Europe into New York Harbor
  3. Midwest (PADD 2) and West Coast (PADD 5) regional refining systems
  4. Corn ethanol producers supplying the 10% blend component

New York Harbor is the delivery point and pricing basis; the US Gulf Coast and the transatlantic arbitrage from Europe keep it supplied.

Top consumers

  1. US motorists: roughly 8.9 million b/d of finished gasoline demand
  2. Mexico and Latin America, the main outlets for US Gulf Coast gasoline exports
  3. Regional spot blenders and marketers supplying retail chains

Major uses

  • Road transport fuel, blended with 10% ethanol as E10 at the terminal
  • Benchmark for wholesale gasoline differentials across all five PADDs
  • The gasoline leg of the 3-2-1 crack spread, the standard US refinery margin proxy

What Moves the Price

  • Driving season demand between Memorial Day and Labor Day
  • The spring switch to summer-grade RVP specifications, which tightens supply every year
  • Refinery turnarounds, outages, and hurricane risk on the Gulf Coast
  • Weekly EIA gasoline inventory and implied-demand data
  • Crude price moves, which pass straight through the crack spread
  • Ethanol economics and Renewable Fuel Standard credit (RIN) prices
  • Transatlantic arbitrage economics versus European gasoline
  • US refinery closures shrinking domestic supply capacity

Moments That Made the Market

1984

NYMEX lists leaded, later unleaded, gasoline futures in New York Harbor

2005

RBOB futures launch in October 2005 as MTBE liability forces the switch to ethanol blending; hurricanes Katrina and Rita spike gasoline the same autumn

2008

Gasoline follows crude to record highs; US retail averages above $4 per gallon for the first time in July 2008

2020

COVID lockdowns cut US gasoline demand by nearly half in April 2020; cracks collapse

2022

Post-invasion product shortage drives US retail gasoline to a record $5.02 national average in June 2022

2025

LyondellBasell Houston and Phillips 66 Los Angeles refinery closures remove further US gasoline capacity

What Changed Since the 2010 Handbook Era

  • The contract itself: RBOB with ethanol blending replaced MTBE-era unleaded in 2005-2006
  • The US flipped from structural gasoline importer to one of the largest exporters, mainly to Latin America
  • Refinery closures and conversions removed more than a million barrels per day of US capacity between 2019 and 2025
  • Electric vehicles turned the demand debate from growth-rate to peak-timing, without yet shrinking the base
  • Renewable fuel credits (RINs) became a material, volatile component of blending economics

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