Adams v. A.J. Ballard Jr. Tire & Oil Co., 2006 NCBC 9

Adams v. BP Prods. N. Am., Inc., 2006 NCBC 9

Barnett v. BP Prods. N. Am., Inc., 2006 NCBC 9

 

 

STATE OF NORTH CAROLINA                     

 

CARTERET COUNTY        

 

IN THE GENERAL COURT OF JUSTICE

SUPERIOR COURT DIVISION

01 CVS 1271

 

 

BOBBIE ADAMS, TINA ADAMS, individually and as Guardian Ad Litem of CODY ADAMS and LINDSEY ADAMS, MARJORIE G. ADAMS, ROY THOMAS ADAMS, ROBBIE ADAMS, ANEDA ADAMS, individually and as Guardian Ad Litem of DANIEL ADAMS and DREW ADAMS, ELIZABETH BEALL, individually and as Guardian Ad Litem of AMBER N. ENGLEBY, NATHAN TOMMY GOLDEN, MARTHA A.BELL, individually and as Guardian Ad Litem of CHRIS BELL,  SUNNY HERRING, ELTON GUY BELL, JR., DAVID PRESTON BELL, DAVID CARY BROOKS, STEPHANIE DANIELS, individually and as Guardian Ad Litem of CHARLES DANIELS, DARRIN DANIELS, AMBER DANIELS, DALLAS FRAZIER, and KRISTEN FRAZIER, MARVIN FRAZIER, NAN MORTON FIELDS, DAVID FIELDS, SAMANTHA FIELDS, TROY FIELDS,  

VICTORIA S. GAMBLE, ROSEANNE COLÓN,  SHEILA COLÓN, MARGUERITE GUTHRIE GILLIKIN, ANNA KIM MORTON HADLEY, individually and as Guardian Ad Litem of NICHOLAS SCOTT HADLEY, COREY ALLEN HADLEY, FRANKLIN LEE JENKINS, ALBERT  C. LEWIS, JR., MARGARET J. LEWIS, CHRISTEL ANN LEWIS GEIER, JACKOLINE S. LEWIS, FRONIE LEWIS, JOE LEWIS, individually and as Guardian Ad Litem of CHELSEA LEWIS, SHARON GARNER, individually and as Guardian Ad Litem of JOHN SALTER and BRANDON SALTER,  NATASHA SALTER, JUDY McNAMARA, CHARLES MIZELLE, individually and as Guardian Ad Litem of CARLA  DANETTE MIZELLE, DONNA MIZELLE, ANTHONY R. MORTON, individually and as Guardian Ad Litem of JACOB T. MORTON, SOMMER L. MORTON, DANNY MARK MORTON, individually and as Guardian Ad Litem of VICTORIA LYNN MORTON, DANIELLE MARIE MORTON, GURTHEY MORTON, MILON C. MORTON, SR., SHEILA MORTON, MILON C. MORTON, JR., THURMAN G. MORTON, JR., individually and as Guardian Ad Litem of MATTHEW MORTON, JONI M. MORTON, JULIE SYKES, individually and as Guardian Ad Litem of MIKAYLA SYKES, VERNON MORTON, NANCY MORTON, VIRGINIA B.  MORTON, ROBERT J. NOLAN, DEBORAH A. NOLAN, ROBERT L. NOLAN, DANIEL NOLAN, DOUGLAS NORRIS, LOU ANN NORRIS, ANDREA NORRIS, RICHARD NORRIS, individually and as Guardian Ad Litem of BRANDON NORRIS and LYDIA NORRIS, NANCY NORRIS, STEPHANIE NORRIS, EMMA P. O’NEAL, GREGORY RIGGS, individually and as Guardian Ad Litem of ASHLEY B. RIGGS and SONYA WILLIAMSON, individually and as Guardian Ad Litem of APRIL MOLOSKY, KYLE D. SAWYERS, LOIS SAWYERS, DONALD W. SHOPTAUGH, CHERYL SHOPTAUGH, individually and as Guardian Ad Litem of FAITH D. SHOPTAUGH, CASEY A. SHOPTAUGH, ANDREW E. SHOPTAUGH, LOLA G. SMITH, FRANCINE WINBERRY, PAUL R. SMITH, individually and as Guardian Ad Litem of PAUL R. SMITH, JR.,  CONNIE T. SMITH, individually and as Guardian Ad Litem of  CAMERON  S. THOMPSON, SHERRI SMITH, JAMES ANDREW SMITH, JUDI FARLOW, JERRY E. TAYLOR, SR., LAVERNE S. TAYLOR, JERRY TAYLOR, JR.,  RICHARD TAYLOR, and JENNIFER VanDEVOORD,

 

Plaintiffs,

                               

v.                                                            

 

A. J. BALLARD, JR. TIRE & OIL COMPANY, INCORPORATED, JOYCE D. BALLARD, individually, as trustee for ALBERT CHRISTOPHER BALLARD, and as executrix of the estate of Albert J. Ballard, Jr., ALBERT CHRISTOPHER BALLARD, GARY ALLEN BALLARD, and FISHER STORES, INC.,

 

Defendants.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

STATE OF NORTH CAROLINA                     

 

CARTERET COUNTY

 

IN THE GENERAL COURT OF JUSTICE

SUPERIOR COURT DIVISION

03 CVS 912

 

 

BOBBIE ADAMS, TINA ADAMS, individually and as Guardian Ad Litem of CODY ADAMS and LINDSEY ADAMS, MARJORIE G. ADAMS, ROY THOMAS

ADAMS, ROBBIE ADAMS, ANEDA ADAMS, individually and as Guardian Ad Litem of DANIEL ADAMS and DREW ADAMS, ELIZABETH BEALL, individually and as Guardian Ad Litem of AMBER N. ENGLEBY, NATHAN TOMMY GOLDEN, MARTHA A. BELL, individually and as Guardian Ad Litem of CHRIS BELL,  SUNNY HERRING, ELTON GUY BELL, JR., DAVID PRESTON BELL, DAVID CARY BROOKS, CLARENCE DANIELS, CLAUDIA DANIELS, CHRISTOPHER SCOTT DANIELS, CHRISTIE CANNON, CHARLES DANIELS, STEPHANIE DANIELS, individually and as Guardian Ad Litem of CHARLES A. DANIELS, DARRIN DANIELS, AMBER DANIELS, DALLAS FRAZIER, and KRISTEN FRAZIER, MARVIN FRAZIER, FREDERICK SHAWN DEFEO, JENNIFER MARIE DEFEO, individually and as Guardian Ad Litem of DAVID SHANE DEFEO, NAN MORTON FIELDS, DAVID FIELDS, SAMANTHA FIELDS, TROY FIELDS, VICTORIA S. GAMBLE, SHEILA COLON, ROSEANNE COLON, MARGUERITE GUTHRIE GILLIKIN,  WALLACE A. GUTHRIE, SR., MARILYN W. GUTHRIE, WALLACE A. GUTHRIE, JR., ELAINA B. GUTHRIE, ANNA KIM MORTON HADLEY, individually and as Guardian Ad Litem of NICHOLAS SCOTT HADLEY, COREY ALLEN HADLEY, BRETT HARSTINE, individually and as Guardian Ad Litem of TYLER HARSTINE AND TALON HARSTINE, JENNIFER HARSTINE, FRANKLIN LEE JENKINS, individually and as Guardian Ad Litem of FRANKLIN R. JENKINS and SAMANTHA WEST, ALBERT C. LEWIS, JR., MARGARET J. LEWIS, CHRISTEL ANN LEWIS GEIER, CHARLES P. JACOBI, JR., DORIS H. JACOBI, JACKOLINE S. LEWIS, individually and As Executrix of the Estate of  FRONIE LEWIS, JOE LEWIS, individually and as Guardian Ad Litem of CHELSEA LEWIS, SHARON GARNER, individually and as Guardian Ad Litem of BRANDON SALTER, JOHN SALTER, JR., NATASHA SALTER, JUDY McNAMARA, JAMES SCOTT McNAMARA as Guardian Ad Litem of JAMES SCOTT McNAMARA, JR., TABITHA LYNN McNAMARA, and CODY RAY McNAMARA, CHARLES MIZELLE, individually and as Guardian Ad Litem of CARLA DANETTE MIZELLE, DONNA MIZELLE, ANTHONY R. MORTON, individually and as Guardian Ad Litem of JACOB T. MORTON, SOMMER L. MORTON, DANNY MARK MORTON, individually and as Guardian Ad Litem of VICTORIA  LYNN MORTON, DANIELLE MARIE MORTON, GURTHEY MORTON, MILON C. MORTON, SR., SHEILA MORTON, MILON C. MORTON, JR., THURMAN G. MORTON, JR., individually and as Guardian Ad Litem of MATTHEW MORTON, JONI M. MORTON, JULIE SYKES, individually and as Guardian Ad Litem of MIKAYLA SYKES, VERNON MORTON, NANCY MORTON,VIRGINIA B.  MORTON, ANTHONY MURRAY, WANDA MURRAY, ROBERT A. MURRAY, RONDA E. NIXON, JAMES NIXON, JONATHAN NIXON, ROBERT J. NOLAN, DEBORAH A. NOLAN, ROBERT L. NOLAN,DANIEL NOLAN, DOUGLAS NORRIS, LOU ANN NORRIS, ANDREA NORRIS, RICHARD NORRIS, individually and as Guardian Ad Litem of LYDIA NORRIS, NANCY NORRIS, BRANDON NORRIS, STEPHANIE SKRABACZ, EMMA P. O’NEAL, GREGORY IGGS, individually and as Guardian Ad Litem of ASHLEY B. RIGGS, SONYA WILLIAMSON, individually and as Guardian Ad Litem of APRIL MOLOSKY, KYLE D. SAWYERS, LOIS SAWYERS, DONALD W.  SHOPTAUGH, CHERYL SHOPTAUGH, individually and as Guardian Ad Litem of FAITH D. SHOPTAUGH, CASEY A. SHOPTAUGH, ANDREW E. SHOPTAUGH, LOLA G. SMITH, FRANCINE WINBERRY, PAUL R. SMITH, individually and as Guardian Ad Litem of PAUL R. SMITH, JR.,  CONNIE T. SMITH, individually and as Guardian Ad Litem of CAMERON  S. THOMPSON, SHERRI SMITH, JAMES ANDREW SMITH, JUDI FARLOW, JOHN R. STEWART, JR., VELMA A. STEWART, RODNEY CHARLES STEWART, individually and as Guardian Ad Litem of JORDAN WAYNE STEWART, JENNIFER C. STEWART, JERRY  E. TAYLOR, SR., LAVERNE S. TAYLOR, JERRY TAYLOR, JR., ELIZABETH TAYLOR, individually and as Guardian Ad Litem of FELICIA TAYLOR and SHAINA TAYLOR, RICHARD TAYLOR, and JENNIFER VANDEVOORD, individually and as Guardian Ad Litem of ALEXIS TAYLOR, KEVIN L. UNDERWOOD, VELMAE. UNDERWOOD, individually and as Guardian Ad Litem of KRISTIN N. UNDERWOOD, KEVIN L. UNDERWOOD, JR. and TABITHA L. NIXON,

               

Plaintiffs,                              

 

v.                                                                            

BP PRODUCTS NORTH AMERICA, INC.; BP OIL COMPANY;  SHELL OIL COMPANY; EXXON MOBIL CORPORATION; ATLANTIC RICHFIELD COMPANY; SUN OIL COMPANY; CHEVRON OIL COMPANY; CHEVRON U.S.A, INC.; PHILLIPS PETROLEUM COMPANY; COLONIAL OIL INDUSTRIES, INC.; COLONIAL TERMINALS, INC; TOSCO CORPORATION; WACCAMAW TRANSPORT, INC., and BALLARD TRANSPORT, INC.,                                                                                                                                                                      

 

Defendants.                         

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                 

STATE OF NORTH CAROLINA

 

CARTERET COUNTY

 

IN THE GENERAL COURT OF JUSTICE

SUPERIOR COURT DIVISION

03 CVS 1124

 

LINDA BARNETT, individually and as Guardian Ad Litem of MEGAN WILLIS, SAMANTHA BARNETT and CHRISTOPHER BARNETT, and DEANNA L. ECHTMAN,

 

Plaintiffs,

 

v.

 

BP PRODUCTS NORTH   AMERICA,   INC.;      BP OIL COMPANY;  SHELL OIL COMPANY;  EXXON  MOBIL CORPORATION;  ATLANTIC  RICHFIELD COMPANY; SUN  OIL   COMPANY;   CHEVRON  OIL   COMPANY; CHEVRON  U. S. A,  INC.;   PHILLIPS   PETROLEUM COMPANY;   COLONIAL   OIL   INDUSTRIES,  INC.; COLONIAL TERMINALS, INC; TOSCO CORPORATION; WACCAMAW TRANSPORT,INC.; and BALLARD TRANSPORT, INC.,                           

 

Defendants.                         

 

 

 

 

 

 

 

 

 

 

 

 

           

 

ORDER AND OPINION

{1}             These cases are before the Court on numerous motions argued over an extensive period of time.  It has taken the Court some time to get the record in the position it should be for the determination of the issues by this Court and the appellate courts.  During the course of this litigation a public policy debate over the use of methyl tertiary-butyl ether (“MTBE”), an additive used to increase oxygen content in gasoline, has taken place that has delayed the court’s consideration of the issues until the legislative bodies on the federal and state level had taken some position on the legislation before them.  The issues in these cases are difficult from a legal perspective, complex from a proof perspective, important from an environmental standpoint, and riddled with public policy concerns.  Not insignificantly, they are important to the plaintiffs whose well water has been impacted.  The outcome of these cases could impact the retail price of gasoline in this state.  It will also affect the sources of recovery for well owners whose water supplies are contaminated by leaking underground fuel storage tanks.

{2}             These cases present three key issues with many subparts.  They are:

1)         May refiners be held liable for underground storage tank leaks or spills at sites they do not own?

2)         What causes of action and statutes of limitation and repose apply to leaks or spills that contaminate drinking water under adjacent property?

3)         What state regulations determine when drinking water is contaminated?

{3}             Not all of the defendants are in the same position.  Complaints were filed against different defendants at different times. The cases originally involved two different sites owned by different defendants and supplied by different refiners.  Not all of the plaintiffs have similar claims or damages.  They have been impacted in different ways.  There are issues that affect some parties and do not affect others.  For those reasons, the Court will attempt to identify the undisputed facts and answer the questions that it believes will be of importance to the parties, the public, and the appellate courts. 

 

Hopf & Higley, P.A. by James F. Hopf; Lewis & Roberts, P.L.L.C. by Gary W. Jackson, James A. Roberts, III; Baron & Budd, PC by Carla Burke, Celeste Evangelisti, David Green, and Scott Summy for Plaintiffs.

Ward and Davis, LLP by Catherine Piwowarski and John A.J. Ward for Defendants Ballard Transport, Inc., A.J. Ballard, Jr. Tire and Oil Company, A.J. Ballard, Jr. (deceased), Joyce D. Ballard, Albert Christopher Ballard, and Gary Allen Ballard.

 

Harris, Creech, Ward & Blackerby, PA by Thomas E. Harris; Kirkland & Ellis by John J. Amberg, J. Andrew Langan, and Thomas J. Morel for Defendants BP Products North America Inc. and Atlantic Richfield Company.

 

            Tennille, Judge.

 

{4}             For purposes of addressing the issues in some logical fashion, the Court will describe the parties and the procedural posture of the pending motions and then follow the outline below.

 

FACTUAL AND STRUCTURAL FRAMEWORK

I.                    What is MTBE and why is it used in the refining of some gasoline?

II.                 Clean air v. clean water—what are the public policy concerns?

III.               How does North Carolina address the problem created by leaking Underground Storage Tanks (USTs)?

IV.              How does North Carolina regulate drinking water purity?

V.                 What is the factual history of well contamination in the Broad Creek Community?

VI.              What is the factual history of the Ballard Site?

VII.            What are the additional relevant facts?

VIII.         What does the record demonstrate as to the involvement of the individual Ballard Defendants?

 

LEGAL QUESTIONS

I.                    Are refiners that sell gasoline containing MTBE free from liability when that gasoline is released from USTs as a result of the negligence of others?

A.           May the proximate causation barrier be overcome by finding “forseeability” of negligent conduct by owner/operators of USTs?

B.            May the proximate causation barrier be overcome by holding refiners strictly liable for adding MTBE to gasoline?

C.           May the proximate causation barrier be overcome by applying the products liability statute?  Is summary judgment appropriate on the issue of whether selling gasoline containing MTBE constitutes negligent conduct?

II.                 What statutes of limitations and repose apply in this case?

A.           Do the statutes of repose apply to sales of gasoline containing MTBE?

B.            What statutes of limitation apply when gasoline leaks from an UST: (a) as to the refiner selling the gas, and (b) as to the tank owner/operator responsible for the leak?

C.           If the statutes of limitation and repose apply, have Plaintiffs raised an issue of fact with respect to the question of whether a leak occurred at the Ballard Site within a period not barred by the statute of limitations or the statute of repose?

III.               Which state regulated drinking water standards determine the basis for liability in contamination cases, and what triggers any applicable statute of limitations in those cases?

IV.              Do Plaintiffs have a claim that survives summary judgment as to any one of the Ballard Defendants?

V.                 Are Defendants entitled to summary judgment as a matter of law with respect to the res ipsa, fraud, nuisance, trespass, willful and wanton negligence, and OPHSCA claims?

 

SUMMARY OF DECISIONS

{5}             The Court has concluded that:

1)                  Refiners who do not own or control retail or wholesale locations are not responsible for injuries resulting from actions of the owners of the USTs located at those sites.  The intervening negligence of tank owner/operators insulates refiners from liability.

2)                  Even if refiners are not insulated from liability, the issue of whether or not refiners are negligent in using MTBE as an oxygenate in gasoline would be an issue upon which neither side would be entitled to summary judgment.

3)                  The interrelationship between the level of contamination providing the basis for liability and the triggering of the running of the statute of limitations is critical.  If the contamination level giving rise to liability were poorly defined, for example by taste or odor, and the statute of limitations were to start to run when the poorly defined contamination level is reached, well owners might not get the water tested and might not be aware of a problem until after the statute of limitations has run.  If the level is more precisely defined, for example by the maximum allowable concentration levels as defined by state regulations, and confirmed by testing, the statute of limitations should not begin to run until the higher levels are confirmed. 

4)                  The maximum concentration levels for specific chemicals have been set in health standards and thus should be reliable in protecting users of the well water.[1]  As a corollary, when a well owner ceases to use her well as a result of perceived contamination of any kind from a particular source, the statute of limitations should begin to run at that point.

5)                  If Refiner Defendants were not insulated from liability, the ten-year and six-year statutes of repose would apply to product liability claims arising out of the sales of gasoline by the Refiner Defendants and begin to run when the refiners transfer title to the product to the retailer or wholesaler and bar any claims arising out of sales outside the repose period.

6)                  The ten-year and six-year statutes of repose apply to product liability claims against the Ballard Defendants and began to run whenever there was a leak which resulted in contamination of Plaintiffs’ wells and bar any claims for product liability arising from leaks or spills outside the repose period.

7)                  The three-year statute of limitations applies to the simple negligence claims against the Ballard Defendants and begins to run when an injury occurs as defined below.

8)                  The three-year statute of limitations applies to the trespass and nuisance claims against the Ballard Defendants and begins to run when an injury occurs as defined below.

9)                  The state regulations for ground water govern whether a well owner has a claim for contamination.  A cause of action based upon contamination of well water by a specific chemical does not accrue until the well owner becomes aware that the concentration levels for that specific chemical have exceeded state standards.  Accordingly the plaintiffs whose wells have been affected by contamination from MTBE or benzene above the state levels have a cause of action which has accrued and which is maintainable if suit was filed within the applicable statutes of limitation.  Those plaintiffs who were affected by wells which have not evidenced contamination from MTBE or benzene above state levels do not have a cause of action which has yet accrued and those claims are subject to dismissal for that reason.  Those claims could be asserted later if the contamination levels exceed permissible levels. 

10)              Refiner liability, if any, would be limited to those wells which, when tested, showed MTBE present at levels higher than 200 parts per billion (“ppb”), the maximum allowable concentration as defined by state regulations.  The Ballard Defendants’ liability may extend to wells with other contamination (i.e. benzene) in excess of state regulations.  The specific guidelines for maximum allowable concentration levels for chemicals specified in the state regulations are chosen for their certainty and reliability.  They provide a bright line test for contamination based on science.  At best, only three wells used by Plaintiffs have MTBE contamination in excess of levels permitted by state regulations.

11)              There is insufficient evidence in this record to establish that the Refiner Defendants sold product containing MTBE to the Ballard Site within the three-, six-, or ten-year periods of limitation and repose, which gasoline leaked or was spilled in a manner causing injury to Plaintiffs’ wells. 

12)              There is sufficient evidence in this record to raise an issue of fact with respect to whether there were leaks or spills on the Ballard Site which continue to cause contamination of some wells in the Broad Creek Community, for which some, but not all, of the Ballard Defendants may be liable.  The wells that may have been impacted are confined to the Central District as defined herein.

13)              All defendants are entitled to summary judgment on the res ipsa and fraud claims.

14)              With respect to the 1987 leak at the Ballard Site, the notice provided to Plaintiffs by DENR was in compliance with state regulations and was sufficient notice of the existence of a problem to start the statute of limitations running with respect to claims arising out of that incident.  Accordingly, the statute of limitations has run on claims arising out of that leak except for claims associated with the failure of the responsible parties to remediate or for continuing trespass and nuisance.

 

PARTIES

{6}             Plaintiffs are citizens and residents, or former citizens and residents, of the Broad Creek Community, located in Newport, Carteret County, North Carolina.  It is a close-knit community.  Although the claims are filed individually, Plaintiffs have pursued the litigation jointly.  Each plaintiff alleges contamination of his or her well or water supply.  Different wells have different levels of contamination and different kinds of contamination, and different plaintiffs allegedly suffered different injuries.  Some plaintiffs have connected to other available water supplies.  Some have not.  All claim to have been impacted by the contamination of their water supply by fuel leaks from two sites.  Some plaintiffs have claims for personal injury, and some are limited to property damage.  Attached hereto as Appendix A and incorporated herein is a schedule showing each plaintiff, the well(s) he or she used, the levels of MTBE found in the well(s), and the levels of benzene found in the well(s). [2]

{7}             Defendant A.J. Ballard, Jr. Tire & Oil Company, Incorporated (“Ballard Tire & Oil Co.”), is a North Carolina corporation, with its principal place of business located at 3500 Clarendon Blvd., New Bern, Craven County, North Carolina.  At all times relevant to the allegations in the Complaint, Defendant Ballard Tire & Oil Co. was authorized to conduct, and did conduct, business in the State of North Carolina.

{8}             Defendant A.J. Ballard, Jr. was a citizen and resident of New Bern, Craven County, North Carolina.  He is deceased, and his estate has been substituted as a party.

{9}             Defendant Joyce D. Ballard is a citizen and resident of New Bern, Craven County, North Carolina.  Plaintiffs brought suit against Joyce Ballard both as an individual and in her capacity as trustee for Albert Christopher Ballard.

{10}         Defendant Albert Christopher Ballard is a citizen and resident of Pitt County, North Carolina.

{11}         Defendant Gary Allen Ballard is a citizen and resident of Craven County, North Carolina.

{12}         Defendants A.J. Ballard, Jr., Joyce D. Ballard, Albert Christopher Ballard, and Gary Allen Ballard will be collectively referred to herein as the “Individual Ballard Defendants” unless individual treatment is warranted.  Defendants Ballard Tire & Oil Co. and the Individual Ballard Defendants will be collectively referred to herein as the “Ballard Defendants” unless individual treatment is warranted.  At  times relevant to the allegations in the Complaint, various of the Ballard Defendants were the owners, occupiers, and/or operators of real property located on Highway 24, Post Office Box 1465, City of Newport, Carteret County, North Carolina, upon which is located a gas station or facility known as “First Stop Food Store No. 2,” which sells fuel and other petroleum products.  This will sometimes be referred to as the “Ballard Site”. 

{13}         Defendant BP Products North America, Inc. is a Maryland corporation, with its principal place of business in Chicago, Illinois.  Defendant BP Oil Company is a Delaware corporation, with its principal place of business in Cleveland, Ohio.  Defendant BP Oil sold product to the Ballard Site.

{14}         Defendant Atlantic Richfield Company (“ARCO”), at the time the Complaint was filed, was a Delaware corporation, with its principal place of business in Chicago, Illinois.  ARCO has merged with and is now a subsidiary of BP Oil.  ARCO sold product to the Ballard Site.

{15}         BP Products North America, Inc., BP Oil Company, and ARCO will hereinafter be collectively referred to as “Refiner Defendants.”  These defendants sold product to the Ballard Site up until 2002.  The other oil company defendants, who sold to the Fisher Site and the owners of the Fisher Site, have resolved their disputes with Plaintiffs.  Those defendants are no longer parties to this lawsuit.

{16}         Defendant Fisher Stores, Inc. (“Fisher Stores”) is a North Carolina corporation with its principal place of business located at 110 Riverdale Road, Craven County, New Bern, North Carolina (“Fisher Site”).  At all times relevant to the allegations in the Complaint, Defendant Fisher Stores was authorized to conduct, and did conduct, business in the State of North Carolina.  All claims brought against Defendant Fisher Stores have been resolved.

{17}         Defendant Shell Oil Company is a Delaware corporation, with its principal place of business in Houston, Texas.  Shell Oil Company sold product to the Fisher Site.

{18}         Defendant Exxon Mobil Corporation is a New Jersey corporation, with its principal place of business in Houston, Texas.  Exxon Mobil Corporation sold product to the Fisher Site.

{19}         Defendant Chevron Oil Company is a California corporation, with its principal place of business in San Francisco, California.  Defendant Chevron U.S.A., Inc. is a Pennsylvania corporation, with its principal place of business in San Ramon, California.  Chevron U.S.A., Inc. sold product to the Fisher Site.

{20}         Defendant Phillips Petroleum Company is a Delaware corporation, with its principal place of business in Bartlesville, Oklahoma.  Phillips Petroleum Company sold product to the Fisher Site.

{21}         Defendant Tosco Corporation is a Nevada corporation, with its principal place of business in Stanford, Connecticut.  Tosco Corporation sold product to the Fisher Site.

{22}         Defendant Sun Oil Company is a Delaware corporation, with its principal place of business in Philadelphia, Pennsylvania.  Sun Oil Company sold product to the Fisher Site.

{23}         No claims remain against the other defendants.

 

 

FACTS

 

I.          MTBE:  What it is and why it is used in some gasoline

{24}         Methyl tertiary-butyl ether (“MTBE”) is a chemical compound produced from the chemical reaction of methanol and isobutylene.  MTBE is commonly and almost exclusively used as an additive to motor gasoline and is part of a group of chemicals called “oxygenates,” which increase oxygen content when added to gasoline.  Greater oxygen levels allow gasoline to burn more completely.  More efficient combustion reduces harmful tailpipe emissions from motor vehicles. 

{25}         Gasoline refiners began using MTBE to replace lead in gasoline in the late 1970s, with the adoption of the U.S Environmental Protection Agency (“EPA”)’s tetraethyl lead phase-down program.  Prior to the program’s adoption, approximately 250,000 tons of tetraethyl lead were added annually to gasoline to increase octane ratings and, consequently, engine efficiency.  Agency for Toxic Substances and Disease Registry, U.S. Dept. of Health & Human Servs. – Public Health Service, Toxicological Profile for Lead, Draft for Public Comment, at 271 (Sept. 2005), available at http://www.atsdr.cdc.gov/toxprofiles/tp13.pdf.  The EPA adopted the phase-down program after it determined that lead additives “would impair the performance of emission control systems installed on motor vehicles and that lead particle emission from motor vehicles presented a significant health risk to urban populations.”  Id.  The effect of the phase-down program was to reduce lead content in gasoline to less than 1% of the amount used in 1970, when lead content levels in gasoline peaked.  Id.

{26}         The U.S. Congress amended the Clean Air Act (“CAA”) in 1990 and in doing so banned the use of gasoline containing lead or lead additives as fuel in motor vehicles.  Id.  The EPA incorporated the statutory ban in 1996 in a rule redefining unleaded gasoline to contain only trace amounts of lead and prohibiting the use of lead additives in unleaded gasoline.  Id.  The 1990 amendments also created more oxygenate requirements for gasoline in many areas in order to reduce harmful emissions.  Since the adoption of the 1990 CAA amendments, MTBE has been used at greater concentrations in gasoline to meet the increased oxygenate requirements of the Act.[3]  As a result, the use of reformatted gasoline (“RFG”), containing oxygenates such as MTBE, is said to have produced significant annual reductions of smog-forming pollutants and toxins.  See U.S. Environmental Protection Agency, Methyl Tertiary Butyl Ether (MTBE), available at http://www.epa.gov/mtbe/gas.htm. 

 

II.         Clean Air v. Clean Water

{27}         The use of MTBE as an oxygenate in reformulated gasoline has provoked a national debate.  As a result, the EPA appointed the Blue Ribbon Panel on Oxygenates in Gasoline (the “Blue Ribbon Panel”) in 1998 to investigate the air quality benefits and water quality concerns associated with oxygenates in gasoline.  The Report of the Blue Ribbon Panel provides a concise summary of the policy issues posed by the inclusion of MTBE in gasoline products:

The Clean Air Act requires that RFG contain 2% oxygen, by weight.  Over 85% of RFG contains the oxygenate methyl tertiary butyl ether (MTBE) and approximately 8% contains ethanol - a domestic fuel-blending stock made from grain and potentially from recycled biomass waste.  There is disagreement about the precise role of oxygenates in attaining the RFG air quality benefits although there is evidence from the existing program that increased use of oxygenates results in reduced carbon monoxide emissions, and it appears that additives contribute to reductions in aromatics in fuels and related air benefits.  It is possible to formulate gasoline without oxygenates that can attain similar air toxics reductions, but less certain that, given current federal RFG requirements, all fuel blends created without oxygenates could maintain the benefits provided today by oxygenated RFG.

At the same time, the use of MTBE in the program has resulted in growing detections of MTBE in drinking water, with between 5% and 10% of drinking water supplies in high oxygenate use areas showing at least detectable amounts of MTBE.  The great majority of these detections to date have been well below levels of public health concern, with approximately one percent rising to levels above 20 ppb.  Detections at lower levels have, however, raised consumer taste and odor concerns that have caused water suppliers to stop using some water supplies and to incur costs of treatment and remediation.   The contaminated wells include private wells that are less well protected than public drinking water supplies and not monitored for chemical contamination.  There is also evidence of contamination of surface waters, particularly during summer boating seasons.

The major source of groundwater contamination appears to be releases from underground gasoline storage systems (UST).  These systems have been upgraded over the last decade, likely resulting in reduced risk of leaks.  However, approximately 20% of the storage systems have not yet been upgraded, and there continue to be reports of releases from some upgraded systems, due to inadequate design, installation, maintenance, and/or operation.  In addition, many fuel storage systems (e.g. farms, small above-ground tanks) are not currently regulated by U.S. EPA.  Beyond groundwater contamination from UST sources, the other major sources of water contamination appear to be small and large gasoline spills to ground and surface waters, and recreational water craft - particularly those with older motors - releasing unburned fuel to surface waters.

Blue Ribbon Panel, Achieving Clean Air and Clean Water: The Report of the Blue Ribbon Panel on Oxygenates in Gasoline, at 1-2 (Sept. 15, 1999) (footnote omitted), available at http://www.epa.gov/otaq/consumer/fuels/oxypanel/r99021.pdf.  The Blue Ribbon Panel summarized its findings as follows:

Based on its review of the issues, the Panel made the following overall findings:

·                    The distribution, use, and combustion of gasoline poses risks to our environment and public health. 

·                    RFG provides considerable air quality improvements and benefits for millions of US citizens.

·                    The use of MTBE has raised the issue of the effects of both MTBE alone and MTBE in gasoline.  This panel was not constituted to perform an independent comprehensive health assessment and has chosen to rely on recent reports by a number of state, national, and international health agencies.  What seems clear, however, is that MTBE, due to its persistence and mobility in water, is more likely to contaminate ground and surface water than the other components of gasoline.

·                    MTBE has been found in a number of water supplies nationwide, primarily causing consumer odor and taste concerns that have led water suppliers to reduce use of those supplies. Incidents of MTBE in drinking water supplies at levels well above EPA and state guidelines and standards have occurred, but are rare.  The Panel believes that the occurrence of MTBE in drinking water supplies can and should be substantially reduced.

·                    MTBE is currently an integral component of the U.S. gasoline supply both in terms of volume and octane.  As such, changes in its use, with the attendant capital construction and infrastructure modifications, must be implemented with sufficient time, certainty, and flexibility to maintain the stability of both the complex U. S. fuel supply system and gasoline prices.

Id. at 2-3.

{28}         The debate has not subsided or been resolved. During the last session of Congress, the entire energy package of legislation was held up by a debate over the inclusion of a provision which would have eliminated oil company liability for use of MTBE in reformulated gasoline.  See 151 Cong. Rec. H5772 (daily ed. July 13, 2005) (debate on the motion offered by Congresswoman Capps to instruct the House managers not to agree to a provision limiting MTBE liability for refiners at the conference meeting on the Energy Policy Act of 2005). That provision was ultimately eliminated from the legislation.  See Energy Policy Act of 2005, Pub. L. No. 109-58 (2005).  Had it passed, the claims in this case against the defendant oil companies would have been barred.

{29}         North Carolina also considered an outright ban on gasoline containing MTBE.  The General Assembly did pass legislation which bans the use of MTBE in gasoline in North Carolina beginning in 2008