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EIA Weekly Petroleum Report - Feb 9

Posted: Wed Feb 09, 2022 10:46 am
by dan_s
Summary of Weekly Petroleum Data for the week ending February 4, 2022

Your focus should be on how far below the 5-year average all of the inventories are.

U.S. crude oil refinery inputs averaged 15.6 million barrels per day during the week ending February 4, 2022 which was 328,000 barrels per day more than the previous week’s average.
Refineries operated at 88.2% of their operable capacity last week. < Needs to go over 92% to rebuild refined product inventories.
Gasoline production increased last week, averaging 9.4 million barrels per day.
Distillate fuel production increased last week, averaging 4.7 million barrels per day.

U.S. crude oil imports averaged 6.4 million barrels per day last week, decreased by 0.7 million barrels per day from the previous week. Over the past four weeks, crude oil imports averaged about 6.6 million barrels per day, 12.7% more than the same four-week period last year.
Total motor gasoline imports (including both finished gasoline and gasoline blending components) last week averaged 514,000 barrels per day, and distillate fuel imports averaged 440,000 barrels per day. < The Northeast is forced to import refined products because they don't have enough pipeline capacity connecting the region to the U.S. Gulf Coast, the largest and best refiners in the world.

> U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum Reserve) decreased by 4.8 million barrels from the previous week. At 410.4 million barrels, U.S. crude oil inventories are about 11% below the five year average for this time of year.
> Total motor gasoline inventories decreased by 1.6 million barrels last week and are about 3% below the five year average for this time of year. Finished gasoline and blending components inventories both decreased last week.
> Distillate fuel inventories decreased by 0.9 million barrels last week and are about 19% below the five year average for this time of year.
> Propane/propylene inventories decreased by 1.9 million barrels last week and are about 11% below the five year average for this time of year.
>>Total commercial petroleum inventories decreased by 8.1 million barrels last week. < U.S. petroleum inventories, especially crude oil need to increase during Q1, so we have enough oil-based products to meet demand in Q2. Demand for transportation fuels always increases in Q2 and summer blends of gasoline require more crude oil than winter blends.

Total products supplied over the last four-week period averaged 21.9 million barrels a day, up by 12.3% from the same period last year. Over the past four weeks, motor gasoline product supplied averaged 8.5 million barrels a day, up by 7.9% from the same period last year.
Distillate fuel product supplied averaged 4.6 million barrels a day over the past four weeks, up by 9.9% from the same period last year.
Jet fuel product supplied was up 30.4% compared with the same four week period last year.

Re: EIA Weekly Petroleum Report - Feb 9

Posted: Wed Feb 09, 2022 11:03 am
by dan_s
MY TAKE:
> U.S. petroleum inventories need to be much higher to support the surge in demand coming from "Post-Pandemic World".
> The HUGE deficit in diesel inventories is a big concern.
> Higher fuel costs are like a tax on consumers, and they hurt working people the most.
> Higher diesel prices will increase the price of all goods and services.
> Winter Storm Landon had a lot to do with the inventory declines last week. We should be seeing regular builds this time of year.
> Iran: I believe Iran has been exporting a high percentage of their oil to China and Team Biden's weakness gives them the edge during negotiations. Even if all sanctions against Iran are lifted tomorrow, it will not create the surge in oil supply that most of the Wall Street Gang expects.
> Russia/Ukraine: I hope and pray that Russia does not invade Ukraine. I pray even harder that the U.S. stays out of the conflict. A shooting war with Russia is not going to end well. I think Putin is smart enough to know this. At least I hope so. The tough talk coming from Biden and lots of Republicans is not helping. Washington should let Europe deal with Russia. Is Ukraine vital to our national interest?, not in my opinion.