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EIA, week ending 10/16 Crude: 412.5M (-3.1M) Domestic prod: 13.269MMbpd (-0.410MMbpd) Cushing: 27.6M (+1.0M) Gasoline: 205.3M (-3.0M) Mogas: 8.982MMbpd (+0.574MMbpd) Distillates: 104.3M (+1.7M) Refiner utilz: 93.4% (-0.1%) Ref inputs: 16.860MMbpd (-0.011MMbpd) Exports: 10.849MMbpd (-1.095MMbpd)

Global commercial stocks, year-over-year (EIA STEO monthly, actuals only — forecast tail dropped): OECD total, US, and rest-of-OECD.

EIA, week ending 10/16 Crude: 412.5M (-3.1M) Domestic prod: 13.269MMbpd (-0.410MMbpd) Cushing: 27.6M (+1.0M) Gasoline: 205.3M (-3.0M) Mogas: 8.982MMbpd (+0.574MMbpd) Distillates: 104.3M (+1.7M) Refiner utilz: 93.4% (-0.1%) Ref inputs: 16.860MMbpd (-0.011MMbpd) Exports: 10.849MMbpd (-1.095MMbpd)

US crude oil — week ending 2026-10-16 Commercial & total (incl SPR) stocks plus crude imports and net imports, weekly by calendar week vs prior years and the 5-yr range. (EIA WPSR) 🧵

EIA, week ending 10/16 Crude: 412.5M (-3.1M) Domestic prod: 13.269MMbpd (-0.410MMbpd) Cushing: 27.6M (+1.0M) Gasoline: 205.3M (-3.0M) Mogas: 8.982MMbpd (+0.574MMbpd) Distillates: 104.3M (+1.7M) Refiner utilz: 93.4% (-0.1%) Ref inputs: 16.860MMbpd (-0.011MMbpd) Exports: 10.849MMbpd (-1.095MMbpd)

EIA STEO — Sep vs Aug 2026 (MoM) OECD stocks: 2683.2 Mbbl (-32.4 Mbbl) US stocks: 1249.3 Mbbl (+5.4 Mbbl) Rest OECD: 1433.9 Mbbl (-37.8 Mbbl) World supply: 101.3 Mb/d (+0.9 Mb/d) World demand: 104.2 Mb/d (+0.8 Mb/d) Inventory: -2.9 Mb/d (+0.0 Mb/d) Source: EIA STEO.

EIA, week ending 10/9 Crude: 415.6M (-8.6M) Domestic prod: 13.679MMbpd (-0.300MMbpd) Cushing: 26.6M (+1.9M) Gasoline: 208.3M (+3.5M) Mogas: 8.408MMbpd (-0.361MMbpd) Distillates: 102.6M (-2.5M) Refiner utilz: 93.5% (+0.8%) Ref inputs: 16.871MMbpd (+0.159MMbpd) Exports: 11.944MMbpd (-0.894MMbpd)

Global commercial stocks, year-over-year (EIA STEO monthly, actuals only — forecast tail dropped): OECD total, US, and rest-of-OECD.

EIA, week ending 10/9 Crude: 415.6M (-8.6M) Domestic prod: 13.679MMbpd (-0.300MMbpd) Cushing: 26.6M (+1.9M) Gasoline: 208.3M (+3.5M) Mogas: 8.408MMbpd (-0.361MMbpd) Distillates: 102.6M (-2.5M) Refiner utilz: 93.5% (+0.8%) Ref inputs: 16.871MMbpd (+0.159MMbpd) Exports: 11.944MMbpd (-0.894MMbpd)

US crude oil — week ending 2026-10-09 Commercial & total (incl SPR) stocks plus crude imports and net imports, weekly by calendar week vs prior years and the 5-yr range. (EIA WPSR) 🧵

EIA, week ending 10/9 Crude: 415.6M (-8.6M) Domestic prod: 13.679MMbpd (-0.300MMbpd) Cushing: 26.6M (+1.9M) Gasoline: 208.3M (+3.5M) Mogas: 8.408MMbpd (-0.361MMbpd) Distillates: 102.6M (-2.5M) Refiner utilz: 93.5% (+0.8%) Ref inputs: 16.871MMbpd (+0.159MMbpd) Exports: 11.944MMbpd (-0.894MMbpd)

EIA STEO — Sep vs Aug 2026 (MoM) OECD stocks: 2683.2 Mbbl (-32.4 Mbbl) US stocks: 1249.3 Mbbl (+5.4 Mbbl) Rest OECD: 1433.9 Mbbl (-37.8 Mbbl) World supply: 101.3 Mb/d (+0.9 Mb/d) World demand: 104.2 Mb/d (+0.8 Mb/d) Inventory: -2.9 Mb/d (+0.0 Mb/d) Source: EIA STEO.

EIA, week ending 10/2 Crude: 424.1M (-3.2M) Domestic prod: 13.979MMbpd (+0.024MMbpd) Cushing: 24.7M (+0.4M) Gasoline: 204.7M (+0.4M) Mogas: 8.769MMbpd (+0.080MMbpd) Distillates: 105.1M (-0.0M) Refiner utilz: 92.7% (+0.2%) Ref inputs: 16.712MMbpd (+0.042MMbpd) Exports: 12.838MMbpd (+1.774MMbpd)

Global commercial stocks, year-over-year (EIA STEO monthly, actuals only — forecast tail dropped): OECD total, US, and rest-of-OECD.

EIA, week ending 10/2 Crude: 424.1M (-3.2M) Domestic prod: 13.979MMbpd (+0.024MMbpd) Cushing: 24.7M (+0.4M) Gasoline: 204.7M (+0.4M) Mogas: 8.769MMbpd (+0.080MMbpd) Distillates: 105.1M (-0.0M) Refiner utilz: 92.7% (+0.2%) Ref inputs: 16.712MMbpd (+0.042MMbpd) Exports: 12.838MMbpd (+1.774MMbpd)

US crude oil — week ending 2026-10-02 Commercial & total (incl SPR) stocks plus crude imports and net imports, weekly by calendar week vs prior years and the 5-yr range. (EIA WPSR) 🧵

EIA, week ending 10/2 Crude: 424.1M (-3.2M) Domestic prod: 13.979MMbpd (+0.024MMbpd) Cushing: 24.7M (+0.4M) Gasoline: 204.7M (+0.4M) Mogas: 8.769MMbpd (+0.080MMbpd) Distillates: 105.1M (-0.0M) Refiner utilz: 92.7% (+0.2%) Ref inputs: 16.712MMbpd (+0.042MMbpd) Exports: 12.838MMbpd (+1.774MMbpd)

EIA STEO — Sep vs Aug 2026 (MoM) OECD stocks: 2683.2 Mbbl (-32.4 Mbbl) US stocks: 1249.3 Mbbl (+5.4 Mbbl) Rest OECD: 1433.9 Mbbl (-37.8 Mbbl) World supply: 101.3 Mb/d (+0.9 Mb/d) World demand: 104.2 Mb/d (+0.8 Mb/d) Inventory: -2.9 Mb/d (+0.0 Mb/d) Source: EIA STEO.

EIA, week ending 9/25 Crude: 427.3M (+0.9M) Domestic prod: 13.955MMbpd (+0.016MMbpd) Cushing: 24.3M (+0.6M) Gasoline: 204.4M (-1.7M) Mogas: 8.689MMbpd (-0.158MMbpd) Distillates: 105.2M (-2.3M) Refiner utilz: 95.3% (-1.3%) Ref inputs: 16.670MMbpd (-0.281MMbpd) Exports: 11.619MMbpd (-0.208MMbpd)

Global commercial stocks, year-over-year (EIA STEO monthly, actuals only — forecast tail dropped): OECD total, US, and rest-of-OECD.

EIA, week ending 9/25 Crude: 427.3M (+0.9M) Domestic prod: 13.955MMbpd (+0.016MMbpd) Cushing: 24.3M (+0.6M) Gasoline: 204.4M (-1.7M) Mogas: 8.689MMbpd (-0.158MMbpd) Distillates: 105.2M (-2.3M) Refiner utilz: 95.3% (-1.3%) Ref inputs: 16.670MMbpd (-0.281MMbpd) Exports: 11.619MMbpd (-0.208MMbpd)

US crude oil — week ending 2026-09-25 Commercial & total (incl SPR) stocks plus crude imports and net imports, weekly by calendar week vs prior years and the 5-yr range. (EIA WPSR) 🧵

EIA, week ending 9/25 Crude: 427.3M (+0.9M) Domestic prod: 13.955MMbpd (+0.016MMbpd) Cushing: 24.3M (+0.6M) Gasoline: 204.4M (-1.7M) Mogas: 8.689MMbpd (-0.158MMbpd) Distillates: 105.2M (-2.3M) Refiner utilz: 95.3% (-1.3%) Ref inputs: 16.670MMbpd (-0.281MMbpd) Exports: 11.619MMbpd (-0.208MMbpd)

EIA STEO — Aug vs Jul 2026 (MoM) OECD stocks: 2703.5 Mbbl (-32.3 Mbbl) US stocks: 1238.6 Mbbl (+15.3 Mbbl) Rest OECD: 1464.9 Mbbl (-47.6 Mbbl) World supply: 99.6 Mb/d (-2.1 Mb/d) World demand: 103.7 Mb/d (+1.9 Mb/d) Inventory: -4.1 Mb/d (-4.0 Mb/d) Source: EIA STEO.

EIA, week ending 9/18 Crude: 426.4M (+3.0M) Domestic prod: 13.939MMbpd (-0.005MMbpd) Cushing: 23.7M (+2.3M) Gasoline: 206.0M (-1.7M) Mogas: 8.847MMbpd (+0.049MMbpd) Distillates: 107.4M (-0.4M) Refiner utilz: 96.6% (-0.9%) Ref inputs: 16.951MMbpd (-0.498MMbpd) Exports: 11.827MMbpd (-0.109MMbpd)

Global commercial stocks, year-over-year (EIA STEO monthly, actuals only — forecast tail dropped): OECD total, US, and rest-of-OECD.

EIA, week ending 9/18 Crude: 426.4M (+3.0M) Domestic prod: 13.939MMbpd (-0.005MMbpd) Cushing: 23.7M (+2.3M) Gasoline: 206.0M (-1.7M) Mogas: 8.847MMbpd (+0.049MMbpd) Distillates: 107.4M (-0.4M) Refiner utilz: 96.6% (-0.9%) Ref inputs: 16.951MMbpd (-0.498MMbpd) Exports: 11.827MMbpd (-0.109MMbpd)

US crude oil — week ending 2026-09-18 Commercial & total (incl SPR) stocks plus crude imports and net imports, weekly by calendar week vs prior years and the 5-yr range. (EIA WPSR) 🧵

EIA, week ending 9/18 Crude: 426.4M (+3.0M) Domestic prod: 13.939MMbpd (-0.005MMbpd) Cushing: 23.7M (+2.3M) Gasoline: 206.0M (-1.7M) Mogas: 8.847MMbpd (+0.049MMbpd) Distillates: 107.4M (-0.4M) Refiner utilz: 96.6% (-0.9%) Ref inputs: 16.951MMbpd (-0.498MMbpd) Exports: 11.827MMbpd (-0.109MMbpd)

EIA, week ending 9/11 Crude oil: -0.6M Domestic prod: 13.944MMbpd Cushing: -0.3M Gasoline: +0.8M Mogas supplied: 8.798MMbpd Distillates: +1.6M Refiner utilz: 97.5% Ref inputs: 17.449MMbpd Total exports: 11.936MMbpd

Global commercial stocks, year-over-year (EIA STEO monthly, actuals only — forecast tail dropped): OECD total, US, and rest-of-OECD.

EIA, week ending 9/11 Crude oil: -0.6M Domestic prod: 13.944MMbpd Cushing: -0.3M Gasoline: +0.8M Mogas supplied: 8.798MMbpd Distillates: +1.6M Refiner utilz: 97.5% Ref inputs: 17.449MMbpd Total exports: 11.936MMbpd

US crude oil — week ending 2026-09-11 Commercial & total (incl SPR) stocks plus crude imports and net imports, weekly by calendar week vs prior years and the 5-yr range. (EIA WPSR) 🧵

EIA, week ending 9/11 Crude oil: -0.6M Domestic prod: 13.944MMbpd Cushing: -0.3M Gasoline: +0.8M Mogas supplied: 8.798MMbpd Distillates: +1.6M Refiner utilz: 97.5% Ref inputs: 17.449MMbpd Total exports: 11.936MMbpd

Unusual: NYH WTI 3-2-1 and ULSD cracks rank in the top 5% versus the prior 5 years. Risk: If below-seasonal inventories and year-over-year declines persist alongside 36 weeks of above-seasonal refinery use, operational or price risk could increase.

Global commercial stocks, year-over-year (EIA STEO monthly, actuals only — forecast tail dropped): OECD total, US, and rest-of-OECD.

Unusual: NYH WTI 3-2-1 and ULSD cracks rank in the top 5% versus the prior 5 years. Risk: If below-seasonal inventories and year-over-year declines persist alongside 36 weeks of above-seasonal refinery use, operational or price risk could increase.

US crude oil — week ending 2026-09-04 Commercial & total (incl SPR) stocks plus crude imports and net imports, weekly by calendar week vs prior years and the 5-yr range. (EIA WPSR) 🧵