【周度数据追踪】成品油补库，原油压力略有缓解

Group 1: Crude Oil Supply - Crude oil production slightly decreased by 10,000 barrels per day to 13,843,000 barrels per day, maintaining historical highs with stable production levels [5] - The number of active oil rigs increased by 1, indicating limited new capacity growth [5] - Crude oil exports surged by 655,000 barrels per day, while imports saw a slight decline, leading to a significant narrowing of net imports [5] Group 2: Crude Oil Demand - U.S. crude oil demand showed a slight decline but remains significantly above historical averages, with refinery processing volumes increasing moderately [10][52] - Overall demand on the consumption side is maintaining stability, reflecting a resilient market despite minor fluctuations [10][52] Group 3: Crude Oil Inventory - The U.S. commercial crude oil inventory decreased by 1,274,000 barrels, while gasoline inventories increased by 4,808,000 barrels, indicating a mixed inventory trend [31] - The Cushing region saw a drawdown of 742,000 barrels, while the PADD3 demand area experienced a reduction of 1,090,000 barrels [54] Group 4: Refined Oil Supply - Refinery utilization rates increased by 0.3% to 94.8%, remaining at historically high levels with stable operations [21] - Recent fluctuations in refinery maintenance levels are significantly above historical averages, but current maintenance scales are still low, suggesting high operational capacity in the near future [21] Group 5: Refined Oil Consumption - Refined oil demand showed a slight decline, with gasoline demand experiencing a minor increase while jet fuel demand decreased [65] - Industrial oil products, such as distillates, saw a decrease in demand, while propane and propylene demand remained stable [65] Group 6: Terminal Consumption - Highway travel mileage remains near historical highs, indicating strong logistics and travel demand, with TSA passenger numbers also showing a mild recovery trend [28][70] - Both metrics suggest resilient terminal consumption activity without significant signs of slowdown [28][70] Group 7: Global Oil Supply-Demand Balance - EIA data indicates that global oil supply is under pressure, with a recent adjustment reflecting a high supply output and limited demand response from the economy [35] - Anticipated improvements in supply-demand balance may occur next year as OPEC+ pauses production increases and major consuming countries' demand is expected to recover [35]