EIA周度数据：石油产品库存压力加剧-20260108

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core View - The inventory pressure of petroleum products has intensified. The high refinery operating rate has led to the accumulation of gasoline, diesel, and jet fuel inventories. The total inventory of crude oil and petroleum products has increased seasonally, and the weekly data is bearish for crack spreads [4]. 3. Key Data Summary - Inventory Changes - US commercial crude oil inventory decreased by 3.832 million barrels, and Cushing crude oil inventory increased by 0.728 million barrels [4][6]. - US strategic petroleum inventory decreased by 0.0245 million barrels [6]. - US gasoline inventory increased by 7.702 million barrels, diesel inventory increased by 5.594 million barrels, and jet fuel inventory increased by 0.047 million barrels [6]. - US fuel oil inventory decreased by 0.062 million barrels, and the inventory of crude oil and petroleum products (excluding SPR) increased by 8.106 million barrels [6]. - Production and Consumption - US crude oil production decreased slightly by 0.016 million barrels per day to 13.811 million barrels per day [4][6]. - US refining crude oil processing volume increased to 16.909 million barrels per day, and the refinery operating rate remained at 94.7% [6]. - US refined oil apparent demand decreased to 19.226 million barrels per day, with gasoline apparent demand at 8.17 million barrels per day and diesel apparent demand at 3.195 million barrels per day [6]. - Import and Export - US crude oil net imports increased by 0.563 million barrels per day, with imports at 6.339 million barrels per day and exports at 4.263 million barrels per day [4][6].