EIA周度数据：炼厂加速降负，汽柴累库放缓-20260129

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core View of the Report - EIA data shows that in the week of January 23, US commercial crude oil inventories decreased by 2.295 million barrels, mainly due to a 1.706 million barrels per day decrease in net imports. US crude oil production decreased by 36,000 barrels per day, and the refinery utilization rate dropped from 93.3% to 90.9%, but remained at a high level for the same period. The crude oil processing volume decreased by 395,000 barrels per day. The impact of the cold wave on this period's data was relatively limited. After the decline in the refinery utilization rate, the pressure on gasoline and diesel inventory accumulation in the US slowed down, and the total inventory of crude oil and petroleum products in the US decreased slightly from a high level. However, the single - week data has limited indication [3]. Group 3: Summary According to the Data Table Inventory Data - US commercial crude oil inventory change: decreased by 2.295 million barrels, compared with an increase of 3.602 million barrels in the previous period [5]. - US Cushing crude oil inventory change: decreased by 278,000 barrels, compared with an increase of 1.478 million barrels in the previous period [5]. - US strategic petroleum inventory change: increased by 515,000 barrels, compared with an increase of 806,000 barrels in the previous period [5]. - US gasoline inventory change: increased by 223,000 barrels, compared with an increase of 5.977 million barrels in the previous period [5]. - US diesel inventory change: decreased by 329,000 barrels, compared with an increase of 3.348 million barrels in the previous period [5]. - US jet fuel inventory change: decreased by 696,000 barrels, compared with a decrease of 788,000 barrels in the previous period [5]. - US fuel oil inventory change: decreased by 616,000 barrels, compared with a decrease of 585,000 barrels in the previous period [5]. - US crude oil and petroleum product inventory change (excluding SPR): decreased by 6.781 million barrels, compared with an increase of 7.538 million barrels in the previous period [5]. Production and Demand Data - US crude oil production: 13.696 million barrels per day, compared with 13.732 million barrels per day in the previous period [5]. - US refined oil apparent demand: 20.675 million barrels per day, compared with 20.172 million barrels per day in the previous period [5]. - US gasoline apparent demand: 8.757 million barrels per day, compared with 7.834 million barrels per day in the previous period [5]. - US diesel apparent demand: 4.069 million barrels per day, compared with 3.524 million barrels per day in the previous period [5]. Import and Export Data - US crude oil import: 5.642 million barrels per day, compared with 6.447 million barrels per day in the previous period [5]. - US crude oil export: 4.589 million barrels per day, compared with 3.688 million barrels per day in the previous period [5]. Refinery Data - US refinery crude oil processing volume: 16.209 million barrels per day, compared with 16.604 million barrels per day in the previous period [5]. - US refinery utilization rate: 90.9%, compared with 93.3% in the previous period [5].