EIA原油周度数据报告-20260205

Report Industry Investment Rating - Not provided Core Viewpoint - Due to the decline in US crude oil inventories and the repeated situation between the US and Iran, the geopolitical risk premium of crude oil has increased. The US announced a trade agreement with India, reducing tariffs on Indian goods from 50% to 18%, and India agreed to lower trade barriers and stop buying Russian oil. However, there are transition periods and uncertainties in the operation of "immediately stopping purchases". Before the US-Iran negotiation, there are still signs of repetition. Geopolitics is the key to affecting the short-term oil price direction. Before a conclusion is reached on the US-Iran situation, it is expected that the short-term price will show an upward trend in a volatile manner. Attention should be paid to the US-Iran negotiation on Friday [1]. Summary by Relevant Catalogs US Commercial Crude Oil Inventory - As of the week ending January 30, 2026, the US commercial crude oil inventory was 420.299 million barrels, a decrease of 3.455 million barrels (-0.82%) from the previous week [1][2]. US Cushing Crude Oil Inventory - As of the week ending January 30, 2026, the US Cushing crude oil inventory was 24.042 million barrels, a decrease of 743,000 barrels (-3.00%) from the previous week [2]. US Gasoline Inventory - As of the week ending January 30, 2026, the US gasoline inventory was 257.898 million barrels, an increase of 684,000 barrels (0.27%) from the previous week [1][2]. US Distillate Oil Inventory - As of the week ending January 30, 2026, the US distillate oil inventory was 127.368 million barrels, a decrease of 5.553 million barrels (-4.18%) from the previous week [1][2]. US Total Oil Product Inventory - As of the week ending January 30, 2026, the US total oil product inventory was 1.275572 billion barrels, a decrease of 25.28 million barrels (-1.94%) from the previous week [2]. US Strategic Petroleum Reserve Inventory - As of the week ending January 30, 2026, the US strategic petroleum reserve inventory was 415.213 million barrels, an increase of 214,000 barrels (0.05%) from the previous week [2]. US Refinery Utilization Rate - As of the week ending January 30, 2026, the US refinery utilization rate was 90.5%, a decrease of 0.4 percentage points (-0.44%) from the previous week [2]. US Crude Oil Production - As of the week ending January 30, 2026, the US crude oil production was 13.215 million barrels per day, a decrease of 481,000 barrels per day (-3.51%) from the previous week [2]. US Crude Oil Imports - As of the week ending January 30, 2026, the US crude oil imports were 6.201 million barrels per day, an increase of 559,000 barrels per day (9.91%) from the previous week [2]. US Crude Oil Exports - As of the week ending January 30, 2026, the US crude oil exports were 4.047 million barrels per day, a decrease of 542,000 barrels per day (-11.81%) from the previous week [2].