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EIA周度数据:炼厂开工率延续回落-20260212
Zhong Xin Qi Huo· 2026-02-12 03:34
Group 1: Report Core View - The EIA data shows that the U.S. commercial crude oil inventory increased by 8.53 million barrels in the week ending February 6, with net imports and production-demand both putting pressure on the inventory. The net imports increased by 912,000 barrels per day, and the production increased by 498,000 barrels per day mainly due to the rapid recovery of production after the cold wave. The refinery utilization rate continued its seasonal decline but remained at a high level for the same period. The gasoline inventory in the U.S. slightly accumulated in the week ending February 6, while the diesel inventory continued to decline. Overall, the pressure of petroleum product inventory accumulation has slowed down after the decline in the refinery utilization rate, but the single-week data has limited indication [4]. Group 2: Data Summary Inventory Data - U.S. commercial crude oil inventory change: +8.53 million barrels (previous value: -3.455 million barrels) [6] - U.S. Cushing crude oil inventory change: <1.071 million barrels (previous value: -0.743 million barrels) [6] - U.S. strategic petroleum inventory change: -0.1 million barrels (previous value: +2.14 million barrels) [6] - U.S. gasoline inventory change: +1.16 million barrels (previous value: +0.685 million barrels) [6] - U.S. diesel inventory change: -2.703 million barrels (previous value: -5.553 million barrels) [6] - U.S. jet fuel inventory change: +0.349 million barrels (previous value: -0.661 million barrels) [6] - U.S. fuel oil inventory change: -0.31 million barrels (previous value: +0.17 million barrels) [6] - U.S. crude oil and petroleum product inventory change (excluding SPR): -1.719 million barrels (previous value: -25.28 million barrels) [6] Production and Demand Data - U.S. crude oil production: 13.713 million barrels per day (previous value: 13.215 million barrels per day) [6] - U.S. refined product apparent demand: 21.108 million barrels per day (previous value: 21.353 million barrels per day) [6] - U.S. gasoline apparent demand: 8.3 million barrels per day (previous value: 8.153 million barrels per day) [6] - U.S. diesel apparent demand: 4.449 million barrels per day (previous value: 4.31 million barrels per day) [6] - U.S. crude oil imports: 6.805 million barrels per day (previous value: 6.201 million barrels per day) [6] - U.S. crude oil exports: 3.739 million barrels per day (previous value: 4.047 million barrels per day) [6] - U.S. refinery crude oil processing volume: 16 million barrels per day (previous value: 16.029 million barrels per day) [6] - U.S. refinery utilization rate: 89.4% (previous value: 90.5%) [6]
EIA周度数据:石油产品库存压力加剧-20260108
Zhong Xin Qi Huo· 2026-01-08 12:54
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].