US Crude Oil Inventories Jump -- Not Much -- But Huge Implications -- April 25, 2018

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Title : US Crude Oil Inventories Jump -- Not Much -- But Huge Implications -- April 25, 2018
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US Crude Oil Inventories Jump -- Not Much -- But Huge Implications -- April 25, 2018

EIA's weekly petroleum report:
  • moderate increase but huge implications: US crude oil inventories increased by even more than API data suggested -- increased by 2.2 million bbls
  • US crude oil inventories now at 429.7 million bbls
  • for newbies: old baseline - 350 million bbls; new baseline -- 400 million bbls
  • refinery operating capacity dropped significantly: now down to 90.8%; for me, anything less than 93% is noteworthy
  • going into the driving season, gasoline production decreased but still essentially unchanged at 10 mill million b/d; same with distillate fuel production at 5 million b/d
  • overall, not much as changed, but US crude oil inventories continue to increase, and the Permian surge is yet to show itself
WTI after report: unchanged at $67.66.

Gasoline demand graph will be posted later.  This is what it looked like up to last week:
  • blue line: 4-week average, now
  • red line: 4-week average, last year



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