Wednesday, September 27, 2023

This Week in Petroleum Summary 9-27-2023, per EIA.GOV

Gasoline prices (per AAA) fell from last report's $3.875, to $3.832. One year ago the price was $3.747, and was rising higher into Mid October's peak, then heading for the December low of $3.096.

Consumption edged down -2.5% from previous week and appears to be going into the fall season decline, with the year over year up just +0.7%. 



Data per the EIA weekly report

Crude stocks decreased -2.2M barrels, from last week, and is -4.5% below the 5 year seasonal average. It should be noted the 5 year average includes the abnormal 2020 and 2021 number. Otherwise, the current inventory is -1.6% below that adjusted 5 year average.

Distillates inventory rose +340K barrels; and Gasoline inventories eose +1027K barrels. Distillates (-10.2%,-1.5%) and Gasoline (-0.9%, -0.2%) are both below 5 year and 3 year adjusted average inventories.

The SPR decreased -250K barrels this past week. Breaking a 7th consecutive week streak for increases, which were the first since January, 2021.

WTI is $93.72, compared to $90.27 (+3.8%), one week ago, and $81.24 one year ago (+15.4%).

Refinery slipped on a weekly basis, but remains above year ago levels.

For anyone interested, the U.S. has exported 873M barrels of crude and petroleum products, more than imported, since March 1, 2022. That number increased by 12M barrels this past week. 

Gasoline exports/imports saw a net increase of 728K barrels this past week, with the tally since March 1, 2022, being 113.7M barrels being exported over imports.

Despite the surge in crude prices this week, domestic demand points towards pump prices drifting lower. However, that may be based on hope, rather than real time data.

This wraps up my publication of the weekly petroleum summary. I will continue to track, but not publish.

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