Week in Petroleum

Data through 2026-09-01 · published 2026-09-04 08:30 UTC · The weekly petroleum table EIA published from 2002 until 29 October 2025, rebuilt from the same public series and generated fresh each week.

The brief

Measured — generated from the table by fixed rule, no model in this path

diesel_clean_long — Diesel crack extreme without inventory overhang — cleanest long signal in the complex.

Conventional gasoline, NY Harbor fell by 0.35, to 3.20 Dollars per Gallon, a 3.4-sigma move for this series, leaving it at the 100th percentile of the same-week window across 5 prior years.

Sitting at an extreme

Signals firing

extreme — gasoline stocks seasonal percentile of 0 is below the 20 threshold
gasoline_undersupplied: Gasoline stocks < 20th seasonal percentile
extreme — distillate stocks seasonal percentile of 0 is below the 20 threshold
distillate_undersupplied: Distillate stocks < 20th seasonal percentile
extreme — US crude production seasonal percentile of 100 is at or above the 99 threshold
production_at_seasonal_high: Production at or above the 99th percentile of the same-week distribution (a seasonal high, NOT an all-time record)
extreme — US refinery utilization (%) of 98 exceeds the 92 threshold
refinery_strong: Refinery utilization above 92%
mild — diesel crack z-score of 3.16 exceeds the 3 threshold
diesel_crack_extreme: Diesel crack z-score above 3
diesel_clean_long — Diesel crack extreme without inventory overhang — cleanest long signal in the complex.

The numbers those rules were tested against:

brent_wti_spread = 4.54brent_wti_zscore = -0.06crack_321_z = 2.48crack_diesel_z = 3.16crack_gasoline_z = 1.39crude_seasonal_pctl = 63.2crude_stock_wow = -4.45cushing_z = -0.89distillate_seasonal_pctl = 0gasoline_seasonal_pctl = 0production_seasonal_pctl = 100refinery_util = 98wti_price_pctl = 88.8
Not evaluated.

12 of the catalog's conjunctions were not evaluated — they need legs this panel does not measure.

The table

MetricDateValueChangey/yUnits
Stocks
Crude oil (excl. SPR)2026-08-28424.46w/w -4.453.753Million Barrels
Cushing, OK2026-08-2822.508w/w 0.08-1.714Million Barrels
Total gasoline2026-08-28205.669w/w -1.173-12.87Million Barrels
Distillate fuel oil2026-08-28104.187w/w 0.796-11.736Million Barrels
Propane/propylene2026-08-28107.411w/w -2.07211.283Million Barrels
SPR2026-08-28286.604w/w -3.122-118.106Million Barrels
Supply
Crude production2026-08-2813,862w/w 19439Thousand Barrels per Day
Crude imports2026-08-286,770w/w 61228Thousand Barrels per Day
Refinery utilization2026-08-2898w/w 0.63.7Percent
Gasoline product supplied2026-08-288,922w/w -121-195Thousand Barrels per Day
Distillate product supplied2026-08-283,390w/w -449-378Thousand Barrels per Day
Retail prices
Regular gasoline2026-08-314.071w/w -0.0140.894Dollars per Gallon
No 2 diesel2026-08-315.599w/w -0.0531.865Dollars per Gallon
Heating oil (residential)2026-03-305.535w/w -0.0311.865Dollars per Gallon
Propane (residential)2026-03-302.674w/w -0.004-0.016Dollars per Gallon
Spot prices
WTI, Cushing2026-09-0191.48d/d 4.4525.53Dollars per Barrel
Brent2026-09-0196.02d/d 6.2727.93Dollars per Barrel
Conventional gasoline, NY Harbor2026-09-013.203d/d -0.3471.155Dollars per Gallon
No 2 heating oil, NY Harbor2026-09-014.629d/d 0.2382.357Dollars per Gallon
Propane, Mont Belvieu2026-09-010.736d/d 0.0560.068Dollars per Gallon

Check it against the source

These figures come from the published series, not from transcribing anyone's PDF — so they can be checked against the originals directly:
Every sentence above the table was generated from the table by fixed rule — the lede is the largest move measured in units of that series' own recent changes, so a crude build and a rig move can be ranked against each other. Re-run it on the same date and the text is identical. Method: methodology · how we checked it against EIA's final edition.