Why did gasoline and diesel stocks fall while crude held steady?
Story summary
Ingredients in the fridge do not mean dinner is ready. Crude oil also has to pass through a refinery before becoming usable fuel. Which part of this kitchen do the inventory figures count?
Releases linked to this story
U.S. weekly petroleum supply · week ending October 9
Scheduled release · Outcome not reviewed
Check the official scheduleQuestions for the next release 3
Does the divergence between crude and distillate inventories persist?
When to check
Weekly- Comparison evidence
- Compare the same items in the official sources linked here with subsequent releases.
- What would change the assessment
- We weaken the divergence interpretation if the next report shows distillate inventories recovering while refinery output stays similar. One week of data does not establish company outcomes.
Follow-up evidence not reviewed · Outcome not assessed
Do throughput, product mix and inventories confirm the channel?
When to check
When a disclosure is published- Comparison evidence
- Compare the same items in the official sources linked here with subsequent releases.
- What would change the assessment
- We weaken the divergence interpretation if the next report shows distillate inventories recovering while refinery output stays similar. One week of data does not establish company outcomes.
Follow-up evidence not reviewed · Outcome not assessed
Do freight volumes and fuel use confirm the demand channel?
When to check
When a disclosure is published- Comparison evidence
- Compare the same items in the official sources linked here with subsequent releases.
- What would change the assessment
- We weaken the divergence interpretation if the next report shows distillate inventories recovering while refinery output stays similar. One week of data does not establish company outcomes.
Follow-up evidence not reviewed · Outcome not assessed