EIA: PADD 5 Jet Stocks Dip 633K Bbl, Lowest Since May 2025


   
Daniel Rodriguez Huerta
DTN Refined Fuels Market Reporter

   CALGARY, CANADA (DTN) -- All three major refined product inventories on the 
U.S. West Coast (PADD 5) were below year-ago levels in the week ended October 
30, according to Energy Information Administration data released Wednesday 
(11/4).

   The drop in stocks came as imports eased for jet fuel and rose for 
distillate and gasoline. Meanwhile, refinery utilization slid to 91.7% from 
95.1% a week earlier, the weakest run rate since the week ended August 7.

   Jet fuel posted the largest draw, with stocks falling 633,000 bbl to 10.2 
million bbl, the lowest level since early May 2025, and below the 11.1 million 
bbl reported in the same week a year ago. The decline came even as refiners 
lifted jet fuel output to 485,000 bpd from 445,000 bpd, the highest since the 
week ended June 26, while imports fell to zero from 74,000 bpd.

   PADD 5 distillate inventories slipped for a second straight week, losing 
116,000 bbl week-on-week to 10 million bbl, compared with 12.2 million bbl in 
the equivalent week of 2025. Ultra-low sulfur (0-15 ppm) fuel accounted for 
most of the decline, dropping 89,000 bbl to 8.96 million bbl, the lowest since 
the week ended October 2. Refinery output eased to 413,000 bpd from 416,000 
bpd, while imports rose to 9,000 bpd from 1,000 bpd.

   Gasoline stockpiles in the U.S. West Coast fell 308,000 bbl to 27.3 million 
bbl, a level not seen since the week ended September 4. This was below the 28.3 
million bbl recorded in the same week last year. Production slipped to 1.306 
million bpd from 1.312 million bpd in the prior week, and imports rose to 
14,000 bpd from 11,000 bpd.

   Crude runs fell as well, with refinery inputs easing to 1.963 million bpd 
from 2.070 million bpd, the lowest since mid-July. Crude oil stocks moved the 
other way, rising 614,000 bbl to 42.6 million bbl, though they remained short 
of the 47.4 million bbl in the same week of prior year. Crude imports fell to 
844,000 bpd from 1.047 million bpd.




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