Following last night's surprisingly large API-reported crude draw, DOE confirmed the drop with a 6.2mm draw (less than API's 7.5mm though) with some wondering if the Colonial Pipeline closure affected inventories. Cushing saw a notable build and Distillates inventories rose for the 6th week in a row. While gasoline inventories fell (Pipeline?), production rose for the second week in a row.

 

API

  • Crude -7.497mm (+3.25mm exp)
  • Cushing +407k (+100k exp)
  • Gasoline -2.5mm (-1.4mm exp)
  • Distillates +1.4mm

DOE

  • Crude  -6.2mm (+3.25mm exp)
  • Cushing +536k (+100k exp)
  • Gasoline  (-1.4mm exp)
  • Distillates

Crude drewdown for the 3rd week in a row (and a large draw)…

 

Production rose for the second week – seemingly stabilizing at around 8.5mm bbl/day

 

And Crude is extending API gains…

 

 

Charts: Bloomberg

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