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EIA September 19, 2025 Weekly Petroleum Status Report

Page 1

EIA WPSR September 19, 2025 Update

EIA Weekly Petroleum Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Table: Stocks Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Table: Stocks by PADD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Table: Crude Runs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Table: Refinery Runs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Crude Oil Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414.8 MMBBL Last Year: 413.0 Five Year Average: 437.6 . . . . . . . . Total Crude Stocks with NYMEX WTI Prices . . . . . . . . . . . . . . . . . . . . . Time Series Plots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total Crude Stocks Difference to Previous Year with Crude Prices . . . . . . Time Series Plots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cushing Crude Oil Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.7 MMBBL Last Year: 22.8 Five Year Average: 37.9 . . . . . . . . . . PADD 2 Crude Oil Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103.2 MMBBL Last Year: 102.4 Five Year Average: 122.2 . . . . . . . . PADD 3 Crude Oil Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234.3 MMBBL Last Year: 234.5 Five Year Average: 233.9 . . . . . . . . Total Crude Oil Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Time Series Plot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Crude Oil Stocks Days Forward Supply . . . . . . . . . . . . . . . . . . . . . . . 19.8 MMBBL Last Year: 20.4 Five Year Average: 22.3 . . . . . . . . . . Total Petroleum Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,282 MMBBL Last Year: 1268.0 Five Year Average: 1257.0 . . . . . . . Total Crude Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1 1 2 2 3 3 4 4 5 5 6 6 7 7 8 8 9 9 10 10 11 11 12 12 13 13 14 14 15


6.50 MMBBL Last Year: 6.4 Five Year Average: 6.4 . . . . . . . . . . . Refinery Utilization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93.00 MMBBL Last Year: 90.9 Five Year Average: 90.0 . . . . . . . . . Crude Runs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16.48 MMBBL Last Year: 16.4 Five Year Average: 16.2 . . . . . . . . . Total Crude Oil Exports with Quarterly Averages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total Gasoline Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216.6 MMBBL Last Year: 220.1 Five Year Average: 236.0 . . . . . . . . Gasoline Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.6 MMBBL Last Year: 9.7 Five Year Average: 9.6 . . . . . . . . . . . Gasoline Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 650 MMBBL Last Year: 9.7 Five Year Average: 583.6 . . . . . . . . . . Gasoline Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10.4 MMBBL Last Year: 10.2 Five Year Average: 9.7 . . . . . . . . . . Gasoline Days Forward Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.9 MMBBL Last Year: 21.6 Five Year Average: 23.8 . . . . . . . . . . PADD 1 Gasoline Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54.5 MMBBL Last Year: 60.1 Five Year Average: 61.5 . . . . . . . . . . PADD 1 Gasoline Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2 MMBBL Last Year: 3.2 Five Year Average: 3.1 . . . . . . . . . . . PADD 1 Gasoline Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.6 MMBBL Last Year: 3.6 Five Year Average: 3.4 . . . . . . . . . . . PADD 1 Gasoline Days Forward Supply . . . . . . . . . . . . . . . . . . . . . . . 15.3 MMBBL Last Year: 16.5 Five Year Average: 17.6 . . . . . . . . . . Distillates Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123.0 MMBBL Last Year: 122.9 Five Year Average: 130.2 . . . . . . . . Distillates Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.1 MMBBL Last Year: 5.1 Five Year Average: 5.0 . . . . . . . . . . . Distillates Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . With 5 Year Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Distillates Days Forward Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . 24.8 MMBBL Last Year: 23.7 Five Year Average: 25.6 . . . . . . . . . . Distillates Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.3 MMBBL Last Year: 1.4 Five Year Average: 1.2 . . . . . . . . . . .

15 16 16 17 17 18 18 19 19 20 20 21 21 22 22 23 23 24 24 25 25 26 26 27 27 28 28 29 29 30 30 31 31 32 32


September 19, 2025

EIA Petroleum Stocks (Million Barrels) Crude Oil

Current Week

Change

Week Ago

Year Ago

Difference

820.7

-0.4

821.1

794.9

25.8

Commercial

414.8

-0.6

415.4

413.0

1.7

SPR

406.0

0.2

405.7

381.9

24.1

216.6

-1.1

217.7

220.1

-3.5

Conventional

14.8

-0.1

14.9

15.7

-0.9

Blending Components

201.7

-1.0

202.8

204.4

-2.7

Fuel Ethanol

23.5

0.9

22.6

23.5

-0.1

Kerosene-Type Jet Fuel

45.0

1.1

43.9

46.3

-1.4

Distillate Fuel Oil

123.0

-1.7

124.7

122.9

0.1

15 ppm sulfur and under

111.9

-1.9

113.8

113.8

-1.9

>15 ppm to 500 ppm sulfur

3.8

0.4

3.4

2.4

1.4

>500 ppm sulfur

7.3

-0.2

7.5

6.7

0.6

Residual Fuel Oil

21.1

0.3

20.8

24.8

-3.7

Propane/Propylene

99.9

1.0

98.9

97.6

2.4

Other Oils

338.2

-0.3

338.5

319.7

18.4

82.9

-0.3

83.2

82.5

0.3

Total Motor Gasoline

Unfinished Oils

Source: EIA

1


September 19, 2025

Stocks Summary Million Barrels

Latest Week Last Last Diff To 5-Year Diff To 5-Yr Data Change Week Year Last Year Average Average

Crude

414.8

-0.6 415.4 413.0

1.7

434.2

-19.4

Gasoline

216.6

-1.1 217.7 220.1

-3.5

220.6

-4.0

Distillates

123.0

-1.7 124.7 122.9

0.1

132.0

-9.0

Crude Runs (/day)

16.5

0.1

16.4

16.4

0.1

15.5

1.0

Refinery Utilization (%)

93.0

-0.3

93.3

90.9

2.1

87.0

6.0

Source: EIA

2


September 19, 2025

Stocks by PADD Crude Week 5 Year Stocks Chg Average PADD 1

8.0

0.6

PADD 2

103.2

PADD 3

8.5

Last Year

Gasoline Week 5 Year Stocks Chg Average

Last Year

Distillate Week 5 Year Stocks Chg Average

Last Year

8.1

54.5

-0.2

57.3

60.1

30.4

-0.9

38.8

36.7

0.3

113.6 102.4

47.0

0.9

45.4

45.8

30.9

0.3

30.9

31.1

234.3

-3.1

241.1 234.5

78.3

-1.9

82.9

81.2

45.2

-1.8

46.4

40.3

PADD 4

22.7

0.1

23.1

22.0

6.8

0.1

6.8

6.5

3.8

0.1

3.8

3.6

PADD 5

46.5

1.4

47.8

46.1

30.0

0.0

28.2

26.4

12.7

0.6

12.1

11.3

Total

414.8

-0.6

434.2 413.0

216.6

-1.1

220.6 220.1

123.0

-1.7

132.0 122.9

RBOB Week 5 Year Last Stocks Chg Average Year

Residual Week 5 Year Last Stocks Chg Average Year

Jet Week 5 Year Last Stocks Chg Average Year

PADD 1

19.6

0.3

13.5

17.0

4.9

0.2

6.1

5.2

10.5

-0.1

10.2

11.8

PADD 2

5.5

0.4

6.3

6.8

1.2

0.0

1.1

1.0

7.9

0.1

7.1

7.2

PADD 3

11.8

0.1

8.0 11.6

11.2

0.5

16.5

14.1

13.4

0.4

13.8

15.1

PADD 4

0.0

0.0

0.0

0.0

0.2

0.0

0.2

0.2

0.9

0.0

0.8

0.8

PADD 5

11.5

-0.7

10.0

10.5

3.6

-0.4

4.6

4.3

12.4

0.6

9.7 11.4

Total

48.5

0.2

37.8

45.9

21.1

0.3

28.5

24.8

45.0

1.1

41.7

Source: EIA

46.3

3


September 19, 2025

Crude Runs Latest Data

Last Week Week Change

Last Diff to 5 Year Diff to 5 Year Year Last Year Average Average

PADD 1

779

832

53

776

3

671

108

PADD 2

4,002

4,047

45

4,005

-3

3,758

244

PADD 3

8,874

8,667

-207

8,791

83

8,323

551

PADD 4

624

601

-23

599

25

594

30

PADD 5

2,197

2,381

184

2,182

15

2,103

94

Total

16,476 16,528

123 15,451

1,025

52 16,353

Source: EIA

4


September 19, 2025

Refinery Runs Latest Data

Last Week Week Change

Last Diff to 5 Year Diff to 5 Year Year Last Year Average Average

PADD 1

789

805

16

783

6

692

97

PADD 2

4,001

3,952

-49

4,013

-12

3,769

232

PADD 3

9,213

9,064

-149

8,974

239

8,570

643

PADD 4

635

622

-13

595

40

597

38

PADD 5

2,249

2,391

142

2,294

-45

2,244

5

Total

16,886 16,833

227 15,873

1,013

-53 16,659

Source: EIA

5


6

Total Crude Stocks Week Ending: September 19, 2025

414.8 MMBBL Last Year:

413.0

Week Change: -0.6 MMBBL

Five Year Average: 437.6

550

550

525

525

500

500

475

475

450

450

425

425

400

400

375

375 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


7

Total Crude Stocks and WTI Crude Prices Crude Stocks

WTI Crude

June 10

550

$130 $120

525

$110

500

$100 475

$90

450

$80

425

$70 $60

400

$50

375

$40 350

$30

325

$20

300 2017

$10 2018

2019

2020

2021

2022

Source: EIA

2023

2024

2025

2026


8

Total Crude Stocks Annual Difference and WTI Crude Prices Crude Stocks Difference

WTI Crude

June 10, 2022

125

$130 $120 $110

75

$100 $90 25

$80 $70 $60

-25

$50 $40 -75

$30 $20

-125 2017

$10 2018

2019

2020

2021

2022

Source: EIA

2023

2024

2025

2026


9

Cushing Crude Stocks Week Ending: September 19, 2025

23.7 MMBBL Last Year:

22.8

Week Change: 0.2 MMBBL

Five Year Average:

37.9

70

70

60

60

50

50

40

40

30

30

20

20 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


10

PADD 2 Crude Stocks Week Ending: September 19, 2025 Last Year:

102.4

103.2 MMBBL

Week Change: 0.3 MMBBL

Five Year Average: 122.2

160

160

150

150

140

140

130

130

120

120

110

110

100

100 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


11

PADD 3 Crude Stocks Week Ending: September 19, 2025

234.3 MMBBL Last Year:

234.5

Week Change: -3.1 MMBBL

Five Year Average: 233.9

320

320

300

300

280

280

260

260

240

240

220

220

200

200 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


12

Total Crude Oil Production Week Ending: September 19, 2025

13.5 MMBBL

Week Change: 0.0 MMBBL

14

14

13

13

12

12 Dorian: Sep 1, 2019

11

11

COVID-19

10

10 Laura

9

9 Irma: Oct 13, 2018

8

8

Harvey: Sep 1, 2017

7

7

6

6

5

5

4

4

Isaac: Aug 31, 2012

0, 2008

3 2012

2013

2014

2015

2016

2017

2018

2019

2020

Source: EIA

2021

2022

2023

2024

2025

3 2026


13

Crude Stocks Days Forward Supply Week Ending: September 19, 2025

19.8 Days

Days

Last Year:

Week Change: 0.6 Days

20.4

40

40

38

38

36

36

34

34

32

32

30

30

28

28

26

26

24

24

22

22

20

20

18

18

16

16 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


14

Total Petroleum Stocks Week Ending: September 19, 2025 Last Year: 1268.0

1,282 MMBBL

Week Change: -0.5 MMBBL

Five Year Average: 1257.0

1,500

1,500

1,450

1,450

1,400

1,400

1,350

1,350

1,300

1,300

1,250

1,250

1,200

1,200

1,150

1,150

1,100

1,100 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


15

Total Crude Imports Week Ending: September 19, 2025

6.50 MMBBL/day Last Year:

6.4

Week Change: 0.80 MMBBL

Five Year Average:

6.4

9.0

9.0

8.5

8.5

8.0

8.0

7.5

7.5

7.0

7.0

6.5

6.5

6.0

6.0

5.5

5.5

5.0

5.0

4.5

4.5 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


16

Refinery Utilization Week Ending: September 19, 2025

93.00 % Last Year:

90.9

Week Change: -0.30 MMBBL

Five Year Average:

90.0

100

100

95

95

90

90

85

85

80

80

75

75

70

70

65

65

60

60

55

55

50

50 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


17

Crude Runs Week Ending: September 19, 2025

16.48 MMBBL Last Year:

16.4

Week Change: 0.05 MMBBL

Five Year Average:

16.2

19

19

18

18

17

17

16

16

15

15

14

14

13

13

12

12

11

11

10

10

9

9 Jan 2025

Feb

Mar

Apr

May

Jun

Jul

date

Source: EIA

Aug

Sep

Oct

Nov

Dec

Jan 2026


18

Total Crude Oil Exports with Quarterly Averages Week Ending: September 19, 2025

4.5 MMBBL

Week Change: -793 MMBBL

5.0

5.5

4.5

5.0

4.0

4.5

3.5

4.0

3.0

3.5

2.5

3.0

2.0

2.5

1.5

2.0

1.0 Jul22

Oct22

Jan23

Apr23

Jul23

Oct23

Jan24

Apr24

Source: EIA

Jul24

Oct24

Jan25

Apr25

Jul25

1.5 Oct25


19

Total Gasoline Stocks Week Ending: September 19, 2025

216.6 MMBBL Last Year:

220.1

Week Change: -1.1 MMBBL

Five Year Average: 236.0

270

270

260

260

250

250

240

240

230

230

220

220

210

210

200

200 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


20

Gasoline Production (4-Weekk Moving Average Smoothing) Week Ending: September 19, 2025

9.6 MMBBL Last Year:

9.7

Week Change: -0.1 MMBBL

Five Year Average:

9.6

11

11

10

10

9

9

8

8

7

7

6

6 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


21

Gasoline Imports Week Ending: September 19, 2025 Last Year:

9.7

650 MMBBL

Week Change: -0.1 MMBBL

Five Year Average: 583.6

1,200

1,200

1,100

1,100

1,000

1,000

900

900

800

800

700

700

600

600

500

500

400

400

300

300

200

200 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


22

Gasoline Demand Week Ending: September 19, 2025

10.4 MMBBL Last Year:

10.2

Week Change: -0.14 MMBBL

Five Year Average:

9.7

12

12

11

11

10

10

9

9

8

8

7

7

6

6 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


23

Gasoline Days Forward Supply (Smoothed with 4-Week Moving Average) Week Ending: September 19, 2025

20.9 MMBBL Last Year:

21.6

Week Change: 0.13 MMBBL

Five Year Average:

23.8

45

45

40

40

35

35

30

30

25

25

20

20

15

15 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


24

PADD 1 Gasoline Stocks Week Ending:Sep 19, 2025

54.5 MMBBL Last Year:

60.1

Week Change: -0.2 MMBBL

Five Year Average:

61.5

80

80

75

75

70

70

65

65

60

60

55

55

50

50 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


25

PADD 1 Gasoline Production Week Ending:Sep 19, 2025

3.2 MMBBL Last Year:

3.2

Week Change: -0.0 MMBBL

Five Year Average:

3.1

3.50

3.50

3.25

3.25

3.00

3.00

2.75

2.75

2.50

2.50

2.25

2.25

2.00

2.00

1.75

1.75

1.50

1.50 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


26

PADD 1 Gasoline Demand Week Ending: September 19, 2025

3.6 MMBBL Last Year:

3.6

Week Change: -0.15 MMBBL

Five Year Average:

3.4

4.5

4.5

4.0

4.0

3.5

3.5

3.0

3.0

2.5

2.5

2.0

2.0

1.5

1.5 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


27

PADD 1 Gasoline Days Forward Supply Week Ending: September 19, 2025

15.3 MMBBL Last Year:

16.5

Week Change: 0.50 MMBBL

Five Year Average:

17.6

40

40

35

35

30

30

25

25

20

20

15

15

10

10 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


28

Distillates Stocks Week Ending: September 19, 2025

123.0 MMBBL Last Year:

122.9

Week Change: -1.7 MMBBL

Five Year Average: 130.2

180

180

170

170

160

160

150

150

140

140

130

130

120

120

110

110

100

100 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


29

Distillates Production Week Ending: September 19, 2025

5.1 MMBBL Last Year:

5.1

Week Change: -0.1 MMBBL

Five Year Average:

5.0

5.8

5.8

5.5

5.5

5.3

5.3

5.0

5.0

4.8

4.8

4.5

4.5

4.3

4.3

4.0

4.0

3.8

3.8

3.5

3.5

3.3

3.3 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


30

Distillates Demand Week Ending: September 19, 2025

4.9 MMBBL Last Year:

5.2

Week Change: -0.08 MMBBL

Five Year Average:

5.0

6.00

6.00

5.75

5.75

5.50

5.50

5.25

5.25

5.00

5.00

4.75

4.75

4.50

4.50

4.25

4.25

4.00

4.00 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


31

Distillates Days Forward Supply Week Ending: September 19, 2025

24.8 MMBBL Last Year:

23.7

Week Change: 0.72 MMBBL

Five Year Average:

25.6

42

42

40

40

38

38

36

36

34

34

32

32

30

30

28

28

26

26

24

24

22

22

20

20

18

18 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


32

Distillates Exports Week Ending: September 19, 2025

1.3 MMBBL Last Year:

1.4

Week Change: 0.02 MMBBL

Five Year Average:

1.2

1.70

1.70

1.60

1.60

1.50

1.50

1.40

1.40

1.30

1.30

1.20

1.20

1.10

1.10

1.00

1.00

0.90

0.90

0.80

0.80

0.70

0.70

0.60

0.60 Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Source: EIA

Sep

Oct

Nov

Dec

Jan


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EIA September 19, 2025 Weekly Petroleum Status Report by Joel Fingerman - Issuu