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SPR confirmed for w/e 11 September). The number that matters this week is not crude. US distillate stocks fell again to 107.5 million barrels, 12% below their five-year average, and retail diesel set another record at $6.5276 a gallon on 22 September \u2014 up nearly a dollar in a month. Crude building while distillate drains is the whole diesel story in one table: the barrel is available, the refined product is not. Washington floated, then denied, a 90-day ban on diesel exports this week; Energy Secretary Chris Wright said nobody was considering a flat ban but discussed voluntary measures to keep more diesel in the US. A DOE spokesperson has told CNBC the reserve\u2019s safe operating minimum is roughly 70 million barrels, distinct from the 252.4 million barrel statutory threshold that restricts certain limited drawdowns.\n\n \n US commercial crude\n 426.4Mbbl\n +3.0 Mbbl week-on-week against a draw expected \u2014 first build in four weeks, ending three straight draws \u00b7 about 2% above the five-year average.\n EIA Weekly Petroleum Status Report (w/e Sep 18, released Sep 23)\n \n\n \n Strategic Petroleum Reserve\n 285.0Mbbl\n Lowest since 1982 and about 40% of its 714 Mbbl capacity; weekly draws have slowed to about 0.4 Mbbl. Confirmed figure for w/e Sep 11 \u2014 an unconfirmed ~284.6 for w/e Sep 18 is not adopted.\n EIA \u00b7 SPR weekly (w/e Sep 11, released Sep 16)\n \n\n \n Refined products\n 206.0Mbbl gasoline\n Distillate (diesel) ~107.5 Mbbl, \u22120.4 Mbbl and 12% below its five-year average \u00b7 gasoline \u22121.7 Mbbl. Retail diesel a record $6.5276/gal on Sep 22 (AAA).\n EIA WPSR \u00b7 gasoline + distillate (w/e Sep 18)\n \n\n \n OECD oil cover\n Several weeks\n IEA: commercial oil inventories \u201cdepleting very fast,\u201d cover measured in weeks not months. A structural reading carried from the IEA\u2019s monthly report, not re-sourced this week; Hormuz remains CRITICAL on Day 212.\n IEA Oil Market Report \u00b7 monthly (carried)\n \n\n \n Europe \u2014 days of cover\n Below 23-day\n Jet/middle-distillate cover under the IEA ~23-day comfort line on some measures, against the EU's standing 90-day strategic-stock obligation. France shows how thin retail cover is: 16.5\u201317% of stations short on Sep 21, though driven by a price cap rather than a missing barrel.\n IEA \u00b7 EU 90-day stockholding rule\n \n\n \n US Strategic Petroleum Reserve \u00b7 1977 \u2192 September 2026 \u00b7 EIA / DOE, end-of-year levels\n The US emergency oil reserve has fallen to its lowest level since 1982\n Crude oil held in the Strategic Petroleum Reserve, in millions of barrels. Each point = the reserve's level at year-end (2026 = the week ending September 11). The reserve is an underground government stockpile drawn on only during supply emergencies.\n \n US Strategic Petroleum Reserve, 1977 to September 2026\n One point = crude held in the US federal emergency reserve, in million barrels (EIA). The reserve is the buffer that absorbs supply shocks before they reach the pump.\n \n \n \n 714 Mbbl \u2014 authorized capacity\n 750600450300150019771990200020102020'26\n Million barrels\n \n \n \n 726.6M peak \u00b7 Dec 2009\n \n \n 1983 year-end: ~340M\n \n 2022: Biden sells 180M\n barrels (largest ever release)\n \n 285.0M \u00b7 Sep 11, 2026\n lowest since 1982 \u00b7 below the 1983 year-end level\n Source: US Energy Information Administration, Weekly Petroleum Status Report (latest: week ending 11 Sep 2026, released 16 Sep). Pre-2020 points are year-end levels.\n \n \n Each point is the SPR crude inventory at year-end (2026 = week ending September 11, the latest confirmed EIA read). The reserve has been drawn down roughly 128M barrels since early April, after the Strait of Hormuz closed Feb 28, 2026, as part of a 172M-barrel IEA-coordinated release. Sources: US EIA Weekly Petroleum Status Report (w/e Sep 11, released Sep 16); DOE Office of Petroleum Reserves; CRS.\n \n \n How to read these levels\n Oil inventory is the buffer between supply and demand. When a chokepoint like the Strait of Hormuz constrains crude flows, the shortfall is met first by drawing down stock \u2014 commercial tanks, the Cushing hub, the Strategic Petroleum Reserve \u2014 before it ever reaches the pump. Watching that stock fall is watching the buffer being spent. The US numbers above are weekly and precise (from the EIA); the OECD and European figures are monthly and lagged (from the IEA), so they tell you the direction and the cover, not a daily level.\n\n What the latest EIA week shows\n Week ending 18 September (EIA, released 23 September): US commercial crude built 3.0 Mbbl to 426.4 Mbbl, against a draw of roughly 0.6 Mbbl the market expected \u2014 the first build in four weeks, after three consecutive draws that had taken stocks from 424.4 to 423.4 Mbbl, and enough to put crude about 2% above its five-year average. The barrel is still splitting, and that is the part that matters. Gasoline fell 1.7 Mbbl to 206.0 Mbbl, and distillate fell 0.4 Mbbl to 107.5 Mbbl, 12% below its five-year average \u2014 the tightest part of the barrel for the fifth straight month. Total products supplied, a proxy for US demand, averaged 20.6 Mbbl/day over four weeks, up 0.5% year on year, with gasoline demand at 8.8 Mbbl/day. Crude building while distillate drains is why US retail diesel set another record at $6.5276 a gallon on 22 September while Brent was spending five sessions falling, and why the EIA projects distillate stays below its five-year low through much of 2027. It is also why Washington floated a 90-day diesel export ban this week, which the White House then denied. The Strategic Petroleum Reserve stands at 284.96 Mbbl for the week ending 11 September, its lowest since 1982 and about 40% of its 714 Mbbl authorized capacity, having fallen roughly 128 Mbbl since early April; weekly draws have slowed to about 0.4 Mbbl. A figure of about 284.6 Mbbl for w/e 18 September is circulating in coverage that otherwise reports the API estimate and predates the EIA release, so GEF carries the confirmed 11 September figure until a clean print is available. Source discipline: the API estimate for the week to 18 September (crude +1.8 Mbbl, distillate \u22122.2 Mbbl / 13% below) differs materially from the EIA print. GEF publishes the EIA figures.\n\n Europe's oil position and the 90-day rule\n Europe is the more exposed region, and it is governed by a hard floor: under the EU's emergency oil stockholding rules, member states must hold the equivalent of around 90 days of net imports in strategic reserve. That obligation is the backstop \u2014 but the working buffer above it is thin. On some measures, jet and middle-distillate cover has slipped below the IEA's roughly 23-day comfort threshold, which is precisely the stress that surfaces on the shortages map as European jet-fuel and diesel strain. Europe gets a fuller per-country treatment on the gas side; on oil, the days-of-cover figure is the metric to watch.\n\n What we track precisely \u2014 and what we don't\n Honesty about sourcing is part of the point. Here is the line between the measured and the estimated:\n \n Precise & weekly: US commercial crude, Cushing, the SPR, gasoline and distillate \u2014 all from the EIA Weekly Petroleum Status Report.\n Precise but monthly/lagged: OECD and EU commercial stocks and days of cover, from the IEA Oil Market Report.\n Qualitative only: crude on water (floating storage), ARA refined-product stocks in north-west Europe, and Chinese and Saudi domestic reserves. These are either paywalled or genuinely opaque, so we describe their direction in words rather than publish a precise number we cannot stand behind.\n \n We do not show a per-facility \"fill %\" map for oil the way we do for EU gas, because no public feed publishes live per-site crude levels \u2014 a map of invented fills would look authoritative and be wrong. When a reliable per-site feed exists, we will add it.\n\n \n\n Why it matters\n Inventory cover is the countdown that connects the chokepoint to the checkout. A blocked strait does not cause a shortage on day one; it causes a drawdown, and the shortage arrives when the drawdown runs out of room. Today the buffer is uneven rather than uniformly thin. The SPR is at its lowest since 1982; commercial crude, by contrast, is about 2% above its five-year average after a 3.0 Mbbl build; and distillate is 12% below its five-year average with retail diesel at a record. The crude barrel is available and the refined product is not. The global product pool is under a second, separate pressure: Ukrainian drone strikes have repeatedly hit Russian refining \u2014 Reuters reported on 15 September that Kinef was shut and Volgograd and NORSI were running at about 25% of capacity, three of the six plants that make roughly half of Russia\u2019s diesel. That tightens the same pool the US and Europe draw on, on top of the Hormuz-driven crude story above, and it is why Washington\u2019s floated-then-denied diesel export ban mattered to Europe. That is why this page sits alongside the chokepoint transit data and the shortages map: one shows the disruption, one shows the buffer, and one shows where the buffer has already run out." ], "output": "readability", "pwd": "/data/archive/1790614809.099664", "schema": "ArchiveResult", "start_ts": "2026-09-28T19:23:18.289764+00:00", "status": "succeeded" }, { "cmd": [ "/app/node_modules/readability-extractor/readability-extractor", "/tmp/tmpq8r2mo9y", "https://global-energy-flow.com/storage/oil/" ], "cmd_version": "0.0.11", "end_ts": "2026-09-28T19:29:54.086571+00:00", "index_texts": [ "US commercial crude oil inventories sit at about 426.4 million barrels (excluding the SPR) \u2014 a 3.0 million barrel build in the week to 18 September, the first in four weeks, against a draw the market expected \u2014 while the Strategic Petroleum Reserve stands at about 285.0 million barrels, its lowest level since 1982 and roughly 40% of its 714 million barrel capacity, with weekly draws now slowed to about 0.4 million barrels (EIA Weekly Petroleum Status Report; SPR confirmed for w/e 11 September). The number that matters this week is not crude. US distillate stocks fell again to 107.5 million barrels, 12% below their five-year average, and retail diesel set another record at $6.5276 a gallon on 22 September \u2014 up nearly a dollar in a month. Crude building while distillate drains is the whole diesel story in one table: the barrel is available, the refined product is not. Washington floated, then denied, a 90-day ban on diesel exports this week; Energy Secretary Chris Wright said nobody was considering a flat ban but discussed voluntary measures to keep more diesel in the US. A DOE spokesperson has told CNBC the reserve\u2019s safe operating minimum is roughly 70 million barrels, distinct from the 252.4 million barrel statutory threshold that restricts certain limited drawdowns.\n\n \n US commercial crude\n 426.4Mbbl\n +3.0 Mbbl week-on-week against a draw expected \u2014 first build in four weeks, ending three straight draws \u00b7 about 2% above the five-year average.\n EIA Weekly Petroleum Status Report (w/e Sep 18, released Sep 23)\n \n\n \n Strategic Petroleum Reserve\n 285.0Mbbl\n Lowest since 1982 and about 40% of its 714 Mbbl capacity; weekly draws have slowed to about 0.4 Mbbl. Confirmed figure for w/e Sep 11 \u2014 an unconfirmed ~284.6 for w/e Sep 18 is not adopted.\n EIA \u00b7 SPR weekly (w/e Sep 11, released Sep 16)\n \n\n \n Refined products\n 206.0Mbbl gasoline\n Distillate (diesel) ~107.5 Mbbl, \u22120.4 Mbbl and 12% below its five-year average \u00b7 gasoline \u22121.7 Mbbl. Retail diesel a record $6.5276/gal on Sep 22 (AAA).\n EIA WPSR \u00b7 gasoline + distillate (w/e Sep 18)\n \n\n \n OECD oil cover\n Several weeks\n IEA: commercial oil inventories \u201cdepleting very fast,\u201d cover measured in weeks not months. A structural reading carried from the IEA\u2019s monthly report, not re-sourced this week; Hormuz remains CRITICAL on Day 212.\n IEA Oil Market Report \u00b7 monthly (carried)\n \n\n \n Europe \u2014 days of cover\n Below 23-day\n Jet/middle-distillate cover under the IEA ~23-day comfort line on some measures, against the EU's standing 90-day strategic-stock obligation. France shows how thin retail cover is: 16.5\u201317% of stations short on Sep 21, though driven by a price cap rather than a missing barrel.\n IEA \u00b7 EU 90-day stockholding rule\n \n\n \n US Strategic Petroleum Reserve \u00b7 1977 \u2192 September 2026 \u00b7 EIA / DOE, end-of-year levels\n The US emergency oil reserve has fallen to its lowest level since 1982\n Crude oil held in the Strategic Petroleum Reserve, in millions of barrels. Each point = the reserve's level at year-end (2026 = the week ending September 11). The reserve is an underground government stockpile drawn on only during supply emergencies.\n \n US Strategic Petroleum Reserve, 1977 to September 2026\n One point = crude held in the US federal emergency reserve, in million barrels (EIA). The reserve is the buffer that absorbs supply shocks before they reach the pump.\n \n \n \n 714 Mbbl \u2014 authorized capacity\n 750600450300150019771990200020102020'26\n Million barrels\n \n \n \n 726.6M peak \u00b7 Dec 2009\n \n \n 1983 year-end: ~340M\n \n 2022: Biden sells 180M\n barrels (largest ever release)\n \n 285.0M \u00b7 Sep 11, 2026\n lowest since 1982 \u00b7 below the 1983 year-end level\n Source: US Energy Information Administration, Weekly Petroleum Status Report (latest: week ending 11 Sep 2026, released 16 Sep). Pre-2020 points are year-end levels.\n \n \n Each point is the SPR crude inventory at year-end (2026 = week ending September 11, the latest confirmed EIA read). The reserve has been drawn down roughly 128M barrels since early April, after the Strait of Hormuz closed Feb 28, 2026, as part of a 172M-barrel IEA-coordinated release. Sources: US EIA Weekly Petroleum Status Report (w/e Sep 11, released Sep 16); DOE Office of Petroleum Reserves; CRS.\n \n \n How to read these levels\n Oil inventory is the buffer between supply and demand. When a chokepoint like the Strait of Hormuz constrains crude flows, the shortfall is met first by drawing down stock \u2014 commercial tanks, the Cushing hub, the Strategic Petroleum Reserve \u2014 before it ever reaches the pump. Watching that stock fall is watching the buffer being spent. The US numbers above are weekly and precise (from the EIA); the OECD and European figures are monthly and lagged (from the IEA), so they tell you the direction and the cover, not a daily level.\n\n What the latest EIA week shows\n Week ending 18 September (EIA, released 23 September): US commercial crude built 3.0 Mbbl to 426.4 Mbbl, against a draw of roughly 0.6 Mbbl the market expected \u2014 the first build in four weeks, after three consecutive draws that had taken stocks from 424.4 to 423.4 Mbbl, and enough to put crude about 2% above its five-year average. The barrel is still splitting, and that is the part that matters. Gasoline fell 1.7 Mbbl to 206.0 Mbbl, and distillate fell 0.4 Mbbl to 107.5 Mbbl, 12% below its five-year average \u2014 the tightest part of the barrel for the fifth straight month. Total products supplied, a proxy for US demand, averaged 20.6 Mbbl/day over four weeks, up 0.5% year on year, with gasoline demand at 8.8 Mbbl/day. Crude building while distillate drains is why US retail diesel set another record at $6.5276 a gallon on 22 September while Brent was spending five sessions falling, and why the EIA projects distillate stays below its five-year low through much of 2027. It is also why Washington floated a 90-day diesel export ban this week, which the White House then denied. The Strategic Petroleum Reserve stands at 284.96 Mbbl for the week ending 11 September, its lowest since 1982 and about 40% of its 714 Mbbl authorized capacity, having fallen roughly 128 Mbbl since early April; weekly draws have slowed to about 0.4 Mbbl. A figure of about 284.6 Mbbl for w/e 18 September is circulating in coverage that otherwise reports the API estimate and predates the EIA release, so GEF carries the confirmed 11 September figure until a clean print is available. Source discipline: the API estimate for the week to 18 September (crude +1.8 Mbbl, distillate \u22122.2 Mbbl / 13% below) differs materially from the EIA print. GEF publishes the EIA figures.\n\n Europe's oil position and the 90-day rule\n Europe is the more exposed region, and it is governed by a hard floor: under the EU's emergency oil stockholding rules, member states must hold the equivalent of around 90 days of net imports in strategic reserve. That obligation is the backstop \u2014 but the working buffer above it is thin. On some measures, jet and middle-distillate cover has slipped below the IEA's roughly 23-day comfort threshold, which is precisely the stress that surfaces on the shortages map as European jet-fuel and diesel strain. Europe gets a fuller per-country treatment on the gas side; on oil, the days-of-cover figure is the metric to watch.\n\n What we track precisely \u2014 and what we don't\n Honesty about sourcing is part of the point. Here is the line between the measured and the estimated:\n \n Precise & weekly: US commercial crude, Cushing, the SPR, gasoline and distillate \u2014 all from the EIA Weekly Petroleum Status Report.\n Precise but monthly/lagged: OECD and EU commercial stocks and days of cover, from the IEA Oil Market Report.\n Qualitative only: crude on water (floating storage), ARA refined-product stocks in north-west Europe, and Chinese and Saudi domestic reserves. These are either paywalled or genuinely opaque, so we describe their direction in words rather than publish a precise number we cannot stand behind.\n \n We do not show a per-facility \"fill %\" map for oil the way we do for EU gas, because no public feed publishes live per-site crude levels \u2014 a map of invented fills would look authoritative and be wrong. When a reliable per-site feed exists, we will add it.\n\n \n\n Why it matters\n Inventory cover is the countdown that connects the chokepoint to the checkout. A blocked strait does not cause a shortage on day one; it causes a drawdown, and the shortage arrives when the drawdown runs out of room. Today the buffer is uneven rather than uniformly thin. The SPR is at its lowest since 1982; commercial crude, by contrast, is about 2% above its five-year average after a 3.0 Mbbl build; and distillate is 12% below its five-year average with retail diesel at a record. The crude barrel is available and the refined product is not. The global product pool is under a second, separate pressure: Ukrainian drone strikes have repeatedly hit Russian refining \u2014 Reuters reported on 15 September that Kinef was shut and Volgograd and NORSI were running at about 25% of capacity, three of the six plants that make roughly half of Russia\u2019s diesel. That tightens the same pool the US and Europe draw on, on top of the Hormuz-driven crude story above, and it is why Washington\u2019s floated-then-denied diesel export ban mattered to Europe. That is why this page sits alongside the chokepoint transit data and the shortages map: one shows the disruption, one shows the buffer, and one shows where the buffer has already run out." ], "output": "readability", "pwd": "/data/archive/1790614809.099664", "schema": "ArchiveResult", "start_ts": "2026-09-28T19:29:52.256444+00:00", "status": "succeeded" } ], "screenshot": [], "singlefile": [], "title": [ { "cmd": [ "curl", "--silent", "--location", "--compressed", "--max-time", "120", "--user-agent", "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/118.0.0.0 Safari/537.36 ArchiveBox/0.7.4 (+https://github.com/ArchiveBox/ArchiveBox/) curl/curl 8.14.1 (x86_64-pc-linux-gnu)", "https://global-energy-flow.com/storage/oil/" ], "cmd_version": "curl 8.14.1 (x86_64-pc-linux-gnu)", "end_ts": "2026-09-28T19:23:18.283779+00:00", "index_texts": null, "output": "US Oil Inventories & SPR Level Today \u2014 Weekly EIA Data", "pwd": "/data/archive/1790614809.099664", "schema": "ArchiveResult", "start_ts": "2026-09-28T19:23:18.267579+00:00", "status": "succeeded" }, { "cmd": [ "curl", "--silent", "--location", "--compressed", "--max-time", "120", "--user-agent", "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/118.0.0.0 Safari/537.36 ArchiveBox/0.7.4 (+https://github.com/ArchiveBox/ArchiveBox/) curl/curl 8.14.1 (x86_64-pc-linux-gnu)", "https://global-energy-flow.com/storage/oil/" ], "cmd_version": "curl 8.14.1 (x86_64-pc-linux-gnu)", "end_ts": "2026-09-28T19:29:52.250375+00:00", "index_texts": null, "output": "US Oil Inventories & SPR Level Today \u2014 Weekly EIA Data", "pwd": "/data/archive/1790614809.099664", "schema": "ArchiveResult", "start_ts": "2026-09-28T19:29:52.234224+00:00", "status": "succeeded" } ], "wget": [ { "cmd": [ "wget", "--no-verbose", "--adjust-extension", "--convert-links", "--force-directories", "--span-hosts", "--no-parent", "-e", "robots=off", "--reject=js,mjs,woff,woff2,ttf,otf,eot,mp4,m4v,mov,webm,ogv,mkv,avi,flv", "--timeout=120", "--restrict-file-names=windows", "--page-requisites", "--user-agent=Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/118.0.0.0 Safari/537.36 ArchiveBox/0.7.4 (+https://github.com/ArchiveBox/ArchiveBox/) wget/GNU Wget 1.21.3", "--compression=auto", "--timestamping", "https://global-energy-flow.com/storage/oil/" ], "cmd_version": "GNU Wget 1.21.3", "end_ts": "2026-09-28T19:23:18.259561+00:00", "index_texts": null, "output": "global-energy-flow.com/storage/oil/index.html", "pwd": "/data/archive/1790614809.099664", "schema": "ArchiveResult", "start_ts": "2026-09-28T19:23:16.866008+00:00", "status": "succeeded" }, { "cmd": [ "wget", "--no-verbose", "--adjust-extension", "--convert-links", "--force-directories", "--span-hosts", "--no-parent", "-e", "robots=off", "--reject=js,mjs,woff,woff2,ttf,otf,eot,mp4,m4v,mov,webm,ogv,mkv,avi,flv", "--timeout=120", "--restrict-file-names=windows", "--page-requisites", "--user-agent=Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/118.0.0.0 Safari/537.36 ArchiveBox/0.7.4 (+https://github.com/ArchiveBox/ArchiveBox/) wget/GNU Wget 1.21.3", "--compression=auto", "--timestamping", "https://global-energy-flow.com/storage/oil/" ], "cmd_version": "GNU Wget 1.21.3", "end_ts": "2026-09-28T19:29:52.227069+00:00", "index_texts": null, "output": "global-energy-flow.com/storage/oil/index.html", "pwd": "/data/archive/1790614809.099664", "schema": "ArchiveResult", "start_ts": "2026-09-28T19:29:50.792465+00:00", "status": "succeeded" } ] }, "icons": null, "is_archived": true, "is_static": false, "latest": { "archive_org": null, "dom": null, "favicon": "favicon.ico", "git": null, "media": null, "pdf": null, "screenshot": null, "singlefile": null, "title": "US Oil Inventories & SPR Level Today \u2014 Weekly EIA Data", "warc": null, "wget": "global-energy-flow.com/storage/oil/index.html" }, "link_dir": "/data/archive/1790614809.099664", "newest_archive_date": "2026-09-28T19:29:54.098184+00:00", "num_failures": 0, "num_outputs": 12, "oldest_archive_date": "2026-09-28T19:23:15.739444+00:00", "path": "/storage/oil/", "schema": "Link", "scheme": "https", "snapshot_id": "bf478361-4b83-49c3-97fd-faf47553e7d0", "sources": [ "/data/sources/1790614809-import.txt" ], "tags": ",war-wiki,pool,drudge", "tags_str": "war-wiki,pool,drudge", "timestamp": "1790614809.099664", "title": "US Oil Inventories & SPR Level Today \u2014 Weekly EIA Data", "updated": "2026-09-28T19:29:49.577088+00:00", "updated_date": "2026-09-28 19:29", "url": "https://global-energy-flow.com/storage/oil/" }