Ekonomi
ABD Ticari Ham Petrol Stokları SPR hariç 424,1 milyon varile geriledi; haftaya göre değişim dikkat çekici
Kısaca
ABD’nin SPR dışı ham petrol stokları 424,1 milyon varile geriledi (3,2 milyon varil azalma); toplam stoklar 1,520 milyar varil olarak belirtildi. EIA verisi açıkladı: haftalık değişim ve yıllık karşılaştırma, piyasalarda dikkatle izlenmelidir. Yarın veya kısa vadede enerji ve petrol ürünleri fiyatlarının yönü bu veriye bağlı olarak izlenecek noktadır.
Ana mesele
ABD’nin SPR hariç ticari ham petrol stokları bir hafta içinde 3,2 milyon varil azalırken 424,1 milyon varil kayda geçti
Ne değişti?
SPR hariç stoklarındaki düşüş netleşti ve toplam petrol stokları düşüş eğilimini sürdürdü
Beni nasıl etkiler?
Okuyucular enerji maliyetleri ve petrol piyasalarındaki dalgalanmalara dikkat etmelidir
Ne oldu?
ABD’nin SPR hariç ticari ham petrol stokları 3,2 milyon varil azaldı ve 424,1 milyon varil olarak kaydedildi
Neden şimdi?
EIA’nın haftalık raporu 7 Ekim tarihinde yayımlandı ve 2 Eylül–2 Ekim arasındaki verileri içeriyor
Neden önemli?
Stok değişimleri arz-talep dengesi ve fiyatlar üzerinde doğrudan etkili olur
Kimler etkileniyor?
- Enerji şirketleri
- Tüketici fiyatları üzerinde etkili olan enerji sektörü
- Piyasa analistleri
- Regülatörler
Sektör ve piyasa etkisi
Enerji piyasasında volatilite artabilir; stoklar yakından izleniyor
Riskler
- Kısa vadede fiyat yükselişi riski
- EIA verilerine aşırı güven risk
Takip edilmesi gerekenler
- Bir sonraki EIA raporu
- Brent ve WTI fiyat hareketleri
- SPR politikası ve stok değişimlerinin etkisi
Haberin tamamı
<p>U.S. commercial crude oil inventories, excluding the Strategic Petroleum Reserve (SPR), dropped by 3.2 million barrels from the week ending September 25 to the week ending October 2.</p> <p>That’s what the U.S.
Energy Information Administration (EIA) highlighted in its latest weekly petroleum status report, which was released on October 7 and included data for the week ending October 2.</p> <p>Commercial crude oil stocks, not including the SPR, came in at 424.134 million barrels on October 2, 427.320 million barrels on September 25, and 420.261 million barrels on October 3, 2025, the report revealed.
Crude oil stocks dropped by 0.7 percent week on week and rose by 0.9 percent year on year, the report outlined.</p> <p>Crude oil in the SPR stood at 283.0 million barrels on October 2, 283.8 million barrels on September 25, and 407.0 million barrels on October 3, 2025, the report outlined.
The October 2 figure represented a 0.3 percent week on week decrease and a 30.5 percent year on year decrease, the report highlighted.</p> <p>Total petroleum stocks - including crude oil, total motor gasoline, fuel ethanol, kerosene type jet fuel, distillate fuel oil, residual fuel oil, propane/propylene, and other oils - stood at 1.520 billion barrels on October 2, the report showed.
Total petroleum stocks were down 7.7 million barrels week on week and down 173.8 million barrels year on year, the report revealed.</p> <p>“Commercial crude oil inventories (excluding the Strategic Petroleum Reserve) decreased 3.2 million barrels to 424.1 million barrels, one percent above the five-year average,” the EIA said in its latest weekly petroleum status report.</p> <p>“Gasoline inventories increased 0.4 million barrels, six percent below the five-year average.
Distillate inventories remained unchanged, 12 percent below the five-year average,” it added.</p><div id='newsArticleDianomoAds' style='display:none'><hr style='margin:5px 0px;'><div style='color:#808080;text-align: center;'>Advertisement - Scroll to continue</div><div class='dianomi_context' data-dianomi-context-id='4460'></div></div> <p>“Propane/propylene inventories decreased 1.8 million barrels, 18 percent above the five-year average,” it continued.</p> <p>For the week ending October 02, U.S.
refineries processed 16.5 million barrels per day, according to the EIA’s report, which highlighted that this was up 223,000 barrels per day from the previous week, “at 92.7 percent capacity utilization”.</p> <p>“Gasoline output averaged 9.3 million barrels per day, and distillate production increased to 5.3 million barrels per day,” the EIA noted in the report.</p> <p>Crude oil imports increased 1.1 million barrels per day to 6.8 million barrels per day, and the four-week average of 6.4 million barrels per day is 4.3 percent above the year-ago level, the EIA stated in its report.</p> <p>“Gasoline imports averaged 512,000 barrels per day; distillate imports averaged 118,000 barrels per day,” the EIA highlighted.</p> <p>According to the report, over the past four weeks, total product supplied averaged 21.1 million barrels per day.
This was up 0.7 percent year over year, the report revealed.</p> <p>“The four-week average for gasoline product supplied decreased 0.3 percent year over year to 8.8 million barrels per day, while the four-week average for distillate product supplied decreased 1.6 percent to 3.8 million barrels per day,” the report noted.</p> <p>“The four-week average for jet fuel product supplied increased 6.0 percent year over year,” it added.</p> <p><strong>Analyst Takes</strong></p> <p>In a statement posted on his X page on Thursday outlining highlights from the EIA’s latest weekly petroleum status report, Ole Hansen, Head of Commodity Strategy at Saxo Bank<strong>, </strong>pointed out that U.S.
crude inventories “fell by 3.2 million barrels last week to 424 million barrels, broadly in line with the seasonal average”.</p> <p>“SPR releases added 1.1 million barrels of supply, while U.S. crude production rose to nearly 14 million barrels per day,” he added.</p> <p>“Refinery crude demand increased by 223,000 barrels per day to 16.5 million barrels per day, a seasonal record high, while higher imports and exports left net crude imports broadly unchanged,” he continued.</p> <p>“Total U.S.
crude and fuel exports climbed to 12.8 million barrels per day, the highest since May and a seasonal record. Meanwhile, four-week average implied gasoline demand stood at 8.8 million barrels per day, roughly in line with the seasonal norm,” he went on to state.</p> <p>In a market analysis sent to Rigzone on Thursday, Naaem Aslam, CIO at Zaye Capital Markets, highlighted that U.S.
crude inventories “fell by an actual 3.2 million barrels when markets had expected a 1.9 million barrel increase, while the previous reading showed a 0.9 million barrel build”.</p> <p>“That is an important surprise because falling inventories signal tighter domestic supply than expected,” Aslam pointed out.</p> <p><strong>Crude Stock Build Expected</strong></p> <p>In an oil and gas report sent to Rigzone on Monday by the Macquarie group, Macquarie strategists, including Macquarie Energy Strategist Walt Chancellor, revealed that they were forecasting that U.S.
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Kaynaklar
ABD Ticari Ham Petrol Stokları SPR hariç 424,1 milyon varile geriledi; haftaya göre değişim dikkat çekici · Mercek akışına dön