Commodities April 29, 2026 10:58 AM

U.S. Crude and Fuel Stocks See Large Weekly Draws, Prices Respond

Energy Information Administration reports sharp declines in crude and gasoline inventories; futures climb amid higher refinery runs

By Marcus Reed
U.S. Crude and Fuel Stocks See Large Weekly Draws, Prices Respond

The Energy Information Administration reported substantial weekly declines in U.S. petroleum inventories for the week ending April 24. Crude oil stocks fell by 6.2 million barrels to 459.5 million barrels, while gasoline inventories dropped by 6.1 million barrels to 222.3 million barrels, well below analyst expectations. Distillate supplies also fell and stocks at the Cushing delivery hub decreased. Oil futures rose after the report as refinery activity increased modestly.

Key Points

  • U.S. commercial crude inventories declined by 6.2 million barrels to 459.5 million barrels in the week ending April 24, per EIA data.
  • Gasoline stocks fell by 6.1 million barrels to 222.3 million barrels, a larger draw than the 2.1 million-barrel decline expected by analysts in a Reuters poll.
  • Refinery activity increased modestly, with crude runs up 84,000 barrels per day and utilization rising by 0.5 percentage point; oil futures rose for both Brent and WTI following the report.

The Energy Information Administration (EIA) released data on Wednesday showing notable decreases across several U.S. petroleum inventory categories for the week ending April 24.

Crude oil stock change - U.S. crude inventories fell by 6.2 million barrels to a reported 459.5 million barrels. The EIA figure represents the change in onshore crude stocks in the reporting week.

Fuel inventories - Gasoline supplies declined by 6.1 million barrels, leaving gasoline stocks at 222.3 million barrels. That drop was substantially larger than analysts polled by Reuters had anticipated, who had expected a 2.1 million-barrel decrease. Distillate inventories also contracted during the same reporting period, according to the EIA.

Cushing hub and refinery activity - Stocks at the key Cushing, Oklahoma delivery hub decreased by 796,000 barrels. The EIA data also showed that refinery crude runs rose by 84,000 barrels per day for the week, and refinery utilization rates increased by 0.5 percentage point.

Market reaction - Oil futures moved higher following the release of the inventory data. As of 10:38 a.m. ET, Brent crude was trading at $116.85 per barrel, up $5.59 on the day, and West Texas Intermediate (WTI) was trading at $104.67 per barrel, up $4.74.

The report documents a period in which commercial crude and fuel inventories fell materially, gasoline declines exceeded external analyst expectations, and refiners processed slightly more crude than in the prior week. The EIA figures provide a snapshot of stock levels and refinery throughput for the specified reporting week, and the immediate market response was reflected in higher benchmark crude futures prices.


Data recap

  • U.S. crude inventories: -6.2 million barrels, to 459.5 million barrels
  • Gasoline inventories: -6.1 million barrels, to 222.3 million barrels (versus a -2.1 million-barrel Reuters poll expectation)
  • Cushing stocks: -796,000 barrels
  • Refinery crude runs: +84,000 barrels per day
  • Refinery utilization: +0.5 percentage point
  • Brent crude: $116.85 per barrel, up $5.59 (as of 10:38 a.m. ET)
  • West Texas Intermediate: $104.67 per barrel, up $4.74 (as of 10:38 a.m. ET)

Risks

  • Price volatility in oil markets as futures reacted upward to the inventory draws, which may affect energy and transport sectors tied to fuel costs.
  • Uncertainty about near-term supply-demand balances because the data show sizable stock draws but do not provide reasons for the changes, affecting market participants' planning in refining and logistics.
  • Refinery throughput and utilization shifts create operational variability for refiners and fuel distributors as they adjust processing and distribution in response to inventory movements.

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