美国取暖油期货交易价格接近每加仑2.49美元,接近7月以来的最高水平,因为馏分油平衡的收紧超过了原油基准疲软的压力。在截至10月31日的一周内,美国馏分油库存下降了64.3万桶,标志着连续第五周出现下降,库存远低于季节性标准,削弱了炼油厂和分销商通常在冬季前持有的缓冲。与此同时,美国原油库存增加了约520万桶,但增加的供应并没有转化为更高的馏分油产量,因为炼油厂运行和柴油产量有所放缓,而净产量在最近几周有所滞后。强劲的出口流量通过将石油转移到国外进一步收紧了国内供应,而寒冷的天气提高了季节性供暖和柴油需求。
US heating oil futures traded near $2.49 per gallon, near their highest level since July, as tightening distillate balances outweighed pressure from weaker crude benchmarks. US distillate inventories fell by 643 thousand barrels in the week ending October 31th, marking a fifth consecutive weekly draw and leaving stocks well below seasonal norms, eroding the cushion refiners and distributors typically hold ahead of winter. Meanwhile, US crude inventories rose by roughly 5.2 million barrels, yet the added supply has not translated into higher distillate output, as refinery runs and diesel yields have eased while net production has lagged in recent weeks. Robust export flows have further tightened domestic availability by diverting barrels abroad, and with colder weather lifting seasonal heating and diesel demand.