U.S. crude inventories drop amid continued SPR draws
Ongoing Strategic Petroleum Reserve draws and falling U.S. crude inventories tighten near-term oil supply availability.
Source →The trace
How it reaches your house.
Starting from Canadian crude oil imports, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Crude Oil Feedstock →Shortage riskCrude oil is a critical, one-to-one feedstock input, so tighter crude availability directly constrains refinery output of gasoline and diesel.
97% confidenceCrude Oil Feedstock →Shortage riskHome heating oil also depends directly on crude oil feedstock, so reduced near-term crude supply can tighten its availability.
97% confidenceGulf Coast crude oil feedstock (jet fraction) →Shortage riskThis feedstock is a critical 0.95-strength input to jet fuel, so tighter crude availability directly constrains jet fuel supply.
Hop 2
ExxonMobil →Shortage riskGulf Coast crude oil feedstock (jet fraction)
ExxonMobil relies on this crude feedstock, and falling U.S. inventories plus SPR draws directly make near-term supply scarcer.
90% confidenceJet fuel →Shortage riskGulf Coast crude oil feedstock (jet fraction)
Lower crude inventories and ongoing SPR draws tighten Gulf Coast jet-fraction feedstock availability, directly constraining jet fuel output.
84% confidenceMarathon Petroleum Corporation →Shortage riskHop 3
Ethylene monomer (polymer grade) →Shortage riskPolymer-grade ethylene monomer is a critical, high-dependency input here, so tighter supply can directly curtail production of trash bags and plastic wrap.
95% confidenceOxidized Asphalt / Bitumen →Shortage riskBitumen is a critical roofing input (dependency_strength 0.95, critical=true), so a near-term supply squeeze should directly reduce roofing-material availability.
95% confidenceLinear low-density polyethylene (LLDPE) resin →Shortage riskHop 4
Roofing materials →DelaysAsphalt Saturation
This roofing-materials process step directly consumes oxidized asphalt/bitumen, which is already the tight upstream input in the supplied path, so the shortage should slow the step.
64% confidenceCalumet Inc. →Prices riseAromatic Formulation Solvents (Xylene / Naphtha)
Xylene and naphtha are direct refinery derivatives, so near-term crude inventory tightness should push this input's price higher despite some substitutability.
63% confidenceAluminum and aluminum products →Prices easeAlumina (Aluminum Oxide, Al₂O₃)
If aluminum and aluminum-products output is curtailed, demand for alumina feedstock weakens, putting downward pressure on alumina prices.
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil · Jet fuel · Trash bags and plastic wrap · Roofing materials · Aluminum and aluminum products · Cement and concrete
In the MyPRIA app, this is checked against your own holdings.