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HFI Research

EIA

US Crude Storage Outlook - Draw

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HFI Research
Feb 25, 2025
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For the week ending Feb 21, we have a crude draw of 3.63 million bbls. This week's crude draw is fueled by 1) higher US crude exports and 2) lower US crude oil production due to colder-than-normal weather.

The freeze-off is milder than normal as we saw in the natural gas production data. Roughly only ~5 Bcf/d were lost, which translates into ~500k b/d of production lost.

For total liquids, we expect this week to show a draw close to ~10 million bbls.

Looking at our US crude storage forecast, this is what we see:

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