For the week ending September 18, 2026, U.S. refineries processed 16.8 million barrels per day (b/d), down 519,000 b/d from the previous week, at 94.0% capacity utilization. Gasoline output averaged 9.6 million b/d, and distillate production decreased to 5.2 million b/d. 

Crude oil imports decreased 1.2 million b/d to 5.9 million b/d, although the four-week average of 6.6 million b/d is 5.3% above the year-ago level. Gasoline imports averaged 401,000 b/d; distillate imports averaged 85,000 b/d. 

Commercial crude oil inventories (excluding the Strategic Petroleum Reserve) increased 3.0 million barrels to 426.4 million barrels, 2% above the five-year average. Gasoline inventories decreased 1.7 million barrels, 6% below the five-year average. Distillate inventories decreased 0.4 million barrels, 12% below the five-year average. Propane/propylene inventories decreased 1.2 million barrels, 20% above the five-year average. Total commercial petroleum inventories increased by 0.1 million barrels for the week.

Over the past four weeks, total product supplied averaged 20.6 million b/d, up 0.5% year over year. The four-week average for gasoline product supplied decreased 0.8% year over year to 8.8 million b/d, while the four-week average for distillate product supplied increased 0.3% to 3.6 million b/d. The four-week average for jet fuel product supplied increased 6.2% year over year.