US Jet Fuel Production Notches Third Week of Over 2 Million B/d Despite Slight Decrease: EIA

Domestic U.S. production, demand and stockpiles of jet fuel decreased slightly last week, according to data released Wednesday by the Energy Information Administration. However, production extended its record-breaking run, marking a third consecutive week of high output.

Transportation Security Administration data showed that overall passenger volumes declined last week. Approximately 17 million passengers moved through TSA checkpoints, a decrease of about 162,000 people from the prior week. Compared to the same week in 2025, volume has fallen by 200,000 passengers.

U.S. jet fuel production rates dipped by 5,000 b/d last week but still maintained a robust 2.029 million b/d. This represents an unprecedented streak; since the EIA began recording this data point in August 1982, there has never been a three-week stretch with output consistently exceeding 2 million b/d.

The Gulf Coast (PADD 3) saw the most significant decline, dropping 52,000 b/d to 1.158 million b/d. This brings the rate to within 5,000 b/d of the level recorded two weeks prior. The East Coast (PADD 1) saw output wane by 8,000 b/d to 93,000 b/d, its lowest level since the week ending April 3.

The U.S. Midwest (PADD 2) led production gains, rising 37,000 b/d to 322,000 b/d, the highest rate since the first week of December 2025. The West Coast (PADD 5) saw output rise by 18,000 b/d to 433,000 b/d, the highest rate since late March.

Demand for jet fuel cooled by 70,000 b/d to 1.71 million b/d during the week ending Friday, roughly 312,000 b/d lower than the comparable week in 2025.

Even though production outweighed demand, national jet fuel stocks posted a slight draw of 596,000 bbl, landing at 43.57 million bbl. Despite the draw, this is over 3.5 million bbl higher than the same week last year. Stockpiles have now remained above the 43.5 million bbl mark for three consecutive weeks.

PADD 3 inventories fell by 609,000 bbl to 14.19 million bbl, the lowest level since April 10. PADD 1 stocks drew back by 481,000 bbl to 10.462 million bbl.

PADD 5 saw the largest build, rising 319,000 bbl to 10.963 million bbl, the highest inventory level since April 3. PADD 2 rose by 142,000 bbl to 7.215 million bbl, while PADD 4 increased by 33,000 bbl to 740,000 bbl.

Reporting by Reagan Pritchard, rcoleman@opisnet.com; Editing by Michael Kelly, mkelly@opisnet.com