US Jet Fuel Demand and Production Rise, Stocks Dwindle: EIA

Jet fuel demand and production in the U.S. rose for the week ended Friday, according to the latest Energy Information Administration data, while stockpiles of jet fuel slumped.

Demand for jet fuel as measured by EIA rose 71,000 b/d to 17.87 million b/d, the highest point since the week ended Jan. 9. The jump also puts current demand about on par with the year-ago level of 1.775 million b/d.

Production of jet fuel in the U.S. also rose for the week, rising 85,000 b/d to 1.808 million b/d. That’s the highest domestic jet fuel production since the week ended Sept. 1.

Regionally, most areas saw small jumps. Gulf Coast (PADD 3) jet fuel output saw the biggest weekly rise, moving up 54,000 b/d to 998,000 b/d. West Coast (PADD 5) jet fuel was up 18,000 b/d to 396,000 b/d, while Midwest jet fuel also saw a modest rise of 5,000 b/d to 291,000 b/d. East Coast (PADD 1) jet fuel production was the only region in the nation to drop, shifting down just 3,000 b/d to 84,000 b/d.

Even though production increases slightly outpaced demand bumps, overall stockpiles of jet fuel in the U.S. shrank. Draws of 845,000 bbl for U.S. jet fuel supplies were seen for the week, dropping overall inventories to 41.246 million bbl. That’s the lowest stocks of jet in the nation since early May 2025.

Regionally, stockpile movement was mixed. The biggest change on the week was in PADD 3, where jet stocks dropped 759,000 bbl to 12.836 million bbl. PADD 1 jet fuel inventories also drew down, losing 311,000 bbl to 8.359 million bbl. PADD 2, on the other hand, saw jet fuel stockpiles increase 185,000 bbl to 7.994 million bbl, while PADD 5 jet fuel stocks were the most stable with just a 28,000 bbl draw to 11.115 million bbl.

Reporting by Cory Wilchek, cwilchek@opisnet.com; Editing by Michael Kelly, mkelly@opisnet.com