US Jet Fuel Demand Up, Production and Inventories Decline: EIA
Domestic jet fuel demand saw an increase over the week, while production and nationwide inventories lowered, according to the latest data released by the Energy Information Administration.
Demand for jet fuel in the country, as measured by EIA in products supplied, was up 353,000 b/d from the week prior, to 1.982 million b/d. That was also about 153,000 b/d above the year-ago figure of 1.829 million b/d, according to the agency.
Jet fuel production in the U.S. was also down in the week ended Friday, to see levels off 18,000 b/d to 2.050 million b/d, which was well ahead of the year-ago level of 1.968 million b/d.
Nationwide the largest fall off in production belonged to the Gulf Coast (PADD 3) with a fall of 27,000 b/d to 1.158 million b/d, which was above the year-ago level of 964,000 b/d.
The East Coast (PADD 1) saw production levels drop 10,000 b/d to 58,000 b/d, good for a deflation of 30,000 b/d from the same week in 2025 when production was at 88,000 b/d. On the opposite side of the country, the West Coast (PADD 5), saw output figures reduce by 22,000 b/d over the week to 455,000 b/d. That was behind the year-ago level of 516,000 b/d.
Production in the Midwest (PADD 2) was the only part of the country where output numbers saw an increase over the week. PADD 2 jet fuel production advanced by 43,000 b/d to 346,000 b/d, but that was below the year-ago level of 364,000 b/d by 18,000 b/d.
Jet fuel holdings in the country were down over the week by 1.69 million bbl to 45.187 million bbl, according to the EIA data.
PADD 1 was responsible for the largest drop with inventories down 527,000 bbl to 11.026 million bbl, at a low since the week ended June 12 when numbers slipped below 11 million bbl. It was also good for a year-on-year decline of 515,000 bbl.
The West Coast jet fuel stock levels were just behind the East Coast with holdings down 635,000 bbl to a six-week low at 10.608 million bbl.
The Gulf Coast saw the next sharpest fall with jet fuel stockpiles down 489,000 bbl to 15.143 million bbl, marking a second consecutive week above the 15-million-bbl mark. That was also above the year-ago level of 13.571 million bbl, the data showed.
U.S. jet fuel moving out of the country was off slightly at 443,000 b/d from 445,000 b/d the week prior, but that was still above the year-ago level of 255,000 b/d. For comparison, only 162,000 b/d were being exported during the same week in 2024.
Imports of the product into the nation saw a sharp increase to 133,000 b/d from just 15,000 b/d the week prior, which was an inflation from the year-ago level of 28,000 b/d. Most of the jet fuel was imported to the West Coast which took in 119,000 b/d after seeing no imports the previous week, while the East Coast absorbed 13,000 b/d over the week, unchanged from the prior week.