ARGUS.US energy inflation weekly · Historical module backfill
The original weekly report did not switch to energy-inflation easing: crude was weak, products tight and retail/surcharges eased, but inventories and refinery supply did not confirm reversal.
This is a module backfill of an already-public historical report, not a new research run. Values and interpretations retain the original data windows; the complete original text and sources are linked below.
## overall · Hidden product pressure Evidence through: 2026-10-05 The original weekly report did not switch to energy-inflation easing: crude was weak, products tight and retail/surcharges eased, but inventories and refinery supply did not confirm reversal.
## 01 · Crude easing · International tightness Evidence through: 2026-10-02 Friday WTI was USD 91.11/bbl and Brent USD 102.25/bbl. Contract rollovers and weekend rebounds remain separate; old contracts cannot be spliced into decline calculations.
## 02 · Products / crack spread tight Evidence through: 2026-10-02 RBOB about USD 3.312/gal and Heating Oil/ULSD proxy about USD 4.501/gal; reported futures crack spread about USD 66–67/bbl. Contract and sampling differences matter; the EIA spot proxy is not this futures reading.
## 03 · Inventories / refineries worsening Evidence through: 2026-09-25 The September 30 EIA release for the week ending September 25 showed 105.18 million barrels of distillates and 92.5% refinery utilization. This retains the original report window, not later data.
## 04 · Modest retail / transport easing Evidence through: 2026-09-30 DOE diesel as of September 28 was USD 6.382/gal. Oak Harbor LTL/TL rates cited in the report, 54.5%/88%, correspond to the September 30 effective schedule. Carrier PADD5-based rates are not industry-wide freight rates.