Tom Kloza(@TomKloza):EIA stats are particularly lumpy with gas demand dropping 625k on the week and 566k yoy; distillate demand of 4.2-mbd almost certainly overstated and up 475k on week and 627k yoy. High freight costs are beginning to inhibit product exports.

Tom Kloza

@TomKloza

Chief Energy Advisor, Gulf Oil. Keynote speaker, co-founder of OPIS. Been covering energy markets since Jimmy Hoffa went missing. tkloza@klozaadvisorsllc.com

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Tom Kloza@TomKloza

2026.10.28 14:38

EIA stats are particularly lumpy with gas demand dropping 625k on the week and 566k yoy; distillate demand of 4.2-mbd almost certainly overstated and up 475k on week and 627k yoy. High freight costs are beginning to inhibit product exports.