Operating Parameters
US PADD-3 Core
18.2 Mbpd
94.8%
1.0 Mbpd
14 Days
3.8 Mbpd
Global Distillate & Gasoline Supply Arteries
CRITICAL_DEFICIT
Distillate Deficit (Mbbl)
14.0
Cumulative supply shortfall
Crack Spread Shock
+$12.40/bbl
Refining margin expansion
Regional Supply Buffers
Days of Supply
| Region | Base | Shock Δ | Post |
|---|
Vulnerability Breakdown
• Latin America: Heavily reliant on US Gulf Coast clean product exports (70%+ import share). Depletion rate is fastest (-5.8 days).
• US East Coast (PADD 1): Pipeline and waterborne deliveries bottlenecked; regional inventories drop by 4.2 days.
• Europe: Diesel-short post-Russian sanctions; reliant on US sweet middle distillates; reserves decline by 2.1 days.