Friday, January 21, 2022

Gasoline Demand: Are We Missing Something? January 21, 2022

Re-posting, from yesterday:

Link here.  

 From a reader who follows this very, very, very closely

The gasoline inventory increase of 23,962,000 barrels over the past 3 weeks appears to be the largest in any three week period on record, and even exceeded the 4 week inventory increase of 23,952,000 barrels that we saw at the outset of the pandemic lockdowns from mid-March to mid April of 2020.

Repeat:

The gasoline inventory increase of 23,962,000 barrels over the past 3 weeks appears to be the largest in any three week period on record, and even exceeded the 4 week inventory increase of 23,952,000 barrels that we saw at the outset of the pandemic lockdowns from mid-March to mid April of 2020.
Demand destruction?

2 comments:

  1. One would think that one side of political spectrum or the other would be making hay with this, but...crickets all around

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    Replies
    1. I'm not surprised it's not in the mainstream media -- that's getting pretty deep into the weeds, and besides, no one understands graphs.

      But I am surprised I have not seen this graphic on CNBC. You are correct; it is weird.

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