# US Distillate Stocks Fall Below 100 Million Barrels for the First Time Since 2003

> US distillate inventories fell 3.6 million barrels to 99.3 million in the week ending October 30, 13% below the five-year average and the first time below 100 million since 2003. Diesel output declined despite higher refinery utilization, while diesel prices remained elevated; the Department of Energy lent 300,000 barrels from the Northeast heating-oil reserve.

- Date: 2026-11-08 · published 2026-11-09T03:08:37.868Z
- Category: report · region US · magnitude medium
- Page: https://feedsoft.ai/events/88517-us-distillate-stocks-fall-below-100-million-barrels-for-the-first-time-since
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

Tight distillate inventories and strong demand support diesel prices and can raise feed and grain transport costs. The reserve release may provide limited near-term relief.

## Read by commodity

- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2021-05-03 | [DOE/EIA diesel price up for the week, first time since March - FreightWaves](https://feedsoft.ai/events/47280-doe-eia-diesel-price-up-for-the-week-first-time-since-march-freightwaves.md) | +4.8% | +6.4% |
| DIESEL | 2018-07-31 | [EIA: U.S. Distillate Fuel Inventories Are Low for This Time of Year - Fuels Market News](https://feedsoft.ai/events/64209-eia-u-s-distillate-fuel-inventories-are-low-for-this-time-of-year-fuels-market.md) | -1.4% | +2.2% |
| DIESEL | 2020-09-30 | [U.S. crude, distillate stocks down in most recent week: EIA \| 104.5 & 96.1 The Point](https://feedsoft.ai/events/51291-u-s-crude-distillate-stocks-down-in-most-recent-week-eia-104-5-and-96-1-the.md) | +6.8% | +4.4% |
| DIESEL | 2026-10-28 | [US crude and distillate inventories fall, gasoline stocks rise, EIA says By Reuters](https://feedsoft.ai/events/271-us-crude-and-distillate-inventories-fall-gasoline-stocks-rise-eia-says-by.md) | -4.2% | — |
| DIESEL | 2022-04-27 | [Oil Futures Mixed, ULSD Rallies on Tight Distillate Supply](https://feedsoft.ai/events/8168-oil-futures-mixed-ulsd-rallies-on-tight-distillate-supply.md) | +0.1% | -13.9% |

## Sources

- marketpulsescope.com: https://marketpulsescope.com/news/us-distillate-stocks-fall-below-100-million-2026-11-08

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.