North American Oil Data Deck (April 2026)
Winter Storm Fern cratered continental petroleum output and while at the same time supercharging product demand by an almost equivalent magnitude.
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North American petroleum liquids output, both upstream and downstream, cratered by more than -1 MMbpd m/m back below 30 MMbpd after cold weather-related challenges on the back of Winter Storm Fern. Winter conditions also notably boosted continental petroleum product demand, which was up by more than +1 MMbpd y/y.
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