This is a module backfill of an already-public historical report, not a new research run. Values and interpretations retain the original data windows; the complete original text and sources are linked below.

## overall · Hidden product pressure
Evidence through: 2026-10-05
The original weekly report did not switch to energy-inflation easing: crude was weak, products tight and retail/surcharges eased, but inventories and refinery supply did not confirm reversal.

## 01 · Crude easing · International tightness
Evidence through: 2026-10-02
Friday WTI was USD 91.11/bbl and Brent USD 102.25/bbl. Contract rollovers and weekend rebounds remain separate; old contracts cannot be spliced into decline calculations.

## 02 · Products / crack spread tight
Evidence through: 2026-10-02
RBOB about USD 3.312/gal and Heating Oil/ULSD proxy about USD 4.501/gal; reported futures crack spread about USD 66–67/bbl. Contract and sampling differences matter; the EIA spot proxy is not this futures reading.

## 03 · Inventories / refineries worsening
Evidence through: 2026-09-25
The September 30 EIA release for the week ending September 25 showed 105.18 million barrels of distillates and 92.5% refinery utilization. This retains the original report window, not later data.

## 04 · Modest retail / transport easing
Evidence through: 2026-09-30
DOE diesel as of September 28 was USD 6.382/gal. Oak Harbor LTL/TL rates cited in the report, 54.5%/88%, correspond to the September 30 effective schedule. Carrier PADD5-based rates are not industry-wide freight rates.

## Public sources

- [美国能源通胀周报原始完整报告](https://argus-trend-observatory.airycoati8.chatgpt.site/reports/energy-2026-10-05/)