UNITED STATES · PUBLIC ECONOMIC EVIDENCE

美国能源监测

用于行业研究的经济背景。这些指标不影响 Insider Signal 或排名。

本期研究摘要：证据与待验证问题

各指标保留自己的观测期间。以下是研究线索，不是对单家公司的结论。

研究方向已观测变化下一步核实
原油供需
商业原油库存（不含战略储备）		2026-10-09 · 周环比 -2.02% · 较52周前 -1.94%先核对炼厂开工、进口与季节性需求，再判断库存变化原因。
原油供应
美国原油产量		2026-10-09 · 周环比 -2.15% · 较52周前 +0.32%对照生产商产量指引、实现售价与资本开支。
天然气供需
美国本土48州天然气工作气库存		2026-10-09 · 周环比 +1.91% · 较52周前 -3.91%对照季节性库存常态与天气；单周累库不能直接证明供过于求。
电力需求
电力终端使用总量		2026-06 · 月环比 +12.75% · 同比 +1.29%核对天气和客户结构；月度终端用电不代表本周电网需求。

如何用于行业研究

将库存与产量、季节性需求并列观察。库存增加可能来自多种供需变化，不自动代表所有能源公司利空；用电也受到天气影响。

能源 · 公用事业

库存和原油产量按周更新；电力终端使用按月更新。

US Energy Information Administration

商业原油库存（不含战略储备）

415,577.00

千桶 · 2026-10-09 · 周度

周环比: -2.02 % · 较52周前: -1.94 %

库存水平，不是流量，也不是油价预测。

商业原油库存（不含战略储备）398,385.9471,851.12024-10-18: 426,024.002024-10-25: 425,509.002024-11-01: 427,658.002024-11-08: 429,747.002024-11-15: 430,292.002024-11-22: 428,448.002024-11-29: 423,375.002024-12-06: 421,950.002024-12-13: 421,016.002024-12-20: 416,779.002024-12-27: 415,601.002025-01-03: 414,642.002025-01-10: 412,680.002025-01-17: 411,663.002025-01-24: 415,126.002025-01-31: 423,790.002025-02-07: 427,860.002025-02-14: 432,493.002025-02-21: 430,161.002025-02-28: 433,775.002025-03-07: 435,223.002025-03-14: 436,968.002025-03-21: 433,627.002025-03-28: 439,792.002025-04-04: 442,345.002025-04-11: 442,860.002025-04-18: 443,104.002025-04-25: 440,408.002025-05-02: 438,376.002025-05-09: 441,830.002025-05-16: 443,158.002025-05-23: 440,363.002025-05-30: 436,059.002025-06-06: 432,415.002025-06-13: 420,942.002025-06-20: 415,106.002025-06-27: 418,951.002025-07-04: 426,021.002025-07-11: 422,162.002025-07-18: 418,993.002025-07-25: 426,691.002025-08-01: 423,662.002025-08-08: 426,698.002025-08-15: 420,684.002025-08-22: 418,292.002025-08-29: 420,707.002025-09-05: 424,646.002025-09-12: 415,361.002025-09-19: 414,754.002025-09-26: 416,546.002025-10-03: 420,261.002025-10-10: 423,785.002025-10-17: 422,824.002025-10-24: 415,966.002025-10-31: 421,168.002025-11-07: 427,581.002025-11-14: 424,155.002025-11-21: 426,929.002025-11-28: 427,503.002025-12-05: 425,691.002025-12-12: 424,417.002025-12-19: 424,822.002025-12-26: 422,888.002026-01-02: 419,056.002026-01-09: 422,447.002026-01-16: 426,049.002026-01-23: 423,754.002026-01-30: 420,299.002026-02-06: 428,829.002026-02-13: 419,815.002026-02-20: 435,804.002026-02-27: 439,279.002026-03-06: 443,103.002026-03-13: 449,259.002026-03-20: 456,185.002026-03-27: 461,636.002026-04-03: 464,717.002026-04-10: 463,804.002026-04-17: 465,729.002026-04-24: 459,495.002026-05-01: 457,182.002026-05-08: 452,876.002026-05-15: 445,013.002026-05-22: 441,686.002026-05-29: 433,712.002026-06-05: 426,485.002026-06-12: 418,222.002026-06-19: 412,134.002026-06-26: 408,359.002026-07-03: 411,357.002026-07-10: 409,665.002026-07-17: 411,675.002026-07-24: 404,508.002026-07-31: 406,987.002026-08-07: 424,410.002026-08-14: 428,815.002026-08-21: 428,910.002026-08-28: 424,460.002026-09-04: 424,069.002026-09-11: 423,429.002026-09-18: 426,398.002026-09-25: 427,320.002026-10-02: 424,134.002026-10-09: 415,577.002024-10-182026-10-09

Not seasonally adjusted · 官方来源 ↗

发布日期：2026-10-15
来源文件更新时间：Thu, 15 Oct 2026 16:33:13 GMT
抓取时间：2026-10-18T22:55:46.615948+00:00

近期观测与修订

序列：WCESTUS1

上次更新新增 0 个期间、修订 0 项。

期间千桶备注
2026-10-09415,577.00
2026-10-02424,134.00
2026-09-25427,320.00
2026-09-18426,398.00
2026-09-11423,429.00
2026-09-04424,069.00
2026-08-28424,460.00
2026-08-21428,910.00
2026-08-14428,815.00
2026-08-07424,410.00
2026-07-31406,987.00
2026-07-24404,508.00

US Energy Information Administration

美国原油产量

13,679.00

千桶／日 · 2026-10-09 · 周度

周环比: -2.15 % · 较52周前: +0.32 %

周度估计的日均产量，不可当作周产量直接累加。

美国原油产量13,123.214,056.82024-10-18: 13,500.002024-10-25: 13,500.002024-11-01: 13,500.002024-11-08: 13,400.002024-11-15: 13,201.002024-11-22: 13,493.002024-11-29: 13,513.002024-12-06: 13,631.002024-12-13: 13,604.002024-12-20: 13,585.002024-12-27: 13,573.002025-01-03: 13,563.002025-01-10: 13,481.002025-01-17: 13,477.002025-01-24: 13,240.002025-01-31: 13,478.002025-02-07: 13,494.002025-02-14: 13,497.002025-02-21: 13,502.002025-02-28: 13,508.002025-03-07: 13,575.002025-03-14: 13,573.002025-03-21: 13,574.002025-03-28: 13,580.002025-04-04: 13,458.002025-04-11: 13,462.002025-04-18: 13,460.002025-04-25: 13,465.002025-05-02: 13,367.002025-05-09: 13,387.002025-05-16: 13,392.002025-05-23: 13,401.002025-05-30: 13,408.002025-06-06: 13,428.002025-06-13: 13,431.002025-06-20: 13,435.002025-06-27: 13,433.002025-07-04: 13,385.002025-07-11: 13,375.002025-07-18: 13,273.002025-07-25: 13,314.002025-08-01: 13,284.002025-08-08: 13,327.002025-08-15: 13,382.002025-08-22: 13,439.002025-08-29: 13,423.002025-09-05: 13,495.002025-09-12: 13,482.002025-09-19: 13,501.002025-09-26: 13,505.002025-10-03: 13,629.002025-10-10: 13,636.002025-10-17: 13,629.002025-10-24: 13,644.002025-10-31: 13,651.002025-11-07: 13,862.002025-11-14: 13,834.002025-11-21: 13,814.002025-11-28: 13,815.002025-12-05: 13,853.002025-12-12: 13,843.002025-12-19: 13,825.002025-12-26: 13,827.002026-01-02: 13,811.002026-01-09: 13,753.002026-01-16: 13,732.002026-01-23: 13,696.002026-01-30: 13,215.002026-02-06: 13,713.002026-02-13: 13,735.002026-02-20: 13,702.002026-02-27: 13,696.002026-03-06: 13,678.002026-03-13: 13,668.002026-03-20: 13,657.002026-03-27: 13,657.002026-04-03: 13,596.002026-04-10: 13,596.002026-04-17: 13,585.002026-04-24: 13,586.002026-05-01: 13,573.002026-05-08: 13,710.002026-05-15: 13,702.002026-05-22: 13,715.002026-05-29: 13,707.002026-06-05: 13,799.002026-06-12: 13,806.002026-06-19: 13,819.002026-06-26: 13,810.002026-07-03: 13,860.002026-07-10: 13,861.002026-07-17: 13,798.002026-07-24: 13,796.002026-07-31: 13,804.002026-08-07: 13,805.002026-08-14: 13,830.002026-08-21: 13,843.002026-08-28: 13,862.002026-09-04: 13,947.002026-09-11: 13,944.002026-09-18: 13,939.002026-09-25: 13,955.002026-10-02: 13,979.002026-10-09: 13,679.002024-10-182026-10-09

Not seasonally adjusted · 官方来源 ↗

发布日期：2026-10-15
来源文件更新时间：Thu, 15 Oct 2026 16:33:13 GMT
抓取时间：2026-10-18T22:55:46.615948+00:00

近期观测与修订

序列：WCRFPUS2

上次更新新增 0 个期间、修订 0 项。

期间千桶／日备注
2026-10-0913,679.00
2026-10-0213,979.00
2026-09-2513,955.00
2026-09-1813,939.00
2026-09-1113,944.00
2026-09-0413,947.00
2026-08-2813,862.00
2026-08-2113,843.00
2026-08-1413,830.00
2026-08-0713,805.00
2026-07-3113,804.00
2026-07-2413,796.00

US Energy Information Administration

美国本土48州天然气工作气库存

3,567.00

十亿立方英尺 · 2026-10-09 · 周度

周环比: +1.91 % · 较52周前: -3.91 %

仅工作气库存；季节性很强，周变化未做天气调整。

美国本土48州天然气工作气库存1,470.64,199.42024-10-18: 3,785.002024-10-25: 3,864.002024-11-01: 3,931.002024-11-08: 3,972.002024-11-15: 3,969.002024-11-22: 3,967.002024-11-29: 3,937.002024-12-06: 3,747.002024-12-13: 3,622.002024-12-20: 3,529.002024-12-27: 3,413.002025-01-03: 3,373.002025-01-10: 3,115.002025-01-17: 2,892.002025-01-24: 2,571.002025-01-31: 2,397.002025-02-07: 2,297.002025-02-14: 2,101.002025-02-21: 1,840.002025-02-28: 1,760.002025-03-07: 1,698.002025-03-14: 1,707.002025-03-21: 1,744.002025-03-28: 1,773.002025-04-04: 1,830.002025-04-11: 1,846.002025-04-18: 1,934.002025-04-25: 2,041.002025-05-02: 2,145.002025-05-09: 2,255.002025-05-16: 2,375.002025-05-23: 2,476.002025-05-30: 2,598.002025-06-06: 2,707.002025-06-13: 2,802.002025-06-20: 2,898.002025-06-27: 2,953.002025-07-04: 3,006.002025-07-11: 3,052.002025-07-18: 3,075.002025-07-25: 3,123.002025-08-01: 3,130.002025-08-08: 3,186.002025-08-15: 3,199.002025-08-22: 3,217.002025-08-29: 3,262.002025-09-05: 3,333.002025-09-12: 3,423.002025-09-19: 3,499.002025-09-26: 3,551.002025-10-03: 3,631.002025-10-10: 3,712.002025-10-17: 3,798.002025-10-24: 3,872.002025-10-31: 3,905.002025-11-07: 3,950.002025-11-14: 3,936.002025-11-21: 3,924.002025-11-28: 3,913.002025-12-05: 3,735.002025-12-12: 3,569.002025-12-19: 3,401.002025-12-26: 3,364.002026-01-02: 3,244.002026-01-09: 3,174.002026-01-16: 3,054.002026-01-23: 2,813.002026-01-30: 2,454.002026-02-06: 2,202.002026-02-13: 2,059.002026-02-20: 2,007.002026-02-27: 1,876.002026-03-06: 1,838.002026-03-13: 1,872.002026-03-20: 1,818.002026-03-27: 1,851.002026-04-03: 1,900.002026-04-10: 1,960.002026-04-17: 2,063.002026-04-24: 2,142.002026-05-01: 2,205.002026-05-08: 2,290.002026-05-15: 2,391.002026-05-22: 2,483.002026-05-29: 2,578.002026-06-05: 2,686.002026-06-12: 2,759.002026-06-19: 2,835.002026-06-26: 2,922.002026-07-03: 2,983.002026-07-10: 3,024.002026-07-17: 3,056.002026-07-24: 3,084.002026-07-31: 3,117.002026-08-07: 3,153.002026-08-14: 3,169.002026-08-21: 3,184.002026-08-28: 3,214.002026-09-04: 3,254.002026-09-11: 3,298.002026-09-18: 3,351.002026-09-25: 3,415.002026-10-02: 3,500.002026-10-09: 3,567.002024-10-182026-10-09

Not seasonally adjusted · 官方来源 ↗

发布日期：2026-10-15
来源文件更新时间：Thu, 15 Oct 2026 14:41:40 GMT
抓取时间：2026-10-18T22:55:46.615948+00:00

近期观测与修订

序列：NW2_EPG0_SWO_R48_BCF

上次更新新增 0 个期间、修订 0 项。

期间十亿立方英尺备注
2026-10-093,567.00
2026-10-023,500.00
2026-09-253,415.00
2026-09-183,351.00
2026-09-113,298.00
2026-09-043,254.00
2026-08-283,214.00
2026-08-213,184.00
2026-08-143,169.00
2026-08-073,153.00
2026-07-313,117.00
2026-07-243,084.00

US Energy Information Administration

电力终端使用总量

373,110.84

百万千瓦时 · 2026-06 · 月度

月环比: +12.75 % · 同比: +1.29 %

月度零售售电加直接使用量，是需求代理，不是逐小时电网负荷；受天气及季节性影响。

电力终端使用总量284,759.2431,851.42023-07: 399,453.962023-08: 404,719.122023-09: 358,094.732023-10: 319,286.622023-11: 305,690.462023-12: 324,662.112024-01: 355,982.462024-02: 314,260.152024-03: 308,368.572024-04: 297,016.932024-05: 325,038.052024-06: 366,924.272024-07: 409,772.662024-08: 406,426.772024-09: 354,095.722024-10: 326,165.642024-11: 306,511.372024-12: 339,859.772025-01: 374,263.202025-02: 331,318.952025-03: 318,638.972025-04: 305,403.232025-05: 323,311.232025-06: 368,364.652025-07: 419,593.722025-08: 404,670.862025-09: 357,681.392025-10: 331,944.652025-11: 310,379.392025-12: 349,514.312026-01: 367,771.482026-02: 333,418.832026-03: 325,385.072026-04: 312,670.492026-05: 330,910.972026-06: 373,110.842023-072026-06

Not seasonally adjusted · 官方来源 ↗

发布日期：此数据文件未提供
来源文件更新时间：—
抓取时间：2026-10-18T22:55:46.615948+00:00

近期观测与修订

序列：ELTCPUS

上次更新新增 0 个期间、修订 0 项。

期间百万千瓦时备注
2026-06373,110.84
2026-05330,910.97
2026-04312,670.49
2026-03325,385.07
2026-02333,418.83
2026-01367,771.48
2025-12349,514.31
2025-11310,379.39
2025-10331,944.65
2025-09357,681.39
2025-08404,670.86
2025-07419,593.72