EIA's "product supplied" is the cleanest proxy for U.S. petroleum demand — it's
refinery output, minus what goes into inventory, minus net exports. Total
— mb/d. Gasoline is the headline number Americans feel; distillate is
the one economists watch for the industrial cycle.
SOURCE · U.S. Energy Information Administration, Weekly Petroleum Status Report (Table 3,
product supplied). Product-supplied = production + imports - exports - stock change, and
is the standard EIA proxy for end-use demand. Per-product shares track recent quarterly
averages; once update_data.py pulls Table 3 directly the values will go live.