RSS feed source: US Energy Information Administration

In-brief analysis

September 24, 2025

Data source: U.S. Energy Information Administration, Short-Term Energy Outlook (STEO), September 2025
Note: Total distillate inventories include distillate fuel oil, renewable diesel, and biodiesel inventories.

In our September Short-Term Energy Outlook, we forecast U.S. total distillate inventories to end 2025 and 2026 at lower levels than previous years because of significant inventory draws in 2025, strong export demand, and domestic production declines stemming from refinery closures. In the weeks since the publication of this forecast, U.S. distillate inventories have increased substantially, but they remain relatively low. Distillate fuel oil includes both diesel fuel used in vehicles and home heating oil. Lower distillate inventories elevate the risk of higher prices and price volatility from supply disruptions, especially during periods of high demand like the autumn harvest and winter heating season.

We use

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RSS feed source: US Energy Information Administration

In-brief analysis

September 22, 2025

In our annual survey of power plant activity, we ask operators of utility-scale batteries how they are using their systems, and one use case is increasingly prevalent: price arbitrage. Arbitrage involves buying electricity when prices are relatively low and selling that electricity when prices are high.

Utility-scale battery systems can be used for many applications. In previous years, we asked operators to identify the ways they used their batteries. Common use cases included price arbitrage as well as frequency regulation, excess wind and solar generation, system peak shaving, load management, and more.

Beginning with the 2023 survey, we asked operators to identify the primary use case for their battery system. Last year, operators responded that 66% of all utility-scale battery capacity had arbitrage among its uses and that 41% of the

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RSS feed source: US Energy Information Administration

In-brief analysis

September 19, 2025

Over the past few years, net electricity inflows from Canada into New York (New York Independent System Operator, or NYISO) and New England (Independent System Operator of New England, or ISO-NE) have decreased. We identified this trend in an analysis in 2024, and the trend has continued through the first eight months of 2025. From January through August 2025, daily net electricity imports from Canada into ISO-NE averaged less than 40% of those occurring over the same months in 2022. During the same period, NYISO and Canada net trade fell to 25% what it was during the same months of 2022.

Two factors contributed to the falling imports from Canada. First, drought conditions have led to less hydropower electricity generation in Canada throughout most of the past three years. Despite parts of

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RSS feed source: US Energy Information Administration

In-brief analysis

September 17, 2025

Data source: Vortexa Analytics
Note: Europe includes countries in the European Union, Norway, Switzerland, and the United Kingdom.

In early 2023, the European Union implemented a ban on seaborne imports of diesel fuel, commonly called gasoil, from Russia following Russia’s full-scale invasion of Ukraine the previous year. The ban reoriented trade flows as Europe imported more diesel from the Middle East and the United States rather than Russia. This summer, Europe’s increased reliance on imports from the Middle East, coupled with conflict-related disruptions to refineries and escalating geopolitical tensions, contributed to a tightened global diesel market.

Before the ban, Russia supplied a significant portion of Europe’s diesel imports, accounting for 50% in 2022, according to data from Vortexa. The 2023 ban on diesel imports from Russia led to a rerouting of

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