The EIA’s top-line figure for July recorded output at 13.948 million bpd, an increase of 104,000 bpd from June’s 13.844 million bpd. This reported growth was led by New Mexico, which added 49,000 bpd, and Texas, which added 36,000 bpd. While crude production in the lower 48 states is currently approaching previous record peaks, the underlying figures suggest a lower actual output than reported.
Wednesday, October 21, 2026
Story
US Effective Crude Production Falls to 13.479 Million BPD on EIA Adjustment
Commodities20 days ago
The latest government supply data suggests that American oil output figures have been consistently exaggerated over the last quarter. Analysis by HFI Research of the Energy Information Administration's’ July report shows a negative supply adjustment of 0.469 million bpd, which reduces effective crude production to 13.479 million bpd. This marks the third straight month of negative adjustments, indicating that primary figures are likely overstated.
Looking for more context or analysis?
Tilt chat provides reliable, tailored insights, alerts, and automations.