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The national average for regular gasoline climbed to $4.4386 per gallon (about 6,081 won) even as EIA data released September 16 showed inventories as of September 11 up 800,000 barrels week-over-week to 207.7 million barrels, with refinery runs at 17.33 million b/d and utilization at 96.8%. That combination points to regional supply dislocations and elevated crack spreads rather than a national fuel shortage, keeping the energy component of headline CPI sticky and pressuring consumer discretionary demand while leaving crude fundamentals (CL=F, BZ=F) comparatively loose. Watch whether stocks, still 5% below the five-year average, continue rebuilding and whether pump prices roll over; persistent pass-through into inflation prints would harden the higher-for-longer rate read that weighs on UST-sensitive risk assets including BTC beta.
As a Market signal, watch whether it changes price action, volatility, or flows around CL=F, BZ=F.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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