美国汽油库存高企截至6月26日当周，美国汽油库存增加119.9万桶，至2.57亿桶，接近一季度库存高位。根据季节性特点，美国汽油库存通常在2、3月份开始去化过程，经过2―3个月后，夏季需求旺季去库明显，第四季度库存到达年内低点。但是今年受疫情影响，汽油需求削减幅度大于供给减少幅度，导致汽油库存在3月经历“V”形反弹后重回年内高位振荡。截至6月26日当周，WTI和汽油RBOB的裂解价差创下近1个月新高，提升炼厂生产汽油的积极性，但汽油需求的恢复并不及供应的增加，汽油累库导致上周价差重心有所回落。整体来看，库存高企将给成品油价施加压力，从而增加裂解价差回升的压力，传导至炼厂表现为利润压缩，开工积极性受打压或拖累原油消耗和去库的速度。
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