U.S. distillate fuel-oil inventories, which include diesel and heating oil, fell below 100 million barrels in the week ended Oct. 30, reaching 99.259 million barrels from 102.824 million a week earlier. The 3.565-million-barrel draw left stocks 13% below their five-year average. EIA reported the figures on Nov. 4, 2026. On Nov. 2, on-highway diesel averaged $6.292 a gallon, down 6 cents from Oct. 26, while residential heating oil averaged $6.138, down 9.2 cents over the week. Diesel prices include taxes; the heating-oil series excludes them. Both remained well above year-earlier levels, with diesel up $2.539 a gallon and heating oil up $2.506. Refinery utilization increased to 94.5% from 92.8%, but distillate production edged down to 5.154 million barrels a day from 5.161 million. The smaller stock buffer can keep fuel costs relevant to inflation and financing conditions for Bitcoin investors, although the weekly price declines already reduce the immediate inflation-risk interpretation. The 100-million-barrel level is a round milestone, not an exhaustion boundary, and neither the inventory nor price data measure inflation pass-through, Federal Reserve repricing or a Bitcoin reaction. EIA's next weekly petroleum report is scheduled for Nov. 12 at noon Eastern and will cover the week ended Nov. 6.