EIA: US West Coast crude imports post largest weekly jump since 2021

The signal here is directional rather than quantitative: a jump of this size on the West Coast points to a shift in where regional refiners are sourcing barrels, even without the underlying volumes disclosed. It matters most for traders watching the balance between waterborne imports and domestic supply into that market, and for anyone tracking how long such a spike persists. Whether this reflects a one-off cargo timing effect or a broader re-routing of flows is the open question, and the next weekly release should clarify it.