EIA: US Crude Oil Inventories Fell 391,000 Barrels Last Week

The miss matters more than the direction: a draw of under 400,000 barrels against expectations above one million suggests the prior week's much steeper decline was not sustained. For crude and broader commodity markets, that softens the tightening narrative that large inventory drops tend to support. The open question is whether the coming weeks confirm a slower pace of draws or a one-off pause.