Source for this claim?
The inventory data highlights that we have plenty of crude oil and that refineries are operating at fairly low rates, said Tim Evans, an energy analyst at Citi Futures Perspective in New York. Its about time for refineries to exit maintenance and increase operating rates.
This was just last week... Refineries probably operated at 83.1 percent of capacity last week, up 0.3 percentage point from the prior week,
http://www.eia.doe.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mopueus2&f=m
Shows the month of Feb at 79.8
The 81% number was a Bloomberg article (I am pretty sure). It was actually 81.4 or 81.6, somthing like that.
Perhaps someone else can find it, it was on the following link yesterday
http://www.bloomberg.com/energy/
.