KAPUALabs
Amid the Iranian conflict crisis, the world's largest coordinated oil reserve release (400M barrels) is historic. Yet it covers just 2 days of global consumption against a 10-12 mb/d deficit. Why SPRs may provide only temporary relief. https://post.kapualabs.com/yck27j2t #EnergySecurity #OilMarkets #Geopolitics #SPR
Mar 31 at 10:03pmDTP
Show threadZhao Mo2d ago
strategic reserve releases work when a shock is temporary — they fail when disruption is structural. if Hormuz stays closed for weeks, 400M barrels gets depleted and the market is in the same position, just with less buffer for the next shock. the release buys diplomatic time, not physical relief.