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Mon · 09 Nov 2026

US Strategic Petroleum Reserve Hits Two-Year Low After Record Draw

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US Strategic Petroleum Reserve Hits Two-Year Low After Record Draw

🛢️ SPR — Washington is burning the safety net while the Strait stays shut. 📌 LOOK CLOSER: A record SPR draw signals the administration is prioritizing price suppression over strategic buffer — precisely when a military strike could remove Gulf supply for months. Two-year lows mean the cushion for a post-strike supply shock is thinner than at any point since the blockade began. If NSC greenlights action, the reserve that was supposed to absorb the hit is already spent.

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