Global Strategic Petroleum Reserves, Part 2: Hormuz “Days-to-Failure”
March 12, 2026
(Oil & Gas 360) By Greg Barnett, MBA Why 300–400 million barrels is politically huge, and physically small. In a true Strait of Hormuz disruption, the right unit is not “barrels held.” It is “days of solvency”, the time until forced rationing, refinery run cuts, or demand destruction. This section uses IEA chokepoint data to translate SPR headlines into a
