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Compounding the danger of a prolonged conflict is the reality of “trapped” spare capacity. While the global market normally relies on spare capacity in Saudi Arabia, the UAE, and Kuwait to buffer against price shocks, Struyven explained that those barrels typically must flow through the Strait of Hormuz to reach global buyers. Consequently, as long as the Strait remains compromised, that spare capacity cannot be physically deployed. Furthermore, while the U.S. Strategic Petroleum Reserve (SPR) could be used as a textbook response to sustained disruptions, the SPR currently holds around 415 million barrels—more than 200 million barrels lower than it was prior to the 2022 energy crisis.
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"I would have gone into the river and down the tunnel and that would have been the end of me.
04 :媒体行业终局,与新闻专业主义的呼唤看到这里,包括我在内的诸位,想必都有一个终极的疑问。