JPMorgan Warns Strategic Oil Reserves Can Cover Only 7.5% Of Hormuz Supply Shock Amid Ongoing Iran War

Benzinga_recent_news03-15 23:42

Amid escalating tensions in the global oil market due to the ongoing Iran war, recent estimates from JPMorgan show that the strategic oil reserve release will only make a small dent in the crude oil ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2619102691?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/03/15/The-Iranian-Flag-Is-Visible-On-The-Scree.jpeg?optimize=medium&dpr=2&auto=webp&width=240","is_english":true,"pubTime":"2026-03-15 23:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2619102691","market":"sh","top_or_hot":-1,"title":"JPMorgan Warns Strategic Oil Reserves Can Cover Only 7.5% Of Hormuz Supply Shock Amid Ongoing Iran War","media":"Benzinga_recent_news","content":"<div>\n<p>Amid escalating tensions in the global oil market due to the ongoing Iran war, recent estimates from JPMorgan show that the strategic oil reserve release will only make a small dent in the crude oil ...</p>\n\n<a href=\"https://www.benzinga.com/markets/commodities/26/03/51259648/jpmorgan-warns-strategic-oil-reserves-can-cover-only-7-5-of-hormuz-supply-shock-amid-ongoing-iran-war\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Warns Strategic Oil Reserves Can Cover Only 7.5% Of Hormuz Supply Shock Amid Ongoing Iran War</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Warns Strategic Oil Reserves Can Cover Only 7.5% Of Hormuz Supply Shock Amid Ongoing Iran War\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-15 23:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/commodities/26/03/51259648/jpmorgan-warns-strategic-oil-reserves-can-cover-only-7-5-of-hormuz-supply-shock-amid-ongoing-iran-war><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amid escalating tensions in the global oil market due to the ongoing Iran war, recent estimates from JPMorgan show that the strategic oil reserve release will only make a small dent in the crude oil ...</p>\n\n<a href=\"https://www.benzinga.com/markets/commodities/26/03/51259648/jpmorgan-warns-strategic-oil-reserves-can-cover-only-7-5-of-hormuz-supply-shock-amid-ongoing-iran-war\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1119994496.HKD","symbol_name":"FIDELITY WORLD \"A\" (HKD) ACC","start_time":0,"source_url":"https://www.benzinga.com/markets/commodities/26/03/51259648/jpmorgan-warns-strategic-oil-reserves-can-cover-only-7-5-of-hormuz-supply-shock-amid-ongoing-iran-war","article_id":"2619102691","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/03/15/The-Iranian-Flag-Is-Visible-On-The-Scree.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/commodities/26/03/51259648/jpmorgan-warns-strategic-oil-reserves-can-cover-only-7-5-of-hormuz-supply-shock-amid-ongoing-iran-war","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2619102691","pubTimestamp":1773589320,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"JPMorgan estimates show SPR release won't solve Iran war-related oil crisis. G7 could release 1.2M barrels/day.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0106831901.USD":"贝莱德世界金融基金A2","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","XOP":"油气开采指数ETF-SPDR S&P","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1032466523.USD":"高盛全球多资产收益组合Acc","DUG":"二倍做空石油与天然气ETF(ProShares)","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","SPR":"Spirit AeroSystems Holdings Inc","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","BK4187":"航天航空与国防","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4570":"地缘局势概念股","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4585":"ETF&股票定投概念","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","JPMO":"JPM期权收益策略ETF-YieldMax","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4566":"资本集团","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4516":"特朗普概念","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC"},"translate_title":"摩根大通警告称，在持续的伊朗战争中，战略石油储备只能覆盖霍尔木兹供应冲击的7.5%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XOP":0.9,"SPR":1,"DUG":0.9,"JPMO":0.6},"content_text":"Amid escalating tensions in the global oil market due to the ongoing Iran war, recent estimates from JPMorgan show that the strategic oil reserve release will only make a small dent in the crude oil supply shock.\nThe ongoing oil crisis cannot be alleviated by strategic reserves alone, according to JPMorgan estimates shared by The Kobeissi Letter.\nA coordinated release from the G7’s Strategic Petroleum Reserve (SPR) would yield approximately 1.2 million barrels of oil daily. Historically, emergency releases have reached up to 1.4 million barrels per day.\nThe United States is facing challenges with its reserve operations, the note added. Due to site modernization and reduced inventories, the U.S. reserve’s operational capacity is expected to be less than the one million barrels per day rate achieved in 2022.\nMeanwhile, approximately 16 million barrels per day remain trapped in the Gulf due to the blockade of the Strait of Hormuz, as noted by JPMorgan.\nThe potential release rate of 1.2 million barrels per day would address only 7.5% of the 16 million barrels per day shortfall. While emergency reserves can provide temporary relief, they are not a substitute for lost supply or a solution to flow constraints, according to the report.\nThe current crisis is exacerbated by the closure of the Strait of Hormuz, a critical chokepoint for global oil transport.\nGoldman Sachs warns that even a massive drawdown of 400 million barrels from the International Energy Agency’s reserves may not suffice to counteract the 10 million barrels per day of lost supply.\nThe situation is further complicated by the ongoing U.S.-Iran conflict, which has led to what Goldman Sachs describes as the largest oil supply shock on record. This disruption has drastically reduced Persian Gulf exports to about 3% of their normal levels, surpassing previous crises like the 1973 OPEC embargo and the 1990 Gulf War.\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2619102691","isCrawlerRequest":true}